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