Mortgage Fact-Finds, Simplified
Send branded fact-find forms to your clients, collect documents, and manage applications — all from one beautiful dashboard. Built for modern mortgage brokers.
Total Submissions
247
+12% this month
Pending Review
18
3 new today
Documents Uploaded
1,024
98% reviewed
Features
Everything you need to manage mortgage applications
From client intake to document collection, FactFind Pro handles the entire workflow so you can focus on closing deals.
Smart Fact-Find Forms
5-step guided forms that collect everything: personal details, employment, address history, finances, and more.
Broker Dashboard
View, filter, and manage all submissions in one place. Track statuses and assign team members.
Document Collection
Clients upload documents directly. Review, approve, and track everything without email back-and-forth.
Custom Branding
Your logo, your colours, your domain. Every form looks like it belongs to your company.
Team Management
Invite your team, assign roles, and collaborate on applications. Everyone stays in the loop.
Instant Notifications
Get notified the moment a client submits. Real-time updates on your dashboard and via email.
Bank-Grade Security
End-to-end encryption, row-level security, and GDPR compliance. Your clients' data is safe.
Multi-Language Support
Serve clients in their preferred language. Add new languages anytime as your business grows.
PDF Reports
Auto-generated professional PDF reports for every submission. Download or email in one click.
How It Works
Up and running in minutes
No complex setup, no training required. Three simple steps to modernise your mortgage workflow.
Create Your Account
Sign up in under 2 minutes. Add your company details and branding to get a personalised form URL.
Send Forms to Clients
Share your branded link with clients. They fill out the fact-find on any device — no account needed.
Review & Manage
Submissions appear instantly on your dashboard. Review details, collect documents, and track progress.
Pricing
Simple, transparent pricing
Start free, upgrade when you're ready. No hidden fees, no surprises.
Free
Perfect for getting started
- 5 submissions per month
- 1 team member
- Email notifications
- PDF reports
- Basic dashboard
Pro
For growing broker firms
- Unlimited submissions
- Unlimited team members
- Custom branding & logo
- Document collection
- Priority email support
- Advanced analytics
- Real-time notifications
Enterprise
For large organisations
- Everything in Pro
- API access
- SSO integration
- Custom domain
- Dedicated account manager
- SLA guarantee
- Custom integrations
Ready to modernise your
mortgage workflow?
Join brokers who are saving hours every week with FactFind Pro. Start free, no credit card required.