1) Click on Leads:

2) Click on the lead that you would like to see the fact find:

3) Click on Client Profile:

4) Click on the applicant that you would like to see the fact find for:

Once the customer has completed their fact find or partially completed it, the pending status will change to green and will say Completed.

Note: Once the customer information has been completed, the Download icon button will also be available.

If you have any questions do not hesitate to reach out to us at support@effi.com.au.

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