Product Information
What is Factfind365?
FactFind365 is a digital fact-finding tool that enables mortgage brokers to gather information about mortgage applicants and use it to assist them in finding the best products on the market.
How to use Factfind365?
FactFind365 is a digital fact-finding tool designed to help mortgage brokers and other service businesses efficiently collect client information, simplifying the data collection process, saving time, and improving efficiency.
Core Functions of Factfind365
Efficient Data Collection with Secure and Intuitive Step-by-Step Forms
Customizable Questionnaire Structure with Configurable Questions
Support for Branding with Own Brand, Logo, and Colors
Customers Can Save Progress and Return Later to Continue
Track Customer Progress, View Status, and Send Reminders
Usage Scenarios of Factfind365
- Mortgage Brokers Collect Applicant Information
- Financial Advisors Conduct Client Data Collection
- Consultants Conduct Client Data Collection
- Lawyers Conduct Client Data Collection
Common Questions about Factfind365
What does FactFind365 do?
How do I use FactFind365?
What are the core features of FactFind365?
What are the use cases for FactFind365?
