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Advisor Portal Overview

When administrators grant advisors access to the Mako platform, they will only see the workflows and forms that pertain to them. Advisors will be able to click through and see document details.

Workflows:

The Workflows tab contains a list of all the possible workflows that the advisor can start and the forms that are ready to be sent out.

Here the advisor can either:

  • Start a Workflow
  • Bulk Start a Workflow

Start Workflow: Starting a workflow allows the advisor to send a single workflow to an investor and optional subsequent signatories.

Bulk Start Workflow: Bulk starting a workflow allows the advisor to download a CSV template and launch workflows to multiple investors at once. Click on the workflow name to see a detailed list of all the responses (see the Responses tab for more information).

Responses:

The Responses tab contains a list of all the workflows that the advisor has sent out. Once all the signatories complete their forms, the advisor will receive an email notification informing them that the signatory’s form is ready to be reviewed.  

The status of the form will automatically change from In Progress to Requires Approval. All workflows needing review will be listed in the Responses tab under the Status column in the Mako Advisor Portal. Once the workflow is approved the status of the form will automatically change from Requires Approval to Approved.