As you know when you complete a case, an automatic re-mortgage case is opened for future use.

We feel that this is causing confusion on our clients files as the re-mortgage for this case could be somewhere between 2-5 years. During that time, we could do a number of different transactions for clients (2nd purchase, BTL, etc) and again this causes confusion as to which case to open or which ones are completed as it is not always clear.

We wonder if this case automation could be switched off so that the advisors can open up a new case if and when required? This will also enable us to fill out the new up-dated information for the client as the automated re-mortgage case transfers all of the old information over which is not ideal and the wrong information could be submitted to ENBS for compliance.
Just thought we would put that out there for consideration.