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This article contains details of common issues you may encounter when using Lifetime Legal with your Reapit software, including information on how to correct these issues.

1. Error: Contact address is not set for applicant or vendor

This error appears if the contact record associated with the referral (applicant or vendor) does not have adddress lines 1 to 3, plus the postcode, populated (as shown in 1a)

You may also see this error when using addresses with an international format, in this scenario, it is important to ensure that these four fields are still filled out when attempting to send Lifetime Legal Conveyancing referrals

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title 1a. Adding address lines 1-3 & postcode
A similar error may also be seen on the ID Check screen when attempting to manually amend the status

Applicant/vendor error:

ID check error:

2. Error: Contact has no contact details set

As a minimum, the contact associated with the vendor or applicant being referred should have an e-mail address or phone number configured, as shown in 2a

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title 2a. Adding contact details
This shows where the information should be added on a contact record although this can also be added on the associated applicant or property record as well

3. Company's contact title is not set

Company contacts can not be used for sending referrals, these result in this error being displayed

Where the vendor is a company, referrals will need to be logged directly with Lifetime Legal
Company referrals currently cannot be processed via Reapit Agency Cloud

4. Reapit configuration issues

These errors are both likely to be caused by missing or incorrect configuration of the Lifetime Legal integration in your Reapit Agency Cloud setup

If you encounter either of these errors, please contact Reapit Support through the usual channels

5. More than two vendors or applicants

Referrals attempted for property records or applicant records with more than two contacts linked will not be submitted

For referrals such as these, the system will offer to generate an e-mail to Lifetime Legal to process referrals such as these manuallyprocess

6. Other common issues/queries

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title	How do I create an AML check (ID Check)?

AML Checks will be created automatically when submitting a referral
These can be seen in the ID Check menu (via the contact record in your Reapit software)

As Lifetime Legal progress the check, updates will be automatically applied to the ID Check screen in your Reapit software

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title	How can I send a conveyancing referral only?

Conveyancing referrals can not be sent without an AML Check, the integration will always send a corresponding AML check

Versions Compared

Old Version 11

New Version 12

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