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The first step Is to contact Toolbox IT Support it.support@primis.co.uk as they need written consent from the Principle of your business. Please also add broker.suppoert@finova.tech to your email to Toolbox.
When you send through this email, please let us know if you want to manually configure your own fact find to work with the integration as per our Toolbox Factfind Integration - Factfind Applicant Selection guide or if you are wanting us to provide a pre-configured fact find as well as a few prebuilt suitability letters to go with it. Please be aware that the Toolbox Fact Find is not compatible with the finova Client Portal fact find.
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