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How to mark a case as Not Proceeded With (NPW)
How to mark a case as Not Proceeded With (NPW)

Marking a case as NPW

Updated over 2 weeks ago

Sometimes a case may be cancelled by a client or lender. You can mark this case as NPW which will close the case.

To mark a case as NPW

  • Open the case

  • On the Case summary Page -click on Edit button

  • Click on Mortgage Information and Expand the section

  • Click on the Not Proceeded With option as below.

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  • Select a reason for not proceeding with the case (this is useful for your records).

mceclip2.png

Finally, click save and the case will then be marked as Not Proceeded With.

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