Guides
41 articles
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 view case notes
How to add a note to a case
How do I add a second applicant?
How to add a second applicant to a case with someone who already has a case with a second applicant.
How to add a case for existing client(s)
How can I send/resend a Fact Find Invitation?
How to mark a case as Not Proceeded With (NPW)Marking a case as NPW
How to reopen a NPW case
How to download basic client information
Where are filters located and what does each filter do?
Claiming your Proc Fee from L&G
How do I restore a client to a case?
How can I edit or update information on a completed case?
How to add a solicitor to a case
Where is the cases page located?
How to download a copy of case notes
How do I mark a client as Vulnerable?
Where is the cases page located?
How do I transfer a protection case?
How to download a copy of case 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
Mark mortgage cases as redeemedYou can now mark mortgage cases as redeemed.
Smartr365 and Smart Currency Exchange IntegrationSmart Currency Exchange
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.