Enhanced Mini Fact Find Questionnaire

Enhanced Mini Fact Find Questionnaire

Create meaningful pre-meetings with new clients and leads with the enhanced Mini Fact Find questionnaire. The enhanced MFF now gathers deeper insights into your clients' personal circumstances, including:

1. Dependents: Names and dates of birth
2. Health: Specific health questions
3. Retirement: Superannuation and pension details
4. Estate Planning: Powers of Attorney and Guardianship

Video tutorial:



You can activate these sections globally from your "Mini Fact Find Settings" under the "Adviser" tab or customize them at the client level for a tailored approach. Simply copy and paste the generic MFF link (with all sections activated) to a new tab to see the updated questions. Start creating meaningful and impactful meetings with your clients through the enhanced Mini Fact Find.



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