Overview
If you have an active insurance policy with YouSet, you can add, remove or change the financial creditor on your policy in your YouSet account. A financial creditor is the bank or lender that holds your mortgage or loan.
This applies only if you have an active insurance policy with YouSet. Getting a quote instead? You add your financial creditor while you get your quote.
What you'll need
- The financial creditor's full name
- The financial creditor's full address
How to add, remove or change a financial creditor
- Sign in to your YouSet account
- Under your insurance policy, select Modify Policy
- Select Need help?
- Tell YouSet if you want to add, remove or change your financial creditor, and include their full name and address
- Submit your request
What happens after
- YouSet reviews your request within 48 hours
- When the change is done, you get a confirmation email
Frequently asked questions
When do I need to update my financial creditor?
Update your financial creditor when you get a new mortgage, switch to a new lender, or pay off your mortgage or loan.
Will changing my financial creditor change my price?
No, changing your financial creditor doesn't change your price.