Creating A New Case & Requesting Documents
Select business type (mortgage, remortgage, buy to let mortgage, buy to let remortgage or insurance). Search for your clients linked to the business and add your clients to the case by selecting the blue + sign.
When all relevant clients have been selected press Create Case.
There is no restriction to the number of clients that can be added to one case.
The lead client can be changed in Update Case.
Please note - it is important to add ALL clients linked to this piece of business at this time. Clients cannot be added to the case retrospectively.
Complete the necessary fields and select the documents required. The document date fields will automatically update throughout the calendar year.
If the required document is not in the list, Add Custom under Custom Documents and personalise accordingly.
Update Case.
Related Articles
Adviser Fact Find
You can access your Fact Find by selecting the Edit Fact Find button at the top of your case. Your Fact Find will open in a read only status - to edit this document press the pencil icon (allow editing) in the blue banner. You have the option to PDF ...
Client-Facing Fact Find
You can invite your client to complete or view the Fact Find by clicking on the people icon at the top of the screen and following the instructions to invite your client to collaborate – the people icon will then be orange. If you wish to stop this ...
Client Sign-in
Has A Client Logged In? You can see if and when a client has logged into the portal in the case under Last Signed In. Reset MFA If a client is having problems with their second sign-in factor you can reset it. This removes the second factor from ...
Client bank
Adding A Client Via Add Client complete the required fields and add your client. Each client needs to be individually added to the system. For multiple client applications, add the clients individually to the system. An invitation will automatically ...