BrokerEngine

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

Adding a Fact Find Template to Document Stacks

Tour the new template design and features

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

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you