SRs Made Easy

Suitability reports drafted from the client's mortgage offer and the adviser's notes. One place for the whole file: your approved templates, the client's documents, the drafted report, and the client's electronic signature confirming they agree with the recommendation.

Upload the paperwork

Add your letter template for the advice type, plus the client's mortgage offer and the adviser's advice notes.

The report writes itself

Every figure, date, lender and recommendation is pulled from the documents into your own wording. Anything missing is flagged, never invented.

Client signs online

Send the covering letter and report by secure link. The client signs on screen and the record is stored with name, date and time.

Report types supported

Residential purchase
Residential remortgage
Buy-to-let purchase
Buy-to-let remortgage
Product transfer
Life insurance

Built for your compliance file

Each case keeps the source documents, the issued wording, and the signature record together, so a file review can see exactly what the client agreed to and when.

Your wording, not ours

Templates are uploaded as Word documents and followed to the letter. Advisers review and edit every draft before it is sent to the client.