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Adding a Fact Find Template to Document Stacks
Adding a Fact Find Template to Document Stacks

This article will walk you through on how to add a Fact Find template to your Document Category Stacks template.

Aldrin Cosino avatar
Written by Aldrin Cosino
Updated over 3 years ago

Select any Deal & on Client Portal select 'GO TO PORTAL'.

On the Document Stack Templates search for Fact Find.

Note: Online Fact Find is the default form of BrokerEngine. If you have a customized fact find form & you want it to be added, follow these easy steps.

  1. Click the edit icon on the Online Fact Find Form.

  2. Change the title of the Fact Find form

  3. Select the template by clicking the template selector.

    4. Select the form by clicking 'Use Template' then 'Save'.

    You now have 2 Fact Find forms on your stacks:

    1. Customized Broker Fact Find - your customized version

    2. Online Fact Find - BrokerEngine default version

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