How to add a solicitor to a case

The following guide provides step-by-step instructions on how to add a solicitor to a case:

1. Start by opening an existing mortgage case. Once you have opened the case, navigate to the summary page and click on the "Edit" button.

2. Scroll down on the summary page until you find the section titled "Solicitor and Agent Information". Click on this section to expand it.

3. Within the expanded section, you will see a dropdown menu. Click on the dropdown menu and select a solicitor from the available options.

4. After selecting a solicitor, click on the "Add Solicitor" button to add them to the case.

By following these steps, you will be able to successfully add a solicitor to your case.