Skip to main content

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

Marking a case as NPW

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.

mceclip1.png
  • 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.

OR

If you wish to create a copy of the case hit the button : Save and Copy details to new mortgage.

Did this answer your question?