How can I print a Commercial Fact find?

This document shows you how to print a Commercial Fact find. This may be to take with you for an initial meeting, or as a discussion document during a review.

To access the commercial area of the corporate client, from the Main Menu click on Fact find on the left hand side and locate your corporate client using the Find record option on the top right hand side of your screen. Click on Fact find on the left hand side of your screen. If a Fact find has previously been created for your client then you will be taken to this area of the system. If not then you will be asked to confirm that you wish to create a Fact find.

Click on the Commercial tab and then click on Corporate planning fact find (Commercial finance) to access the printable fact find.

Click on the Print option at the top of your screen and confirm that you wish to print the Fact find. Select your printer and click OK to print the document.

Once this has been completed click on Return at the top of your screen to return to the data input area of CCD.