Describe your client type and required financial details. Makeform creates an editable fact find questionnaire for household circumstances, income, spending, assets, debts, goals, and documents.
Route completed fact finds to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it to the Makeform builder. Each example is a starting point for your review.
Audience
Individuals or couples preparing for a first planning meeting
Format
Multi-step household questionnaire with document uploads
Prompt size
299 chars
Example questionnaire structure
Multi-step household questionnaire with document uploads
Client, partner, and dependant details
Income sources and frequency
Assets and liabilities by owner
Goals and expected timeframes
Upload recent statements
Suggested routing tags
New client
Documents pending
Ready for review
Ask for amount, frequency, owner, and balance separately. Structured values are easier to review than one summary box.
Step 1
Identify
household, contact, and employment facts
Step 2
Quantify
income, spending, assets, and debts
Step 3
Document
statements and policy schedules uploaded
Step 4
Review
client checks; adviser follows up
Why structure the fact find
Email threads hide missing figures. A guided questionnaire reveals relevant follow-ups and keeps documents beside the client's answers.
Show partner, self-employment, and remortgage follow-ups only when relevant, giving each client a shorter path.
Separate amount, frequency, owner, lender, balance, and payment so reviewers do not have to decode a paragraph.
Required fields, estimate markers, document reminders, and a review screen expose omissions before the appointment.
Common fact find workflows
Choose the closest workflow, then revise its terminology, help text, and documents for the meeting.
Household circumstances, resources, commitments, priorities, and timeframes before an initial discussion.
Applicant history, income, commitments, deposit, property, and expected changes in one flow.
Dependants, essential spending, debts, benefits, current cover, and desired household outcomes.
A change-led route opening only categories that need fresh information or documents.
Questionnaire workflow
Generate the structure, tailor questions, test branching, and share the link before the appointment.
Name the fact find type, client audience, required topics, and documents.
Use your terminology, require essentials, and provide estimated or not-known options.
Preview solo, joint, employed, and self-employed routes so every relevant section opens.
Send the link, receive answers with uploads, and follow up on missing information.
Questionnaire vs document vs email
Aim for consistent client-provided facts that the responsible professional can check and clarify.
Field guide
Adapt these six sections to the engagement, then have the responsible professional review the submission.
People and household
Start with contact, relationship, residency, dependant, and household details. Open partner fields only when relevant.
Employment and income
Separate employment, benefits, pensions, rent, and other income. Record basis and frequency with every amount.
Expenditure and commitments
Separate essential, lifestyle, and irregular costs. Let clients mark figures as exact, averaged, or estimated.
Assets and liabilities
Use repeating rows for each asset or debt: owner, provider, value or balance, rate, and regular payment.
Goals and priorities
Ask what the client wants, why it matters, when it may happen, and which priorities compete. Keep answers as client statements.
Documents and confirmation
Request relevant documents, summarize entered facts, and let clients flag estimates. Confirmation records their submission but does not replace review.
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Open toolFAQ
Practical answers for advisers, brokers, paraplanners, and administrators preparing client intake.
A fact find questionnaire collects a client's circumstances before a professional discussion: household, employment, income, expenditure, assets, debts, priorities, and documents. The submission supports review; it is not financial advice or an automatic recommendation.
Include household, employment, income and frequency, expenditure, assets, debts, relevant existing arrangements, goals, timeframes, expected changes, and documents. Match fields to the engagement.
Yes. Reveal partner details and joint assets or debts only when needed. Test solo and joint routes, including households with different employment types.
Offer estimated or not known options and an explanation field. Request a relevant statement and tag the response for follow-up when needed.
Yes. Place uploads beside the relevant section so statements, schedules, or accounts arrive with related answers. Explain which files you need.
No. It organizes client-provided information. It does not determine suitability, recommend products, or replace professional judgment.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect responses without a free-plan response cap. A paid tier is available only to remove the Makeform badge.
Review required answers, estimates, conditional sections, and documents. List missing facts for follow-up, and keep client statements separate from internal notes and later assessment.
Start the meeting with the facts organized.
