The Button Clicked Moving Rule moves to a specified status once the User clicks the button. Adding a Button Clicked Moving Rule Note: The button must be ones that have been created in the current status that you are making the moving rules for.

The Generate Document automated event can be used to generate a document automatically. You can set specific triggers, so the document will generate once set requirements are met. Adding a Generate Document Automated Event Select a template from the Document Document dropdown box. To learn how to create document templates, view our guide. Check the Enable Auto Sending checkbox if…

The Auto-allocate automated event automatically allocates a User to a Task. This User will be allocated based on specific requirements you can set, and the allocation will trigger once certain conditions are met. Adding a Auto-allocate automated event Choose from the Allocation Sets from the Allocation Set(s) dropdown options. This will determine who gets automatically allocated. Check…

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…

As you and your Team Members use SwiftCase and start creating Tasks, you may wish to use the search form to find exact Tasks- whether those are active or archived! Starting a Search Advanced Search options