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This option will allow you to complete the steps above, but also utilising the API and the mapped finova CRM ‘Toolbox Factfind’ you are able to populate the Universal Fact Find and creating the Mortgage within Toolbox To see the contents of the ‘Toolbox Factfind’ on the Finova CRM, click here.
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NOTE: The API is restricted and thus not all questions within the Fact Find are mapped to populate within Toolbox when the API is used |
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Once the Fact Find has been completed the API will allow you to share ‘All Details’ with Toolbox. The below modal then will ‘Create the Policy’ (Mortgage) within Toolbox |
