How to Create a New Case in Smartr365
Overview
Creating a new case is how you start working with a client in Smartr365. A case tracks all the details of a mortgage or protection application from initial enquiry through to completion.
Getting Started
Where to find it: Click the + New Case button in the top navigation bar. This button is available from any page.
Step-by-Step Guide
Select Case Type: Choose between Mortgages or Protection. For Mortgages, also choose Residential or Buy To Let.
Add First Applicant: Select an existing client from CRM or create a new client. Toggle Joint Application to add a second applicant.
Add Joint Applicant (if applicable): Enter or select the second applicant's details.
Set Introducer: Select the Introducer, Branch, and Negotiator.
Assign Adviser: Select which adviser will handle this case.
Send Client Invitations (optional): Send invitations for Fact Find, Identity Verification, Credit Report, Bank Statements, or Credit Search Consent.
Set Follow-up Date (optional): Choose 1, 3, or 7 days, or pick a custom date.
View Case: Click View Case to go to the new case's summary page.
Frequently Asked Questions
Q: Can I create a case for Pensions, Investments, or Home Insurance?
A: No. New cases can only be created for Mortgages or Protection. Other products are added within an existing case.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.