Just hit record. Everything else happens automatically
Hit record on the discovery call. Flic listens the whole time recording every drop of detail perfectly.
Not recorded? Talk the scenario through once while it is top of mind. A dictated note runs the same chain as a recording.
Note outlining the key detail and the curly bits
Seconds after the call, the case note is written: inclusive of all of the detail you'd normally have to remember.
No more quick notes that summarise away key detail.
Policy flagged, lending strategy written
Flic outlines the loan strategy, checks every fact against lender policy and flags what might cause trouble.
No more surprises mid way through the deal.
Fact find pre-populated
Flic interprets every figure, annualising & normalising every number so the facts are usable from the beginning.
No more re-keying or collating the facts that matter.
Document request list, exact to the scenario
An exhaustive list of documents needed to develop the solution specific to this client. Ordered top to bottom by importance.
No more manual list compiles. Never over ask again.
First email to client
A summary of what the client told you, so they know they were heard, just enough detail on what is coming, and the doc request link.
No more manual follow up emails.
Documents ingested, fact find auto-updated
Flic ingests docs, checks them off the list on arrival, and auto updates the fact find.
No re-keying. No more confusion over what to use in servicing.
Perfect numbers, ready for your servicing calculator
Fact find completed, auto-copy inputs to your industry calculator of choosing.
Never run servicing on the incorrect figures again.
