Fact Find Overview- Newest Version

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.