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Introduction
Participants are used to record any third party that is involved in your case, besides the Applicants and the lender. Example participants might be an introducer, estate agent, or solicitor etc.
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- Head to your case
- Scroll down until you find the participants panel (Figure 1)
Figure1 - Participants panel - Click 'Add Participant' you will be presented with figure 2 below:
Figure 2 - Participants address book lookup - Simply type in the participant name you are looking for into the search box, select a participant type, or search by initial initial, if something is found then the results will be displayed at the bottom of the window. Any example result is shown in Figure 3 below.
Figure 3 - Participants search results
- Once you have found the participant you are looking for click the 'select' link under the action column to add them to the case. Once clicked you will be taken back to your case, which should now display the participant you selected (figure 4)
Figure 4 - Participants panel - with a participant selected.
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- Head to your case
- Scroll down until you find the participants panel (Figure 5)
Figure 5 - Participants panel
Click 'Add Participant' you will be presented with figure 6 below:
Figure 6 - Participants address book lookup
Info title Tip It is always good housekeeping at this point to double check whether the participant you are looking to create is already in the address book, follow the steps in the previous section to do this.
To create a new participant click 'click here to create one' link you should see a screen similar to figure 7 below. The top half of the screen represents the participant's information their name, contact numbers etc. and the bottom half relates to the commissions aspect of setting up a participant. The minimum information you have to enter is a surname or company name for your participant. Once you are finished click the 'submit' button.
Info title Tip To find out more about setting up the commissions for your participants head to our How do I setup a new participant guide in the commissions section of our knowledge base.
Figure 7 - Create participant window
Once you have clicked submit you will be returned to the case, this will display the participant you have created.
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