Follow this guide to send a fact find template to a client. The flow is highly intuitive. After a few iterations, you'll know the process inside and out.
Contents
Prerequisites
Know how to create a lead or deal card.
Video walkthrough
Learn how to send a fact find document request via FinanceVault.
Opening the portal
Locate a lead or deal card and then double-click the name.
The full view mode displays. Go to the Client Portal box and click the GO TO PORTAL button.
Locating a template
Depending on your document setup, the fact find template you want to send could be a standalone file or inside a document stack. In this example, we work with a standalone template.
Standalone file
To send a fact find template that is not part of a document stack:
Use the search bar to find the template.
Locate the template.
Click the Add to Request button.
BrokerEngine moves the fact find template to the DOCUMENT REQUEST pane.
You can edit the form inside the fact find template or create a template from scratch.
Inside a document stack
To send a fact find template that is part of a document stack:
Use the search bar to find the document stack.
Click the REQUEST ALL button.
BrokerEngine moves the stack to the DOCUMENT REQUEST pane.
Sending a request
At this point, you can add other templates to the DOCUMENT REQUEST pane. Once the list of files in the DOCUMENT REQUEST pane is complete, click the Review Request button. A side panel displays. Click the PUBLISH & SEND TO CLIENT button.
Updating document request status
You or your team must manually update the status of each file in the DOCUMENT REQUEST pane. Automatic updates are difficult because the broker needs to review each client submission for completion and accuracy.
Click here to learn how to update the status of a document request.
