The online application has been rebuilt following consultations with members on the support they require to complete a longer more in-depth application and advice process.
Max Wright, chief executive of Personal Touch, described the quarter one roll out as a “significant piece of work for the network”.
“Brokers should not be thinking whether the lender needs the information they should be considering if they need the information to offer a full financial service,” he said.
He added: “It’s about collecting information about all aspects of the clients life so you can offer the client a full suite of products.
“It will allow brokers to identify new needs going forward to support a multi-discipline firm.”
Wright said from post-it notes stuck to a wall through to a working model the process of development has been 12 months in the making.
“It’s been a member-led process from start to finish,” said Wright.
Face-to-face training on the new factfind will take place until the end of May at training events at the PTFS headquarters and selected member locations.
For the indepth interview with Max Wright CLICK HERE
