How to Convert a Lead into a Case
Overview
Converting a lead turns it into a full mortgage case in Smartr365 so you can start working on it. Converting assigns the lead to an adviser and creates a case with the lead's details.
Getting Started
Where to find it: Go to Leads in the left-hand navigation menu, then click the Convert button on the lead you want to process.
Step-by-Step Guide
Click Leads in the left-hand menu to open the Leads page. Mortgage leads are on the Mortgages tab, which opens first.
Find the lead you want to convert. Each lead shows the applicant name and contact details, the mortgage amount, the buyer type and any introducer information.
Click the Convert button on the lead.
In the Convert to Case window, select an Adviser. This is required.
Optionally, add a note (Add a Note) and set a follow-up date. You can choose a quick option (1, 3 or 7 days) or pick a date from the calendar.
Click Assign to create the case.
The window then shows the Invite the Client step. Click Done to close it.
What Happens After Conversion
A new mortgage case is created with the status New Lead and assigned to the adviser you selected.
The lead is removed from the Leads page.
Things to Know
If the lead was already assigned to an adviser, that adviser is pre-selected.
Your follow-up date choice is remembered for future conversions.
Frequently Asked Questions
Q: Can I change the adviser after converting?
A: Yes. If you have permission to transfer cases, expand the client's row in the Cases list, then use the Transfer option in the ... (more) menu next to the case. The new adviser must accept the transfer in Settings > Case Transfers.
Q: What information carries over from the lead to the case?
A: The applicants (added as clients), the mortgage amount, deposit, purchase price, buyer type, mortgage product type, employment status, and income for employed applicants (where given), the introducer, the lead's note, your conversion note and the follow-up date.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.