simflex — Mortgage Suitability Tool

1 Branding

⏳ Uploading logo…

✅ Logo uploaded

Your logo will appear on every generated report.

Click to upload your logo

PNG, JPG, SVG or WebP · max 2 MB

2 Upload the suitability report

📄

Click to choose a file, or drag & drop

Accepts PDF or Word (.docx)

3 Next steps Optional

Select the steps relevant to this client. These will appear in the Next Steps section of the report.

Please make sure the contents of this report match your understanding and get in touch with me if you have any questions.

Read the mortgage illustration that came with this report for more information.

Arrange buildings and contents insurance.

Please arrange a meeting with me to discuss how this new mortgage impacts your current life assurance and income protection requirements.

Update your will as your circumstances are changing.

Please read the attached information about protecting your income.

Additional note

4 Additional pages Optional

Upload a PDF to append to every generated report.

Click to upload a PDF

PDF only · max 20 MB

6 Language

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Language

Checking your report for risks and gaps…

This usually takes 15–30 seconds

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