Online Fact Finds.Made Easy.
Collecting client details just got easier. One branded link, one online fact find, and everything lands in your inbox, ready to go. You can walk into every appointment prepared.
No more client portals, just one simple link.
Protection Gap
Mortgage approved.Protection forgotten?
Once the mortgage offer lands, the protection conversation can sometimes get rushed or skipped. Clients walk away exposed, and you could even leave recurring commission on the table.
Client fact finds completed
Fact finds completed every month
Advisers on board
Live platform figures, July 2026.
The platform
Focus on the conversations that matter
One link captures the mortgage and the protection picture.
Conditional logic adapts to each client, so by the time the form lands back with you, your mortgage and protection applications will be ready to go.
- Personal & employment details
- Mortgage requirements
- Health & lifestyle (protection)
- Application Submitted
Every completed fact find lands in your inbox.
Delivered the moment your client clicks submit.
Details in the format you need.
One-click export for any submission.
On-brand forms that adapt to each client.
Only ask what matters. Build trust on every screen.
Keeping the details safe. Submissions encrypted, with 2FA included.
Built for the regulated UK market.
A glimpse
One dashboard for every submission.
Every fact find comes back to one place. All the submissions and details you need to complete your advice, whether it be a Mortgage, Protection, GI, PMI, or even a pension & Investment appointment.
- Every submission in one dashboard
- Instant email notification on completion
- Export to PDF or CSV in one click
Form Submissions
128 submissions
Total
128
Today
3
This Week
14
Categories
6
Sarah Example
sarah@example.com
ViewProtection Fact Find
12 Jul
James Sample
james@example.com
ViewMortgage Fact Find
12 Jul
Priya Placeholder
priya@example.com
ViewRemortgage Review
11 Jul
Tom Demo
tom@example.com
ViewProtection Fact Find
10 Jul
Illustrative UI. Figures are for demonstration only.
How it works
From enquiry to sale.
- Step 0101
Send it
One link captures all the details needed to build the picture.
- Step 0202
Receive it
The completed fact find lands in your email and dashboard the moment your client submits.
- Step 0303
Sell it
Walk into the appointment with a completed fact find already on the table.
Pricing
Simple pricing. No surprises.
Premium
Everything you need to collect client data.
- Pre-built questionnaire library
- Advanced question types
- Unlimited client links and submissions
- Full dashboard access
- Use own branding
- Unlimited team advisers
Premium Plus
Build questionnaires your way.
Everything in Premium, plus:
- Build your own questionnaires
- Drag and drop builder
- Duplicate and customise any questionnaire
- Conditional logic builder
No contract. Cancel at any time.
Secure payment powered by Stripe
FAQ
Questions, answered.
- How does it help me sell more protection? +
- By embedding our links into your process at the right time, the fact find takes care of itself. You spend your time talking to clients about the things that matter, and leave the boring stuff to the app.
- Are my client details secure? +
- Submissions are stored encrypted, with two-factor authentication on every account.
- Can I export the details? +
- Yes. Every submission can be exported to PDF or CSV in one click.
- Do clients need to create an account? +
- No client account needed. Just send your link and off you go. The client completes the information at their own pace, it auto-saves if they do not wish to finish in one sitting, and once they click submit, all the required information is in your inbox moments later.
- How do I get started? +
- Book a demo and we will get you set up, or sign up now and start straight away.
Ready to make fact finds easy?
Book a quick demo, or sign up and send your first fact find today.