Get ready to design custom forms for various workflows—home loans, SMSF, asset finance, and more—with e-signature capabilities! Available on our Small Business and Enterprise plans, this will streamline your client interactions like never before.
What to expect from the new Form Builder:
📋Completing Fact Find on Behalf of Clients: With the new Form Builder, brokers will have the unprecedented opportunity to seamlessly complete the fact find on behalf of their clients directly through the broker portal. This means no more need to impersonate the clients, streamlining the process and ensuring compliance.
🔒Lock Feature for Fact Find Information: The Form Builder includes a lock feature that restricts clients from amending Fact find information. Only the broker or authorised non-brokers will have access to amend details, ensuring data integrity and accuracy.
🗒️ Customisable Fact Find Journeys: Factfind journeys are now fully customisable, empowering businesses to create different journeys such as Asset, SMSF, and Express Fact Finds tailored to their specific needs.*
🛠️Versatile Form Building Capability: In addition to finance-broking-specific forms, the Form Builder allows you to create forms not limited to finance broking. This can include forms such as broker onboarding forms, referral partner onboarding forms, and more.*
*Please note these features are exclusive to Small business and Enterprise plans only
We’re dedicated to equipping you with the best tools and features to support your business success. If you have any questions or feedback, feel free to contact our team at Support@effi.com.au
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