This guide provides step-by-step instructions on how to download a copy of the fact find.

To begin, open an existing mortgage case.

Once you have opened the mortgage case, locate and click on the 'Fact Find' option in the left-hand side menu. This will take you to the fact find section of the case.

Within the fact find section, you will see a 'Download Fact Find' button. This button is located at the top right corner of the page. Click on this button to initiate the download process.

After clicking the 'Download Fact Find' button, the fact find document will be downloaded to your device. You can then access and view the downloaded file as needed.