Following the success of our Client Portal, we are pleased to announce a new additional feature of Custom Fact Finds.
Keep the fact finding process seamless for your clients by requesting all of your required information in one place.
Your company can build bespoke fact finds to suit your company’s needs. You can also add a wide range of answer styles to any questions, allowing you to add all the questions you currently have in your existing fact finds.
The new fact find feature allows you to:
– Build and label your own fact find pages
– Set which questions are required from your clients
– Request an answer for an individual or each individual in a couple
– Include a range of pre-made questions
– Have an audit trail of answers
Custom fact finds are now included within the Client Portal at no extra cost to your user licence!
Please contact us for further information.