Generating a Suitability Letter and Pack
Before You Start
Make sure your profile is complete: go to Edit Profile, upload your signature, and add your job title in the Role field. These are used to personalise the letter.
Generating a Suitability Letter
- Within the Suitability Pack section of a case, select Generate Suitability Letter.
- Choose a template from the drop-down menu.
- Complete the relevant fields — the client’s name, address, and case details will be pre-populated automatically.
- Press Preview to review the letter.
- Add it to the Suitability Pack when ready.
Building the Suitability Pack
Upload any documents you want to include in the pack by dragging and dropping them into the Suitability Pack section. Custom documents can also be added. Not all documents need to be present before sending.
Sending the Suitability Pack
Press Send Suitability Pack. You can include a personal message which will appear in the case chat. The documents themselves are not emailed — they remain securely on the portal for the client to access when they sign in. The pack is sent to all clients on the case.