Log in through the password you have created or one of the third party companies (i.e. your Google, Yahoo, Microsoft or Facebook account).
Alternatively use “Forgot Password” link.
Via “Add Client” complete the required fields and add your client.
Each client needs to be individually added to the system. For multiple client applications, add the clients individually to the system.
An invitation will automatically be sent to your client prompting them to log in.
Please note - clients only need to be added once as the system will store client credentials.
Select business type i.e. mortgage, remortgage, buy to let mortgage, buy to let remortgage or insurance. Search for your client(s) linked to the business and add your client(s) to the case by selecting the blue + sign.
When all relevant clients have been selected press “Create Case”.
Multiple clients can be added to one case.
The lead client can be changed in "Update Case".
Please note - it is important to add ALL clients linked to this piece of business at this time. Clients cannot be added to the case retrospectively.
Complete the necessary fields and select the documents required. The document date fields will automatically update throughout the calendar year.
If the required document is not in the list, please “Add Custom” under “Custom Documents” and personalise accordingly.
Update Case.
Throughout the case you can edit and request further documents through the “Edit Case” tab. This is also how you would change the case status throughout the application.
You can see if and when a client has logged into the portal in the case under “Last Signed In”.
If a client has not received or is struggling to log in, you can resend the invite by selecting “Edit Case” then “Edit Applicant”, make the changes to the email address, “Update Client” then press “Resend Invite”.
You can send a message to your clients via the “Go To Chat” icon. These messages will be sent to all applicants linked to the case and they will receive an email prompt. When a client responds, the unread messages will appear in the notification alert icon at the top of the screen in red - you access the message through clicking on this bell alert icon.
New messages can be read and they are only marked as read when the envelope on the right-hand side has been ticked.
You can return to the case details via the link at the top of the chat by pressing “Back To Case”.
Press the "Cases" icon.
At the bottom of the case there is a “Case Note” facility. You can simply enter the details and “Post Update”. The personnel, date and time is all recorded and this information is not revealed to the client but can be seen by all linked advisers and administrators.
Please note – once an entry has been typed into the case note it cannot be deleted.
The case status can be changed via “Status” under “Edit Case” . This will automatically move the case into the relevant status box on the home page tab - Open / Application / Offered / Terms / Paid / NPW - please note once a case is in NPW the client can no longer see any case information.
To preview a document, press the magnifying glass in the document field. To return to the case, press the cross in the top right-hand side of the document.
To download a document, press the down arrow in the right-hand side of the document field.
To upload a document for a client, press on the relevant document field which shows as pending, find the document through “Select File” or the “Click to Upload” icon or in the box and this will present a preview of the document or simply drag and drop your documents. If correct, press the “Upload…” field.
To upload multiple documents, select the document field, press Select File, select document and press upload. This document will then be seen on the left-hand side along with already uploaded document.
To upload a document from a client where there is no field on the chaser to upload to, please request the document type via Edit Chaser and upload as above. Please note - this will send a request to the client automatically so please advise them accordingly unless you untick the "notify client" box - the system is designed to encourage the client to upload the documents on the portal.
Documents can be sent to the client within the case through the “Upload Documents to Client” tab. Please note that these are uploaded to each individual client rather than all clients on the case.
To upload multiple documents, select the document field, press Select File, select document and press upload. This document will then be seen on the left-hand side along with already uploaded document.
When a client has uploaded a document you will receive an alert in the alert bell icon at the top of the page.
The subject case will also appear in green in the list of cases under the relevant status - please note once you have opened the case it will automatically revert back to white.
If the document is password-protected, the document icon will show a question mark. Please request the relevant password from your client. The password can then be recorded in the Product Notes section within case for future reference.
To delete a document, press on the cross in the document field.
On the home page, you can switch between the different cases in different statuses (Open / Application / Offered / Terms / Paid / NPW) or search for the case and all cases will appear in the main search bar.
Documents can be uploaded to the Suitability Pack and sent to the client when you feel suitable. Not all documents need to be uploaded for the pack to be sent.
A personal message can be typed into the box when you press “Send Suitability Pack” and this message will show in the case chat. Only the message is sent to the client, not the documents - these will remain secure on the portal for your client to access when they log in.
Please note that the documents sent within the Suitability Pack are sent to both clients.
By pressing the “Download Case” button, you can extract all case documents, all case note entries and all chat communication in one file however, these documents all remain on the portal.
If a case is no longer required including the documents, case notes and chat, simply press the red “Delete Case” button on the chaser.
The portal will notify your client via email automatically every time a message has been sent via Chat.
The portal will notify your client automatically every time a new document has been requested while creating or editing the case.
If you do not wish for the client to be notified simply untick the Notify Client(s) by email option at the bottom right of the page. This option is only available once a document type has been selected.
