How do I find fact find information in the broker portal that my client has entered?

1) Click on Leads.

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

3) Click on Client Profile.

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 or suggestions, you can contact us at support@effi.com.au.