Select Product: Choose Mortgages or Protection, then choose whether the application is Single or Joint. For mortgage cases, also select the mortgage product type (Residential or Buy To Let). You can add a note and, for mortgage cases, tick Offer Qualified? if it applies. Click Next.

Applicant: Choose Existing client to search for and select a client already in Smartr365, or New client to enter their first name, last name, email address and mobile phone number (all required). Introducer users can only add a new client. Click Next.

Joint Applicant (joint applications only): Enter the second applicant in the same way. Click Next.

Add Introducer: Choose who referred the case. For an Introducer, select the company, branch and negotiator. For a Client, select the referring client. For an Adviser, select the team and adviser. The options you see depend on your permissions. Click Next.

Adviser & Status: Assign the case to an adviser. If you chose an existing client who already has an adviser, that adviser is selected and cannot be changed. If you have permission to create client actions, you can also set the starting case status (New Lead, Call Back or Meeting) and a follow-up date (1, 3 or 7 days, or a date from the calendar). Click Create Case.

Client To Do list: For mortgage cases you can then choose actions for the client, such as completing their Fact Find questions (Select Fact Find Questions), verifying their identity with Yoti (if your firm uses it), adding bank statements or, if you are an adviser or system administrator, adding a credit report (you can request the client's consent by email or through the HomeBuyer App). Bank statement and credit report options depend on your firm's subscription. Click Send Email to invite the client, or View client account to skip this step and open the case.