Fact-Find.AI replaces the dreaded paper pack with a guided experience clients can finish in one sitting — and delivers the result in a format you and the rest of the suite can actually use.
The problem
What it does
Guided wizard
Twenty sections that adapt to the client's situation, with auto-save so nothing is ever lost.
Smart prompts
Dynamic steps and an AI property estimate keep the form relevant and quick to complete.
Straight to you
Submits an encrypted PDF to the adviser and feeds clean data into the rest of the suite.