How to add a case for existing client(s)

Add a new case for an existing client. (Mortgage and Protection)

To add a new Mortgage Case

1. Go to 'Case' and search for the existing clients 
2. Click view 'Case' to open the 'Summary'
3. Go to 'Mortgages' and click on 'New mortgage' 
4. Save the 'Mortgage' 
5. Once you have filled out the information click on 'Save' 

Add a new joint mortgage for two existing clients.

1. Go to 'Case' and search for the existing clients 
2. Click view 'Case' to open the 'Summary'
3. Go to 'Mortgages' and click on 'New mortgage' 
4. Save the 'Mortgage'(no need to fill in the details yet)
5. On the left-hand side click on 'Summary'
6. On the applicant, section click on 'Add applicants' (please use the same details currently on the system)
7. Once you have filled out the information click on 'Save' 

NOTE - The second client's name and email need to be added identically to how it has been added to the system previously. 

To add a new Protection Case

1. Go to 'Case' and search for the existing clients 
2. Click view 'Case' to open the 'Summary'
3. Go to 'Protection' and click on 'Existing Policies' 
4. Click add new protection
5. Once you have filled out the information click on 'Save'