Pre-Qualification vs Full Fact Find Template
Pre-Qualification Template
The Pre-Qualification template is designed to help you quickly determine whether a client's enquiry is likely to result in a viable lending opportunity.
It captures key information (e.g. Income, Payslips, Credit Report, Open Banking) without overwhelming the client and can be converted to a Full Fact Find at any time.
Works best for:
- Lead generation campaigns
- Cold outreach opportunities
- New enquiries
- Clients you know little about
- Early-stage discussions where you want to assess suitability before requesting detailed information
Full Fact Find Template
The Full Fact Find template collects comprehensive information about your client, including the details typically required to progress towards a loan application.
This option is ideal when you are ready to complete a full assessment or when your process involves gathering all relevant information upfront.
Best suited for:
- Existing clients
- Qualified opportunities
- Clients ready to proceed
- Brokers who prefer to collect all information at the start of the process
Can I Switch from a Pre-Qualification to a Full Fact Find?
Yes. You can start with a Pre-Qualification and convert it to a Full Fact Find at any stage. Once converted, you can request any remaining information and supporting documents from your client.
To do this, Click on the Draft Requests button, then the link to expand to Full Fact Find (see below).
