Once the Case Status reaches 'Pre-Offer Processing', the client portal transitions into a read-only version. This means that your client will no longer be able to make any changes or amendments to the fact find or any other information in the application.

This is to ensure compliance and protect the integrity of the application process when submitted to lender, it is recommended that you download a completed version of the fact find and store it in the Document Store. This will serve as a record of the agreed-upon terms and prevent any unauthorised modifications to the information provided.