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Fact Find FLEX Syncing Fields
Fact Find FLEX Syncing Fields

Get familiar with the fields on the new Fact Find that are able to sync with FLEX.

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

Here are the categorised FLEX syncing fields in the New Fact Find.

Personal & Employment Details Section

Personal Details

PAYG

Self Employed

Dependents

Title

Employment Status

Employment Status

Name

First Name

Employment Basis

Employment Basis

Date of Birth

Middle Name

Employer Type

Job Title

Age

Last Name

Job Title

Start Date

Preferred Name

Start Date

Company Details - Business Name

Date of Birth

Employer Business Name

ABN

Gender

Office Phone

Office Phone

Citizenship

Unit / Level

Unit / Level

Marital Status

Street Address

Street Address

Spouse / Partner / De Facto

City or Suburb

City or Suburb

Email

State

State

Mobil Phone Number

Postcode

Postcode

Home Phone

Country

Country

Business Phone

Gross Base Income

Profit Before Tax

Address - Start Date

Frequency

Unit / Level

Additional Income Benefits

Street Address

Amount

City or Suburb

Frequency

State

Postcode

Country

Housing Status

Monthly Rental

Assets Section

Real Estate Assets

Motor Vehicles

Savings & Transaction Accounts

Estimated Value

Motor Vehicle Type

Financial Institution

Address - Unit/Level

Estimated Value

Estimated Value

Street Address

Year of Manufacture

BSB

City or Suburb

Make

Account Number

State

Model

Ownership

Postcode

Ownership

Country

Ownership

Rental Income

Frequency

Superannuation

Other Financial Assets

Home Contents

Fund Name

Financial Asset Type

Estimated Value

Estimated Value

Financial Institution

Ownership

Ownership

Estimated Value

BSB

Account Number

Ownership

Business Assets

Other Assets

Other Income

Business Name

Description

Income Category

Estimated Value

Estimated Value

Income Type

Ownership

Ownership

Amount

Comments

Frequency

Ownership

Liabilities Section

Existing Mortgages

Credit Cards

Store Cards

Vehicle Loans

Lender

Credit Card Provider

Provider

Lender

BSB

Current Limit

Current Limit

Current Limit

Account Number

Outstanding Balance

Outstanding Balance

Outstanding Balance

Current Limit

Ownership

Repayment Amount

Repayment Amount

Outstanding Balance

Frequency

Frequency

Repayment Amount

Ownership

Interest Rate

Frequency

Refinance

Maturity Date

Interest Rate

Ownership

Loan Expiry Date

Refinance

Ownership

Refinance

Personal Loans

Study & Training Loans

Other Loans

Living Expenses

Lender

Outstanding Balance

Other Loan Type

Groceries

Current Limit

Ownership

Description

Clothing & Personal Care

Outstanding Balance

Current Limit

Childcare & Maintenance

Repayment Amount

Outstanding Balance

Education

Frequency

Repayment Amount

Insurance

Interest Rate

Frequency

Medical & Health

Maturity Date

Interest Rate

Transport

Ownership

Ownership

Telephone, Internet, Pay TV

Refinance

Refinance

Primary Residence Expenses

Investment Property Running Costs

Rent Expenses

Other Expenses

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