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Send a FLEX Fact Find to your client
Send a FLEX Fact Find to your client

Collect important information like employment history, assets, and liabilities from your clients

Agnes Caballero avatar
Written by Agnes Caballero
Updated over a week ago

Contents

Video walkthrough

Add the Flex Fact Find to your document stack

Publish the FLEX Fact Find

Review the completed Fact Find

Push the Fact Find to FLEX

Support

Video walkthrough:

Please refer to the video below for the complete walkthrough on FLEX Fact Find integration.

Add the FLEX Fact Find to your document stack

  1. In Client Portal, select a document stack from the drop down list.

  2. Click EDIT.

  3. If your document stack doesn't already contain the Fact Find document category, add it by dragging and dropping it from the Templates list.

  4. Click the pencil icon next to Fact Find to edit the document category.

  5. Click the pencil icon in the Request Type to select the template used.

  6. Find the most recent FLEX Fact Find template available. It will typically have Flex Fact Find Master and a version number in its name.

  7. Click Use template next to the recent FLEX Fact Find template that you found.

  8. Click SAVE to save the document category.

  9. Click SAVE to save the document stack.

Publish the FLEX Fact Find

Now that the FLEX Fact Find is in your document stack, you can send it to your client.

  1. If you haven't yet sent this document stack to your client, click REQUEST ALL in the Templates pane, and click Yes.

  2. Click Review Request.

  3. Click PUBLISH & SEND TO CLIENT.

  4. Click OK.

What the client will see

Note: Fact Find requires 3 years of history when entering address and employment details. So if the client enters address and employment details that are less than 3 years in duration, it will require the client to enter their previous address and employment until 3 years of history is accumulated.

Review the completed Fact Find

Once the client completes and submits the Fact Find, BrokerEngine will return it to you for review.

  1. In Client Portal, click the Fact Find document category.

  2. Click the View button.

  3. Click the lock icon to stop other people with access making changes to the document while you review it.

Push the Fact Find to FLEX

Once you've reviewed the Fact Find and checked that it contains the information required, you can copy the information across to FLEX.

Support

If you have any trouble with this feature, please reach out to our Customer Success Team for assistance. Email support@brokerengine.com.au or leave a message in the chat bubble in the bottom corner of your BrokerEngine window.

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