Adviser Fact Find

Adviser Fact Find

You can access your Fact Find by selecting the Edit Fact Find button at the top of your case.

Your Fact Find will open in a read only status - to edit this document press the pencil icon (allow editing) in the blue banner.

You have the option to PDF your Fact Find - this takes a capture of the information added along with automatically placing this document in the Fact Find field in your Suitability Pack - this can be deleted if required.

You can access your case information and chat messages, along with documents while you are within the Fact Find by pressing the grid icon in the blue banner.

The Fact Find will automatically save.

Certain sections will require you to save the entry and any unsaved entries to the Fact Find will be notified in the blue banner before leaving the Fact Find.

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