You can invite a client to complete their Fact Find when you create a case, or at any time from the case Summary page. You can also resend the invitation from the Summary page.
Method 1 - When adding a new case
When you add a new mortgage case, and you have permission to create client actions, the wizard shows the Client To Do list. Tick Select Fact Find Questions, choose the sections you want the client to complete, and click Send Email. After the Client To Do list, a confirmation page, We've invited your client to HomeBuyer, lists the actions added to the client's To Do list.
Method 2 - From the case Summary page
Open the case and go to the Summary page.
In the Applicants card, find the applicant you want to invite.
In the Fact Find column next to their details, click Invite.
In the Select Fact Find Sections window, choose the sections to include, then click Send Email.
Resend a Fact Find invitation
Once a client has been invited, the button in the Fact Find column changes to Resend.
Open the case and go to the Summary page.
In the Applicants card, find the applicant.
Click Resend. The invitation email is sent again straight away.
Underneath the button you can see how long ago the last invitation was sent (for example, "Invited 3 days ago"), so you can check when the client was last contacted.
To change which Fact Find sections the client sees, click the three dots next to the applicant and select Edit Fact Find Sections, make your changes and click Save.
If your firm uses the older case Summary layout, which has no Fact Find column, open the actions menu next to the client and choose Invite to Fact Find, or Resend Fact Find Invitation if they have already been invited. The date of the last invitation is shown as Invited to Fact Find with how long ago it was sent.