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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.


. observed , usually found on details.Updates to these checks this Reapit Agency Cloud as Lifetime Legal progress the check..

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

    Expand
    title1a. 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

    Expand
    title2a. 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 the pictured error appearing, this cannot be circumvented.Referrals, where this error being displayed

  • Where the vendor is a company, referrals will need to be logged directly with Lifetime Legal
, company


  • Company referrals
can not
  • currently cannot be processed via Reapit Agency Cloud
.

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Configuration issues

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

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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.

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




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

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 6. Other common issues/queries


Expand
titleHow 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



Expand
titleHow 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


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