To enjoy the new features, you must go to FinanceVault and switch the default from Fact Find Classic to the new Fact Find. This quick video shows you how.
Step 2 — Video Walkthrough
This video provides a quick tour of the new Fact Find form.
Step 3 — Fact Find Classic vs (New) Fact Find
Fact Find Classic
(New) Fact Find
Client View
Client View
Advantages
Limited Customisation
Advantages
Convenience — Easily view and update Fact Find data from a single screen within the deal. Push data to FLEX when ready.
No Limit on Applicants and Guarantors — Gather data for as many applicants or guarantors as you need in one request. Push all to FLEX.
A Better Experience — An improved modern and professional look and feel that's intuitive for brokers and clients.
Two-way Deal Data Sync — Data from the deal syncs to the Fact Find and vice versa.
Comprehensive Data Collection — Capture overseas addresses and phones and multiple household living expenses.
Enhanced Mobile Experience — Flawless functionality for clients to complete using their mobile phones.
COMING SOON — Fact Find Summary page pulling data from the form to the Deal page.
Restrictions
Limited to 2 applicants per template.
Limited FLEX sync of 2 applicants only.
There is no data sync between the deal and Fact Find.
Australian phone numbers and addresses only.
Restrictions
Not customisable — This template is not customisable. However, we are confident it covers everything required to submit a deal.
What remains the same?
Fact Find is requested via the FinanceVault client portal with the same process as Fact Find Classic.
Data is updated and saved in real time.
Re-use a previous fact find.
Fact Find can be locked on the broker side at any time. The form automatically locks once synced.
Fact Find can be pre-filled by the broker or team before sending it to the client.
