Filling out the Fact-find on a product

Owned by Adam Evans
Last updated: Mar 03, 2021 by Roly Birkwood
5 min read

Introduction

This guide will show you how to utilise a fact-find to obtain information about your client and the product you are processing for them. 

Information

Ekeeper Fact-finds are a list of pages, which contain sections and questions. The questions can be anything you like from 'what is the applicants first name' to 'what is the valuation amount for the property to be mortgaged'.

Note

You can add questions or change existing questions in any given fact-find structure via the System Settings menu.

Please see the Editing Fact-Find Structures guide for advice on how to change the content of your fact-find structures.

 

 

Finding a case

To begin search for the product you wish to fill out the fact-find for.

 

Information

To search for a product use the search box in the top of any page. Simply type the name of the client or the reference number for the product you are looking for,

Be sure to click the product reference number in the search results rather than the case reference number as this will take you straight to the case you are looking for.

Using an existing Fact Find

Next under the Application Details panel click the Enter Fact-Find button. 





Select the fact-find structure

You will then be given an option to select the fact-find structure you want to use for the current product. 

Select the fact-find structure you wish to use (see below)

 



Copying an existing fact find

If you have another product on your case and you have already filled out the fact-find, you will see the previous answers listed:



 

Completing the fact find

Once you have made your choose, click continue.

You will now see a list of pages and sections for your chosen fact-find



Below is an example of a page and a list of sections within that page

Below is the applicants panel, Which lists the applicants that are associated with the product you are completion the fact-find for.

Click the button below if you want to make your fact-find available to your customers. (Portal Add-on required)

Below are some options to name your fact-find or change the fact-find structure you wish to use for this product (Note changing the fact-find structure will loose any answers you have already filled out)

The options below, allow you to show pages that are hidden, either because they are not required or may not be required

The options below show which products, on the current case, are linked to this fact-find. Use the hyper link at the bottom of the panel to link this fact-find to another product.

The options below allow you to start filling out your fact-find, print the fact-find (text only format) or return to the product page (finish).



To begin filling out the fact-find for your customer, you can either click the name of a page or section, or alternatively click start fact-find