Managing Your Query Workload

The My Queries page helps lender users manage the queries they are responsible for reviewing and responding to.

Each query is displayed in a table with key information to help you prioritise your workload.

Column	Description
Last Updated	Shows when the most recent activity took place on the query.
Subtopic	Identifies the specific type of enquiry raised.
Query Stage	Shows the current query status, such as New, Open, or Resolved.
Mortgage Number	Identifies the mortgage case associated with the query.
Conveyancer	Displays the law firm or conveyancer who raised the query.
Owner	Shows the individual conveyancer responsible for managing the query on behalf of the law firm.
Assignee	Identifies the lender Query Processor currently responsible for handling the query.
Total Days	Shows how long the query has been open.

Total Days

Shows how long the query has been open.

To locate a specific query:

Navigate to My Queries.
Use the Search field.
Enter the relevant keyword, reference, mortgage number, or other available information.
Review the filtered results.
Locate the query in the table.
Select View in the Action column.
The full query will open.

To include completed queries in the table, select Show Closed.

To review a query:

You can select column headings to sort the information.

For example, sorting by Last Updated can help you identify queries with the most recent activity.

Queries marked with the Priority flag require urgent attention and should be reviewed as soon as possible.

Use search, sorting, and the Priority flag together to help manage workload and identify queries that require prompt action.

Overview