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-using a Fact Find is automatic with this process. New deals will pull through historical fact find data linked to the contact.
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.
