Fact Find
Information about the Fact find and the fields in the fact find
28 articles
- Fact Find - Other Monthly Income Section
- Fact Find - Employment History Section
- Fact Find - Current Employment Section
- Fact Find - Dependants Section
- Fact Find - Address History Section
- Fact Find - Personal Details Section
- The fact find is read only, why?
- How to Complete the Fact Find in Smartr365Guide to completing the Fact Find sections in Smartr365
- Fact Find - National Insurance Number
- Fact Find - Expenditure & Credit Commitments Section
- How can I view the history of my client's marketing preferences?
- How can my client set their marketing preferences?
- How can I set my client's marketing preferences?
- How do I export my clients marketing preference data? (System Admins)
- Where is the Financial Overview located?
- What is the fact find?
- Where is the fact find located?
- What sections are included in the fact find?
- How to download a copy of the fact find
- What is sharing the fact find?
- Can I edit fact find questions?
- Financial Overview: Income & Expenditure Totals, Mortgage & Protection Budgets
- Fact Find - Savings Section
- Fact Find - Existing Properties Section
- Fact Find - Credit History Section
- How do I import my client's marketing preferences into Smartr365? (System Admins)
- How to Complete the Fact Find in Smartr365Step-by-step guide to completing the Fact Find sections in a case