Sending a fact finder is the step that moves data collection from a phone call or paper packet into a link the client completes on their own. In PreciseFP, you do this through an engagement rather than an email attachment, which keeps the form connected to the client’s account record from the moment it’s sent. Getting this step right determines whether the client finishes the form without a follow-up call from you.
Sending a Fact Finder in PreciseFP
You start by selecting a template rather than building a form from scratch. The forms library is organized a few different ways: some templates are built for a specific service, like estate planning or college planning; some are optimized for a specific CRM or planning software integration; and others are general-purpose, like the Dynamic Fact Finder or Custodial Onboarding, meant to work regardless of which systems the firm runs. You pick whichever version matches the situation, whether that’s the service being discussed, the firm’s tech stack or a general form if neither applies.
Once you’ve chosen a template, you attach it to the client or prospect’s account and send it as an engagement. The client receives an email with a secure link rather than a document to print or scan. If the client already has data on file, you can pre-fill known fields before sending, so they only review and confirm rather than starting from a blank form.
After you send it, the engagement shows as “not started” or “in progress” on the account. You can resend the link directly if a client asks for it again, and you can close an unfinished engagement manually if it’s no longer needed. If the client doesn’t complete the form within the firm’s set window, PreciseFP sends a reminder automatically, so you don’t have to track the date yourself.
Some firms send the fact finder during a live meeting instead of ahead of time, working through it on screen as a conversation guide, then send it again afterward pre-filled with what was captured so the client can confirm it’s accurate.
PreciseFP Value: How We Simplify Sending Fact Finders
PreciseFP replaces manual document handling with a tracked, automated process.
With PreciseFP, you can:
- Choose the right template: Select a fact finder that matches the firm’s service, CRM or planning software instead of building one from scratch
- Deliver a secure link: Send an engagement link by email rather than a printable attachment
- Pre-fill on send: Populate known client data automatically, reducing what the client has to enter
- Rely on automatic reminders: Let PreciseFP prompt clients who haven’t completed the form within the set window
- Resend or reopen anytime: Resend a link or reopen a closed engagement without recreating the form
- Get notified on completion: Know the moment a client submits, without checking manually
To learn more about the templates available for sending, visit the PreciseFP fact finder page.
FAQs About Sending a Fact Finder to a Client
How do you send a fact finder to a client in PreciseFP?
A fact finder is sent by attaching a template to the client’s account and sending it as an engagement, which delivers a secure link by email. The client completes it online rather than receiving a printed or attached document.
Can a fact finder be pre-filled before sending?
Yes, known client data already on file can populate the form before it’s sent, so the client reviews and confirms rather than entering everything from scratch. This is common for annual reviews where most fields haven’t changed.
What happens if a client doesn’t finish the fact finder?
PreciseFP sends an automatic reminder if the client hasn’t completed the engagement within a set number of days. You can also resend the link directly or reopen a closed engagement if the client needs more time.
Can a fact finder be sent during a client meeting instead of beforehand?
Yes, some firms open the fact finder on screen during the meeting and fill it in together as a conversation guide. Others send it right after the meeting, pre-filled with what was discussed, so the client only needs to confirm it.