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Cases & Leads

Managing cases, leads, notes, and case transfers

62 articles
Guides

How to Create a New Case in Smartr365Step-by-step guide for creating new mortgage and protection cases in Smartr365
How to Request Conveyancing Quotes in Smartr365How to request and manage conveyancing quotes from within a case
How to Submit a Case to a Lender Using SmartrConnectHow to submit mortgage applications to lenders using SmartrConnect
How to Source Mortgage Products in Smartr365How to source mortgage products using Twenty7Tec, L&G Ignite, and SourcingBrain
How to Link an Existing Client When Creating a New CaseHow to search for and link existing clients when creating new cases
How to Create a New Case in Smartr365 (Detailed Guide)Detailed guide for creating new cases including joint applications and client invitations
How to Transfer or Refer a Case to Another AdviserGuide to transferring or referring cases between advisers.
How to view case notes
How to edit and delete notes
How to delete a case
How do I mark a client as Vulnerable?
How do I add another case for an existing client
Where is the cases page located?
How to add a new case (client) to the system
How do I transfer a case?
How do I transfer a protection case?
How do I delete a Client?
How to download a copy of case notes
How to add a note to a case
How do I add a second applicant?
How to add a solicitor to a case
How can I edit or update information on a completed case?
How do I restore a client to a case?
Claiming your Proc Fee from L&G
Where are filters located and what does each filter do?
How to download basic client information
How to reopen a NPW case
How to mark a case as Not Proceeded With (NPW)Marking a case as NPW
How can I send/resend a Fact Find Invitation?
How to add a case for existing client(s)
How to add a second applicant to a case with someone who already has a case with a second applicant.
Mark mortgage cases as redeemedYou can now mark mortgage cases as redeemed.
How to create Non Standard MortgagesThis helps you understand how to create Porting, Part and Part, Port/Top Up mortgages in Smartr365. It also helps you to add more than 2 applicants to a case.
How to Find and Search for Clients in Smartr365How to search for clients by name, email, phone, or ID on the Clients page
How to convert a lead
How to delete a lead
What happens when leads are assigned by introducers?
What is Leads Pool?
How do I view deleted notes?
How do I view edited notes?
How do I create a note?
How do I delete a note?
How do I edit a note?
What is an auto-generated note?
How do I import Mortgage cases?
Creating a New Case & Assigning a Fact Find in Smartr365
How to Convert a Lead into a CaseHow to convert leads into active cases with adviser assignment and client invitations
How to Manage Leads: Converting and DeletingStep-by-step guide to converting leads into cases and deleting unwanted leads.
How to Manage Leads in Smartr365Guide to viewing and managing incoming leads including tabs, tags, and pagination.
How to Create and Manage Tasks on a CaseHow to create, manage, and complete tasks on cases including mandatory tasks
Concert Hub IssuesUnable to submit to concert hub