Resolving Phone Number Errors in NatWest Decision in Principle Submissions in Smartr365
When submitting a NatWest Decision in Principle (DIP) in Smartr365, phone number errors can occasionally occur. These errors often arise due to formatting issues or incorrect data entry. Follow the steps below to resolve such errors and ensure a smooth submission process.
Step-by-Step Instructions for Error Resolution
Enter the Correct Phone Number - Use the estate agent's telephone number in the required field for NatWest DIP submissions. - Ensure the number is correctly formatted and adheres to required standards.
Remove Any Spaces in Phone Number Fields - Check that there are no spaces in any phone number fields, including: - SmartConnect NatWest agent details - Client phone numbers - Employer’s phone numbers - Removing spaces ensures the system processes the information correctly.
Resubmit the Decision in Principle - After verifying and correcting the phone number data, proceed to resubmit the DIP.
Best Practices for Preventing Phone Number Errors
Verify Information Before Submission: - Double-check all mandatory fields to ensure they are accurately and completely filled.
Follow System Formatting Rules: - Avoid using special characters or spaces in phone numbers. Ensure the input aligns with the system’s formatting requirements.
Update Integration Data: - Regularly verify that SmartConnect NatWest agent details and other integrated data sources are up-to-date.
Related Topics
Troubleshooting Common NatWest DIP Issues
Ensuring Data Accuracy for Lender Submissions
Managing SmartConnect Integrations in Smartr365