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How can we improve Suitability Report Generator?

Suitability Report Generator

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Would be wonderful to have an ability to amend Suitability Report after it was finalised.

Sometimes we make some accidental mistakes on the Suitability Report or mortgage details change after the application was reviewed by underwriters so we need to change only a few details and in order to do that now we have to generate totally new report. It consumes a lot of time.

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Reda Kanciauskaite shared this idea  ·   ·  Report…  ·  Admin →
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  • AdminTest B2B Adviser (Admin, smartr365) commented  ·   ·  Report

    Hi all,

    If you are a Sesame Network user using Document Templates, you can now choose whether to produce a Suitability report as a Word doc or PDF. We have added an additional Finalise as Word Doc button. If selected, you'll be asked to confirm you want to finalise the document as Word and will save it in the Document Store.

  • Wilma Pearson commented  ·   ·  Report

    Can we please make the suitability reports able to change after finalising please