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 email@example.com.
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