Modern Office

CUSTOM BRANDED FACT FIND

Download our Best Interest Duty ready Fact Find.

 
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Best Interest Duty Ready

Our Fact Find allows you to ensure you capture all of the required information to complete the Lender Broker Interview Guides as well as your Compliance Documentation.

Custom Branding Available

Our team can professionally and quickly coordinate the colour, logo and tagline to coincide with your branding. This allows you to maintain your professional industry image.

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Summary of Data Entry

Our Professional Fact Find summarises your input throughout allowing you a Summary Page to ensure the information is accurate. This is an amazing tool to check your work before passing on to an Admin or Loan Processor.