Submission isn’t the end of the process, it’s the point where the data moves from the client into the firm’s own systems. You still need to review what came in, resolve anything that looks off and get the information into the CRM or planning software before it’s usable for planning. Knowing what happens at this stage matters as much as knowing how to send the form in the first place.
The Steps Between Submission and a Usable Client Record
Once a client finishes a fact finder, PreciseFP marks the engagement as completed and, if notifications are configured, alerts you or the advisor. This happens automatically, so you don’t need to check the dashboard on a schedule to find out a form has come in.
You then review the submitted data against what’s already on file, particularly for review-type engagements where a client is confirming existing information rather than entering everything fresh. This is also when you check anything that doesn’t map cleanly between systems, since fields like employment history with multiple entries may not carry over the same way to every connected CRM.
Once the review is done, you export the data to the CRM or financial planning tool. This is a deliberate action rather than something that happens the moment the client submits, which gives you a chance to catch anything unusual before it reaches the firm’s system of record. If the account is on a pipeline, completing the engagement can also trigger a move to the next stage, such as shifting a prospect from Onboard into Discover once their initial questionnaire is done.
If the fact finder included document uploads or e-signatures, those come through with the submission and are stored alongside the form data. You can download uploaded documents individually or all at once, and signed documents are available from the same engagement record rather than a separate file.
PreciseFP Value: How We Handle Submitted Data
PreciseFP structures what happens after submission so nothing depends on you remembering to check for new data.
With PreciseFP, you can:
- Get automatic completion alerts: Know when a client finishes a form without checking the dashboard manually
- Review data in a structured way: Compare submitted data against existing records before exporting
- Export on your own terms: Send data to the CRM or planning tool when you choose, giving you a chance to catch anomalies first
- Trigger pipeline moves: Automatically move an account to its next stage once an engagement is completed
- Store documents securely: Keep uploaded files and signed documents with the completed engagement
- Access engagement history: Reference past versions of an engagement after submission
To learn more about how completed engagements are handled, visit the PreciseFP how it works page.
FAQs About What Happens After a Client Submits a Fact Finder
Does PreciseFP automatically update my CRM when a client submits a fact finder?
No, exporting to the CRM is a separate step you take after reviewing the submitted data, rather than something that happens automatically the moment a client finishes. This gives you a chance to check the information before it reaches the firm’s system of record.
How do I know when a client has submitted their fact finder?
If notifications are configured, you’re alerted automatically when an engagement is completed. The dashboard also shows completed engagements alongside those still in progress.
What happens to uploaded documents or signatures after submission?
Uploaded documents and e-signatures are stored with the completed engagement and can be downloaded individually or all at once. You don’t need to track them in a separate file or folder.
Can a completed fact finder move a client automatically to the next onboarding step?
Yes, if the account is on a pipeline, completing certain engagements can trigger a move to the next stage, such as moving a prospect from an initial questionnaire into the next phase of onboarding. This can happen automatically based on the pipeline’s configured triggers.