Fact Find FLEX Syncing Fields – BrokerEngine

Get familiar with the fields on the new Fact Find that are able to sync with FLEX.

Here are the categorised FLEX syncing fields in the New Fact Find.

Personal Details	PAYG	Self Employed	Dependents
Title	Employment Status	Employment Status	Name
First Name	Employment Basis	Employment Basis	Date of Birth
Middle Name	Employer Type	Job Title	Age
Last Name	Job Title	Start Date
Preferred Name	Start Date	Company Details - Business Name
Date of Birth	Employer Business Name	ABN
Gender	Office Phone	Office Phone
Citizenship	Unit / Level	Unit / Level
Marital Status	Street Address	Street Address
Spouse / Partner / De Facto	City or Suburb	City or Suburb
Email	State	State
Mobil Phone Number	Postcode	Postcode
Home Phone	Country	Country
Business Phone	Gross Base Income	Profit Before Tax
Address - Start Date	Frequency
Unit / Level	Additional Income Benefits
Street Address	Amount
City or Suburb	Frequency
State
Postcode
Country
Housing Status
Monthly Rental

Real Estate Assets	Motor Vehicles	Savings & Transaction Accounts
Estimated Value	Motor Vehicle Type	Financial Institution
Address - Unit/Level	Estimated Value	Estimated Value
Street Address	Year of Manufacture	BSB
City or Suburb	Make	Account Number
State	Model	Ownership
Postcode	Ownership
Country
Ownership
Rental Income
Frequency

Personal Loans	Study & Training Loans	Other Loans	Living Expenses
Lender	Outstanding Balance	Other Loan Type	Groceries
Current Limit	Ownership	Description	Clothing & Personal Care
Outstanding Balance		Current Limit	Childcare & Maintenance
Repayment Amount		Outstanding Balance	Education
Frequency		Repayment Amount	Insurance
Interest Rate		Frequency	Medical & Health
Maturity Date		Interest Rate	Transport
Ownership		Ownership	Telephone, Internet, Pay TV
Refinance		Refinance	Primary Residence Expenses
			Investment Property Running Costs
			Rent Expenses
			Other Expenses

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