11 votes

Custom questions in Fact Find

It would be great if we can add custom questions to the default Fact Find that goes to the client.

Category: Broker Fact Find Peter Hughes shared this idea

One Comment

  • Olivia Zhao says:

    Hi Peter, thanks for sharing this idea.

    At this time, there are other features that we have prioritised for development based on broker feedback, so we will not be progressing with this request at this time.

    However, we’d be happy to revisit this request with you in the future.

    Thanks once again for sharing your feedback and ideas – we appreciate your contributions and insights!

    Please don’t hesitate to reach out if you had any further questions.

    Olivia Zhao
    UX Researcher at AFG

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