FirstAboardThe whole fact-find, before the first meeting
Send one secure link and let clients complete their entire application on their phone - details, financials, documents and a signed compliance pack. You walk into the appointment with everything already in hand.
What you can collect
- Full fact-find - personal details, dependants, employment, assets, liabilities and expenses
- Document checklist that adapts to the client’s situation
- Bank-connection step for open-banking link
- Credit Guide & Privacy consent signed in-flow
- Branded PDF summary of everything the client entered