Stages

How to create a new Stage

To create a new stage click on the New Stage button. This brings you to the Add New Stage page. Here you can:

• Sequence Number: Choose the sequence order (where the stage appears on the list)
• Stage Text: Choose the name of the stage
• Stage Group: Select the group you wish the stage to belong to
• Icon: 
• Icon Custom Value: 
• Stage Type: Define the type of Stage
• Default Lead Time: If no lead time is recorded, the Default Lead Time Will be used. Only applies to Normal Stages and Lead Stages 
• Completion Stage: This is the point when a product expiry date is calculated and the property address replaces the current address
• Commission Stage: If you wish to flag the incoming commission received as due to be received (using the lead time from the lender)
• Active Processing Stage: These stages are shown in the list of stages on the Business Summary. Products at an Active Processing Stage are shown as tabs against a case 
• Show in Diary: Choose if you wish the stage to appear in the Diary
• Show Tick List: This determines how much tick list information is shown in the mortgage listings. Note this option is only available if you have tick list categories set up
  
  • • • Don't Display: no tick list information is displayed in the mortgage listings 
      • Summary: A single icon summarising the tick list status is displayed in the mortgage listings
      • Full: The status of each required tick list item is displayed in the mortgage listings
• Public Stage Heading: How the stage is named on the Portal
• Public Stage Description: Describe your stage for your Portal users
• Enable Applicants for Customer Login: Enabling this option automatically generates Portal login credentials for the applicants
• Applies to Products: Select the products you wish the stage to apply

-New Stage