How do I add another case for an existing client

To add another case for an existing client follow these steps

 

1. Open an existing case and navigate to the left-hand navigation bar and select "Mortgages".

2. From the options provided, choose "Add New Mortgage".

3. Fill in the necessary details for the new mortgage.

4. Once you have entered all the required information, click on the "Save" button to save the changes.

By following these steps, you will be able to open another mortgage case for the client

 

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