Fact Find on BrokerEngine is now better and faster. Access Fact Find data inside a deal card for more convenient access to client data. Fact Find fields auto-populate with contact data, your team can pre-fill fields before sending requests, and a two-way data sync keeps everything in sync.
Last updated: February 2026 · Fact Find
In This Article
Prerequisites
To bring data into the deal card, you must use the latest version of Fact Find. The classic version of Fact Find is not compatible with this feature.
Video Walkthrough
Step-by-Step Guide
Step 1 — Review the Fact Find Panel
Within any deal, you can access Fact Find folder data on the left-hand panel. Expand the folder to display subfolders, such as Goals, Applicants, and Other income.
Step 2 — Hide a Page
The Goals and Living Expenses pages each have a toggle that hides them from the client's view. This is a handy feature if you want to start gathering high-level information but keep the work internal. You can toggle this option on or off any time on a per-fact-find basis.
Step 3 — Lock the Document
You (or your team) can lock the Fact Find document to prevent the client from making changes. Expand the Fact Find folder and select a sub-folder. Go to the menu bar and click the lock icon (next to the toggle).
Step 4 — Download
Click the Download icon to save a copy of the Fact Find to your device. After a minute or so, BrokerEngine downloads a PDF.
Step 5 — Sync to FLEX
FLEX users can sync the Fact Find to FLEX. Go to the top of the deal card page, click the Sync button and select FLEX.
Related Articles
- (New) Fact Find
- How to Send a Fact Find Request
- How to Sync a FLEX Fact Find