BrokerEngine

Email a form to your client via FinanceVault.

Send a Fact Find Request

Save time by completing fields on behalf of your client

Pre-Fill the Online Fact Find

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

Send a FLEX Fact Find to your client

Quick tips to create an efficient Fact Find template

Explore the Fact Find Builder

Reuse a Previous Fact Find

Edit the default file in a document stack

Update a Fact Find Template

Build a Basic Fact Find Template

Clients save time by copying information with a checkbox

Enable the Fact Find "Same as" Feature

Configure Fact Find Builder Components

Use a bit of code to auto-sum a series of values

Calculate the Sum on a Fact Find

Hide or show components with IF-THEN conditions

Use Logic on Fact Find Templates

Display client names instead of default Applicant labels

Create a Dynamic Dropdown Selection

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Shelley Maher

Fact finds

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.