1. Logging in and creating a case
Follow these simple steps to log in and set up a case in your Case Portal
![Image](https://cdn.sanity.io/images/lvq6dmwc/production/6f9a2f5d624e7078eb4e7c92676d0cf1dd4bd5fe-1208x614.png?w=650&q=50&fit=max&auto=format)
Enter your email address and password, then click ‘sign in’.
![Image](https://cdn.sanity.io/images/lvq6dmwc/production/b99c81c3bc15d77a444bea9e6404d8a9cbd79800-844x446.png?w=650&q=50&fit=max&auto=format)
Create and access cases
This page will provide a list of all your live cases. Accessing an existing case will allow you to view the data and documents, and move it on to the next stage, without re-keying anything
You will also have the option to create a new case via the button in the top right corner.
Creating a new case
When you click ‘Create a new case’ you will be asked to confirm a series of statements about your client and the case before you can proceed.
![guide 1](https://cdn.sanity.io/images/lvq6dmwc/production/e7298691a4915d2a90e0b8d27d9ced1dbabdfba6-720x570.png?w=1440&q=50&fit=max&auto=format)
When you’re happy, click ‘I confirm all statements are true’.
This will take you to a 3-step process to create your new case:
Step 1
Select 1 or 2 applicants, provide first name(s) and surname(s), click next.
![guide 1](https://cdn.sanity.io/images/lvq6dmwc/production/3e24e6110db12295849971f504cca8e60feb14eb-720x540.png?w=1440&q=50&fit=max&auto=format)
Step 2
Tell us the purpose of the mortgage and select a product type (note – if you choose ‘fixed term’ you also need to select if it is interest-only or capital & interest). Click next.
![guide 1](https://cdn.sanity.io/images/lvq6dmwc/production/2672cda03b54707887c3afb01924933d36cab00d-720x366.png?w=1440&q=50&fit=max&auto=format)
Step 3
Choose your commission route – if you’re appointed as a representative of a network, your network will automatically be assigned as your commission route.
Then you must confirm you accept our broker declaration and privacy notice. You can now click ‘create case’.
![guide 1](https://cdn.sanity.io/images/lvq6dmwc/production/081fd238c537388c876fcfd8685cd9e40522f6d3-2716x1250.png?w=1440&q=50&fit=max&auto=format)