Collect your client鈥檚 full financial picture once, with progress saved automatically.
Who this is for: Brokers
How the fact find works
Your client completes the fact find in their client portal after logging in with a one-time code. You can also fill it in, or finish it, on their behalf from the broker portal.
Fill in or review a fact find
Go to Leads and open the lead.
Click Client Profile.
Work down the sections in the side menu, starting at Application Details. Click Next to move on.
When the client has completed it, the status changes from Pending to a green Completed and you can download it.
Click Submit when everything is in. Validation runs at this point and flags anything missing.
Autosave
When autosave is on, you'll see Autosave Enabled on the form. Entries are saved as you go, so you or your client can leave and come back without losing anything.
Admins: to turn it on, go to Forms in the admin portal, select the form, switch on Autosave Form and click Publish.
Save time
Use Smart Fill to populate the fact find from payslips, ID and statements.
Run an Equifax check from Personal Details to fill in liabilities.
Need a hand?
Email [email protected] and our team will get back to you.