The following guide provides instructions on how to transfer mortgage and protection cases.
Transfer a Mortgage Case
To transfer a mortgage case, follow these steps:
- Go to the Cases Page.
- Search for the name of the client or use the Adviser, Introducer, or Lender filters to narrow down the list.
- Once you have found the case you wish to transfer, click on the three dots to show additional functions.
- Select the Transfer option, which is represented by a tray icon.
- Choose the adviser you want to transfer the case to.
- The adviser who has been transferred the case will then need to Accept. They can do this by going to Settings, then Case Transfers.
- The Lead Transfer List will open, where they can Accept or Reject the case transfer.
- From this screen, you can also cancel a transfer by clicking Cancel Request.
Transfer a Protection Case
Protection cases can be transferred by using the refer option.
You can transfer (refer) a protection case to your protection advisor by following the steps below.
NOTE - System Admin users can transfer on behalf of anyone.
- Click the menu button beside the protection case.
- Select Refer which is represented by an icon that looks like an arrow
- Once the case is referred, the advisor who has been sent the case needs to accept it. That advisor needs to go to Settings Case Transfers to accept the case.
- Select accept
The case will now be referred to the protection advisor and will show in their name!
By following these steps, you can easily transfer a lead to another adviser in your system.
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