Collect Fact Find and Documents From Clients

Credit Guide

• FLEX Integrated Credit Guide
• Adobe Acrobat Sign
• Docusign

Fact Find

• Reuse a Previous Fact Find (Classic)
• Pre-Fill the Online Fact Find
• Fact Find FLEX Syncing Fields
• Fact Find - Broker/Deal Side
• Fact Find Overview- Newest Version
• Adding a Fact Find Template to Document Stacks (Classic Fact Find)

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FinanceVault - Document Requests

• Equifax - FAQ
• Order Equifax Reports via BrokerEnginePlus
• FinanceVault for Lodgement
• How to Set Up the FinanceVault Timeline
• Check Document Request Progress
• FinanceVault Client Information Privacy

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