Your fact find, your way.
Start from ours or build your own. Clients only answer what’s missing.
The Fact Finds page lists Capture all Fact Find, First home buyers and Refinance. Beside it, Sarah Harbour opens her First home buyers fact find on her phone: her name, mobile and email are already filled in from her account, and only her date of birth is left to answer.
Templates
A template for every client.
Start from Capture all, or copy one you’ve already built.
The Fact Finds tab in Account: a New template card, Capture all Fact Find, published and used on the website, First home buyers and Refinance. The New template dialog is open, naming a template Self-employed and starting it from the default.
- Capture all, ready to goEvery question on, until you switch it off.
- Copy what worksClone a template, then change what’s different.
- One on your websiteChoose which one your website visitors get.
Builder
Ask it in your words.
Reword questions, rename sections, switch off what you never ask.
The template builder for First home buyers. Question 8.6 is reworded to Is anyone giving you money towards your deposit?, marked Edited, and the template preview shows the client the new wording. The refinance question below it is switched off.
Open banking
Their bank fills it in.
Accounts, income, spending and loans arrive once they connect.
- Through Basiq, under the CDRRead only, and they choose the accounts.
- Each applicant, their own bankJames connects his own, with his own login.
- The property, looked upThe estimate fills in from property data.
Sarah connects NAB in her fact find. Her accounts arrive and the page says income, expenses and loans are filling in. Her salary and spending fill in from her bank, the property estimate from property data, and James has joined to connect his own bank.
On every lead
Pick one for each lead.
Choose the fact find as you add a lead, then send it.
- Right from the Loan CRMAdd Lead asks which fact find to send.
- Your invitation, your wordsSend your own email template, or ours.
- Change it without breaking itFact finds already started stay on their version.
The Add Lead dialog with First home buyers picked as the fact find to send and Sarah Harbour ticked. Her card lands in Leads, Send fact find is pressed, and a toast confirms the fact find was sent. Her invitation email reads Start my fact find.
After settlement
The next one starts filled.
Start their next fact find and copy the answers across.
- The old one stays lockedIt reads as what they declared at the time.
- Carried, never assumedCopied answers arrive marked, and they can change them.
Priya Sharma’s settled fact find is locked. Start a new fact find copies About you, Income and Assets and liabilities across, 36 of 46 answers, and leaves Expenses to be asked again. A toast confirms it is in Leads and Priya has been emailed the link.
Replaces
Three tools, one login.
The fact find comes with every broker plan.
No public price
$500 a month
$250 a month
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- All featuresEvery feature on one page
See it with your clients
Book a demo and we'll walk you through it, or start straight away.