Adding Notes and Attachments
Overview
Lender users can add notes and attach documents to support query handling.
These tools help keep supporting information, internal context, and relevant documents in one place throughout the query lifecycle.
Adding Notes
Use Add Note when you need to record information that supports the handling of a query but does not form part of your formal response to the conveyancer.
Notes are for internal use only and are visible only to lender users within your team.
Typical Uses for Notes
Internal notes can be used to record:
- Internal updates.
- Reminders.
- Decisions.
- Additional context.
- Information that may assist colleagues handling the query.
Adding Attachments
Use the Attachment option to upload supporting documents directly to the query.
The attachment option is located next to the Add Note button.
Examples of Attachments
Documents may include:
- Lender guidance.
- Supporting letters.
- Redemption statements.
- Valuation reports.
- Other documentation that supports your response.
Query Communication History
Once added, notes and attachments become part of the query’s communication history.
This helps create a complete record of information shared or recorded during the lifecycle of the query.
Important Information
Notes are internal to lender users within your team. Attachments are used where supporting evidence needs to be provided to the conveyancer.
Best Practice
Use notes for internal lender context and attachments for documents that support your response to the conveyancer.
Related Articles
- Responding to a Query
- Understanding Send and Resolve
- Reviewing Query Details