Gather essential client information effortlessly with our market-leading, mortgage-specific Fact Find.

You can invite clients to fill in their own details, clearly see any changes they make, and receive notifications the moment they are finished. Once completed, the fact find can be locked to read-only, and you can instantly generate a fully branded PDF version for your records.

To ensure robust compliance, you can freeze fact find data to create an exact snapshot stored against the case for auditing and archiving. Plus, because the data is intelligently preserved across cases, you can seamlessly reuse information for future applications.