Smartr365 does not natively support certain Mortgage Types or more than 2 applicants, but there are workarounds:
2 Part Mortgages/Porting/Port and Top Up
Create case
Add “Additional Product Type”
Key full loan amount into the “Mortgage Information” tab
Key the first part of the mortgage into the “Product Information” tab
Key the second part of the mortgage into the “Notes” section of the case
More than 2 Applicants:
Add case with Applicant 1 and Applicant 2 (make this the main case with all product details)
Go to Mortgages > Add New Mortgage > Remove Applicant 2 > Click Save
Go to Case Summary page for new case that has been created
Add Applicant 3 to the new case that you have just created, so they can fill in the Fact Find and upload documents