How to Complete the Fact Find in Smartr365
Overview
The Fact Find captures all the key information about your client needed for a mortgage or protection case. It covers personal details, income, outgoings, credit history, savings, and existing properties.
Getting Started
Where to find it: Open a case from the Cases list or Workflow, then select Fact Find from the left-hand case navigation.
Who can access it: Users with permissions to view personal details, address history, and dependants.
Fact Find Sections
Applicant Details - Personal Details, Address History, Dependants
Income - Current Employment, Employment History, Other Monthly Income, Future Income
Outgoings - Expenditure and Credit Commitments
Financial Overview - Summary of the client's financial position
Credit History - Adverse credit details
Savings - Client savings and assets
Existing Properties - Properties the client already owns
Step-by-Step Guide
Open the case you want to work on.
Click Fact Find in the left-hand navigation to expand the sub-sections.
Start with Personal Details under Applicant Details.
Move to Address History to add the client's current and previous addresses (at least 3 years).
Add any Dependants if applicable.
Complete the Income section.
Fill in the Outgoings section.
Complete Credit History and Savings as applicable.
Add any Existing Properties.
Each section auto-saves when you navigate away.
Frequently Asked Questions
Q: Can my client fill in the Fact Find themselves?
A: Yes. Use the "Share Fact Find" option from the context menu to send your client a link.
Q: Why is Employment History not showing?
A: Employment History is hidden for limited fact find cases (typically protection-only cases).
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.