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Admin Approval

All forms requiring advisor approval will be listed in the Responses tab under the Status column in the Mako Advisor Portal.

Once the advisor approves the workflow, the status of the form will automatically change from Requires Advisor Approval to Requires Approval.

To review a document:

  • Click on the Requires Approval icon.
Screenshot Responses inside the Mako Fintech platform
  • Now the admin can either Approve, Resend or Reject the document.

Approve: Clicking this button indicates that you have reviewed and accepted the document. Once clicked, the system will instantly link the document to the client's account.

Resend: This gives you the option to resend the form to a client either due to missing information or for any other reason. A popup will appear allowing you to personalize your email message before sending.

Reject: Clicking this button will discard the form, and the client will not receive any notification.

Screenshot of Individual Subscription Agreement Response inside theMako Fintech platform

Once the admin approves the document, an Approve Workflow window will appear.  

  • Select Confirm.
Screenshot of approval workflow in Mako Fintech platform

Once the admin approves the form in the admin portal the status will change to Approved.