Smartr365 have made a change to how the Kanban pipeline works. This was highly requested by users, who would sometimes make a mistake and move a case into the wrong status. More details below.
Move mortgage cases back a status on the Kanban
Smartr365 uses its ‘You Asked, We listen’ approach to understand how its advisers would like the platform to work, and then uses that feedback to directly influence changes in the platform. Advisers have requested the ability to be able to move mortgage cases between status’ so that they can fix mistakes if they accidentally put the case into the wrong status, and so that their Kanban accurately describes the status that the case is in. Advisers have told us that often a case might move between Meeting to Call back for example.
Users can now move a mortgage case back a status, from either the Kanban, or via the dropdown on the mortgage case.
The notes will accurately record every case move, both backwards and forwards, so that you have an audit trail of when the case moved to each status. These notes are not editable by users.
We will not trigger an email for cases moving back, but will trigger the email notification once they move forward again.
The reports and dashboard will be updated with the accurate status of the case.
Cases cannot be moved back from Completed status. This is because our compliance users have told us that it would pose a compliance issue. We are looking to extend this functionality to System Admins only in an upcoming release.
Note that when cases move into pre-offer processing, this locks the Fact Find for the client. Moving the case back out of pre-offer processing will allow the client to update the Fact Find once more.
We still recommend that if a case cannot proceed with a lender post submission, that the NPW (Not Proceeding With) feature is used, as this records the case accurately at the time the application could not proceed, and can be copied to a new case which can move ahead with another lender. There are many other reasons for a case not to proceed, and recording these is beneficial for compliance.