Note Buttons have the same functionality as Buttons except they also allow you to create a note. For example, you could create an ‘On-hold’ button where you can add the reason for putting the task on hold into the note section and then click the button to simultaneously log the note and change the status to On-hold (which…

CRM for Modern Mortgage Brokers Do not waste any time chasing down client information. Our System will send your clients information requests, allowing them to fill out and upload their data and documents to a secure link, leaving the fact-finding to the client, not you. SwiftCase’s Mortgage System cuts out unnecessary meetings and speeds up…

So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current guides do not answer. This guide will show you each different method of contacting SwiftCase support. Here are the different methods of contacting us here at SwiftCase: Sending an Email to SwiftCase…

The Expert Allocated Moving Rule automatically moves to a specified status once a User is manually allocated. Adding an Expert Allocated Moving Rule

The Questions Answered Moving Rule will automatically move the Task to a specified status once questions are answered. You can even specify answers to these questions, so the status change will only trigger after the required answer is submitted. Adding a Questions Answered Moving Rule Click the Moving Rules tab on the Status to which you want to add…