Secure, customizable fact-find forms that save time, ensure compliance, and improve client experience
Secure & Compliant
Customizable Forms
Easy Data Export
Specialized fact-find forms for various industries with primary focus on mortgage brokers and accountants
Comprehensive client forms capturing income, assets, liabilities and loan preferences for compliant loan applications
Learn MoreClient engagement forms capturing financial information, service scope and compliance requirements
Learn MoreClient intake forms for family law, estate planning and commercial matters
Risk assessment and policy requirement forms for efficient coverage evaluation
Property preference and financial capability forms for buyers and landlords
Student assessments and visa application data collection forms
Everything you need to collect, manage, and leverage client information securely
Industry-specific templates ready to use or customize to your needs
Generate and send secure links via email or SMS to your clients
Clients can save their progress and return to complete forms later
Collect important documents like bank statements and payslips securely
Monitor client responses in real-time with status updates
Export client data as PDF or CSV for compliance and record-keeping
Examples of our specialized fact-find forms for different industries
Name, DOB, contact details
Employer, income sources, payslips
Property, vehicles, loans, credit cards
Household, utilities, childcare, lifestyle
Loan amount, fixed/variable, offset account
Client agreement for data usage and compliance
Business/personal name, ABN, contact information
Tax return, BAS, payroll, compliance, advisory
Income, deductions, assets, liabilities
Prior financials, ATO notices, receipts
Terms of service and digital signature
Choose the plan that fits your business needs
$0/month
$15/month
$25/month
See what our users are saying about FactFind.au
"FactFind has transformed our client onboarding process. We save hours each week and our clients love the professional experience."
"As an accountant dealing with multiple clients, FactFind's customizable templates have streamlined our data collection and improved our compliance process."
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