From the Case Summary page, navigate to ‘Suitability Reports’ in the menu on the left-hand side of the platform.
Select your template from the template drop down. Smartr365 provide 5 example templates as standard (Mortgage and Protection, Interest Only BTL, Protection Only, Product Transfer and Home Insurance). System Admins have access to build custom reports via ‘Settings’ > ‘Suitability Report Templates’ and also control which templates are visible in this drop-down.
The orange box to the right of the template shows how many fields need to be completed before the report can be finalised. You can use the arrows in this box to navigate through the template, completing any required input fields.
Tokens are used to pull information from the client fact find and case data. The system will still require you to confirm the data is correct by clicking the token. Once a token is confirmed, it will turn blue.
The ‘Accept All’ button at the bottom of the page will confirm ALL tokens.
Clicking a Date Picker will pop up a calendar so you can select the date you’d like to appear in this position.
Comment boxes will need to be ticked to confirm you have read the contents.
Optional content will be striked through (as in the example below. Tick the both next to the text if you wish to include it.
Sections of the Suitability Report will be editable. These sections can be identified by the blue highlight or the text box, and can be edited by clicking them.
For Editable Inline Text (blue highlight), the text editor will appear in a pop up, and you will need to click ‘OK’ to confirm your edits.
For both Editable Text types, you will need to click the adjacent red tick to confirm the changes.
If you have a specific process, or notice an error in the Suitability Report, you can save the template as a draft. Making changes to the fact find / case will only update that section of the Suitability Report, so no progress is lost.
When you come back to the Suitability Report section for that case, the template will be saved at the bottom of the Template drop-down. The system will notify you of any changes made to the template, and you will need to reconfirm the information before you can finalise the document.
Once all fields have been completed, the ‘Finalise’ button will be available. Use the ‘Preview’ button to see what the finished Suitability Report will look like, then click ‘Finalise’ to generate the report for your client(s).
Once finalised, you will be unable to make changes to the template.
Once the Suitability Report is finalised, it will automatically be dropped into the Document Store. From there, you can toggle the ‘Visible’ switch to make it visible in the client portal, and toggle the ‘Acknowledgement’ switch if you would like your client(s) to have to accept the document when they next log in.