Instructions for completing your Online Fact Find and File Invite document upload

Now it's time to help us gather all the necessary information for your application. Please note that there are two (2) separate emails for links to both the online application form and file invite portal for uploading your documents. We have outlined a step-by-step process on how to complete both of these below. Please feel free to reach out to us if you have any questions or need any assistance. We are here to help.

Complete the Online Fact Find

Follow the instructions to the right to start the online fact find process. 

  • Check your inbox

    You will receive an email  like the one below, containing a link to begin the process of completing your online fact find.

  • Get Started

    To start the process, click "Get Started".

  • Let's Get Moving

    You will be redirected to a website where you can enter your personal and financial details as required. Click on the "Let's Get Moving" button to proceed.

  • Set up your profile

    You will be prompted to set a password to secure your profile, which allows you to start and come back to finish off without losing your data. After setting your password, click "Save Password" to confirm.

  • Log in

    You will be asked to select a backup security method. Choose the method you prefer and follow the setup instructions (most common is an SMS). Once your backup security method is set up, click "Log in" to access your account.

  • Complete your information

    You will be directed to your dashboard where you can view the information you've already entered and the sections you need to complete.  If you are an existing client, your information from your last application will already be in there. 

    Go through each section and fill in the required information as much as you can. Please ensure that all sections are completed accurately.

  • Submit

    After you have filled out all necessary sections and reviewed your entries, click "I'm Ready - Send for Review" to submit.

Once your Fact Find is complete, head back to your inbox and open the File Invite request to start the process of uploading documentation.

Uploading documents to File Invite

Follow the instructions to the right to complete the document upload.

  • Check your inbox

    You will receive a seperate email with an invitation to complete the FileInvite. 

  • Get Started

    Click ‘Click to Get Started!’ to access your FileInvite.

  • File Invite Customer Portal

    You will be directed to the File Invite Customer Portal. To walk you through the next steps, you can watch this video.

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