Understanding My Cases and All Cases
Overview
The Cases section of VERSA Connect allows you to view and manage mortgage cases associated with your firm.
Two case views are available:
- My Cases
- All Cases
These views help users locate cases, review information, access linked properties, and manage associated queries.
My Cases
The My Cases page displays cases currently assigned to you.
This view allows you to:
- Review your active cases
- Access property and mortgage information
- View linked queries
- Monitor case progress
- Update case details where required
This is typically the primary view used for managing your day-to-day workload.
All Cases
The All-Cases page displays every case created within your firm.
This view provides visibility across the organisation and allows users to review cases managed by colleagues where appropriate.
All Cases can be useful when:
- Looking for a case created by another user
- Checking the status of a firm-wide matter
- Reviewing case information before raising a query
Searching for a Case
To locate a case:
- Navigate to My Cases or All Cases.
- Use the search functionality to enter a reference number, address, or other identifying information.
- Select the required case from the results.
Opening a Case
To view a case:
- Locate the case within the list.
- Select the Pencil icon or available action button.
- The case record will open.
From here, you can access:
- Property Information
- Mortgage Information
- Queries
- Audit History
Related Articles
- Managing Property Information
- Managing Mortgage Information
- Understanding the Audit Log