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Select relevant offices to refer to

When entering details of an applicant/property with a postcode that is set-up as a referral postcode on more than one office on the system (and the applicant/property qualifies to be referred), on clicking save for the first time, a pop-up box will be displayed with a list of offices that the applicant/property could be referred to based on their postcode

• Ensure the office(s) you wish to refer the applicant/property to are ticked, click Select

  

• Depending on configuration, an email and/or a task will be created for the selected office(s)

  • Task example

    

  • Email example