Structured data collection that gets it right, every time
No more Word documents, PDF forms, or patchy spreadsheets. Advizo's smart factfinds guide advisers and clients through a structured journey — covering everything from personal details and address history to income, credit commitments, and budget planning.
Income & Employment
Guided factfind journeys built for UK mortgage and protection advisers
Related capabilities: Client Management, Document Requests, Case Management
8-Section Guided Journey
A structured factfind covering customer details, address history, dependants, income & employment, credit commitments, credit history, savings & investments, and budget planning — each section with its own completion tracking.
Employment Pathway Logic
The factfind adapts based on employment status. Employed applicants see PAYE fields, self-employed see SA302 and company accounts fields, contractors see day-rate fields, and retirees see pension income fields — collecting exactly the right data.
In-Factfind Document Collection
Request and collect documents at the point they're relevant — payslips when discussing income, bank statements when reviewing expenditure, ID when capturing personal details. Documents upload directly into the case document manager.
Custom Document Requests
Beyond standard documents, create bespoke requests tailored to each case — P60s, SA302s, company accounts, tenancy agreements, divorce decrees, or anything specific your lender requires.
Auto-Completion Tracking
Sections automatically mark as complete when all required fields are filled. A visual progress bar shows the overall factfind completion percentage, and the adviser can manually override completion for flexibility.
Pre-Populated Data
Returning clients don't start from scratch. Known data carries forward from previous cases — saving significant time on remortgages, product transfers, and annual reviews where personal details haven't changed.
Joint Applicant Factfinds
For joint mortgage applications, both applicants complete their own factfind sections — income, employment, credit commitments — with data clearly separated but linked to the same case for a complete affordability picture.
Compliance-Ready Output
Every factfind response is stored with timestamps, section completion dates, and user attribution. Export a complete factfind summary for compliance files, network reviews, or suitability report preparation.
Client-Facing Factfinds
Send factfinds to clients to complete at their own pace via the secure client portal. Auto-save means they can stop and resume. When finished, the adviser is notified and can review before the appointment.
See it in action
Explore the interactive demo below to experience how this feature works in Advizo.
Section
Customer Details
Identity
Personal
IDs & Contact
Built for real advisory workflows
Here's how firms like yours use this feature every day.
Pre-appointment preparation
Send the factfind to your client before the meeting. They complete personal details, address history, and income at their convenience. You arrive at the appointment with 80% of the data already captured — ready to focus on advice.
Self-employed mortgage applications
The factfind automatically presents SA302, tax calculation, and company accounts fields when the client selects self-employed. No more forgetting to ask for the right documents or missing income details.
Remortgage renewals
When a remortgage case is created for an existing client, the factfind pre-populates with known data. The adviser only needs to confirm what's changed — saving 30+ minutes of data re-entry.
Network compliance submissions
Export a complete factfind summary with every field, response, and completion date — ready to attach to your suitability report or submit to your network for compliance review.