Collect clearly. Review carefully.

Mortgage Fact Find Software

Create the questions your process needs, help clients complete them and review the answers before using them. Achos mortgage fact find software keeps collection and professional judgement connected.

Request a demo Explore the workflow

Advisers and administrators managing fact find templates, client responses and corrections.

A connected working day
  1. Prepare the template
  2. Collect the responses
  3. Resolve the precise issue

An illustration of the workflow. Explore the product below.

Built around the broker’s working day

Start with the everyday work

A completed form is the beginning of a review.

A fact find can be submitted and still need attention. An income figure may require clarification, an address may be incomplete or a household detail may have changed. The mortgage fact find process needs a way to collect information, inspect it and resolve the specific issue without asking the client to start again.

Achos provides a form-building and review workflow, with an AI-assisted builder to help draft the structure. The adviser remains responsible for choosing appropriate questions, checking the responses and deciding which information is ready to use in the case.

A workflow to try

From a useful question to a reviewed answer.

Use an ordinary correction scenario to evaluate your online mortgage fact find process.

  1. Prepare the template

    Start from the information your case type requires. Review the form structure and wording, including anything drafted with the AI builder.

  2. Collect the responses

    Share the fact find through the supported client flow. Explain what supporting information will help and how the client can ask for assistance.

  3. Resolve the precise issue

    Review the answers and request a field-specific correction where needed. Keep the request understandable instead of returning a general 'incomplete' message.

  4. Transfer with intention

    Check the mapping and existing record before transferring supported data. Review the result so a submitted response is not mistaken for a verified fact.

Inside Achos

Build the questions your process needs.

Review the form structure, questions and field properties before publishing a template for clients to complete.

Achos fact find builder with a residential mortgage form, section outline, question fields and editable properties. Achos fact find builder with a residential mortgage form, section outline, question fields and editable properties.
Actual Achos interface captured on with fictional demonstration records. Features and appearance depend on the release and your organisation’s setup.

Connected capabilities

The tools behind the routine.

AI-assisted form design

Use the builder to draft a form, then inspect and edit its questions. Your team controls the final template and its suitability for the process.

Broker review

Review client responses and manage corrections as part of the fact find lifecycle, with access subject to the user's permissions.

Controlled data transfer

Use supported mappings to bring reviewed information into client and case records, checking the destination and any existing values.

A day in your brokerage

One case.
A clear next step.

From the first enquiry to completion: see how the adviser, case manager and client stay connected. Explore each step at your own pace.

Morgan’s home purchaseIllustrative walkthrough · fictional data
Step 1 of 6

Start with the person, not the paperwork.

Capture the enquiry, link the client and property, and give the case an owner. Everyone starts with the same record.

Your next action: Call Morgan to discuss the purchase.

MO
Morgan TaylorResidential purchase
Case stageNew enquiry
Next actionCall Morgan to discuss the purchaseAlex · Adviser
Fact findReady to request

An example of the journey, not a lender connection or automated lending decision. Your team controls case stages, reviews and communications.

Explore case management
Read the complete walkthrough
  1. Enquiry: Start with the person, not the paperwork. Capture the enquiry, link the client and property, and give the case an owner. Everyone starts with the same record.
  2. Documents: Make the next request obvious. Ask for the fact find and supporting documents through the client portal. The client can see what to complete and upload.
  3. Review: An upload is the start of a review. Check the documents before moving on. If a page is missing or something needs clarification, keep the follow-up visible.
  4. Next action: Give every handover an owner. Assign the next task and a due date. See what needs attention without piecing together separate email threads.
  5. Client update: Keep the client in the loop. Send a clear update and keep the conversation alongside your work. Set up repeatable reminders when your team is ready.
  6. Completion: Finish with a clear record. Update the case stage, close the remaining tasks and keep the documents and conversation together for future reference.

Make the demo useful

Demonstrate a correction, not just a blank form.

Bring a redacted example of the questions you currently ask. Test how the process behaves when the information is partial or changes.

Bring your workflow to a demo
  • Review AI-drafted questions before sharing them with a client.
  • Request a correction to one answer and inspect the revised response.
  • Confirm who may review a form and who may access its case.
  • Check field mappings and existing record values before transfer.

Useful answers

Questions before you choose.

Does the AI fact find builder give mortgage advice?

No. It assists with form design. Your team must review the wording, choose the questions and assess the information supplied using its own advice and review process.

Can we ask a client to correct a specific response?

Achos supports fact find review and field-specific corrections. Confirm the form and client sharing flow you intend to use during the demo and organisation setup.

Are answers automatically treated as verified client data?

No. Collection, review and transfer are separate decisions. Review the response, check supported mappings and inspect the destination record before relying on transferred information.

Your cases. Your team. Your way of working.

See how Achos fits your brokerage.

Bring one everyday workflow and the tools you use today. We’ll explore the product, discuss setup and pricing, and identify what needs a closer look.

Request a demo