How can I edit or update information on a completed case?

To update information on a completed case you will need to move the case back to a previous stage specifically before pre offer offer processing. 

NOTE - Only System Admin users can move a case from completed to in flight.

 

There are two ways to move a case back to a previous state.

 

You can move a case back by opening the Kanban and dragging the case to a previous stage. 

mceclip0.png

The second method to move a case to a previous stage is to open the cases page and select edit mortgage.

mceclip1.pngClick the dropdown to change the case status and select save.

Your case will now be editable again!

 

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