RBA Cash Rate: 4.35% · 1AUD = 0.71 USD · Inflation: 3.8%  
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Example Interest Rates: Home Loan Variable: 5.69% (5.49%*) • Home Loan Fixed: 5.94% (6.44%*) • Fixed: 5.94% (6.44%*) • Variable: 5.69% (5.49%*) • Investment IO: 5.92% (5.98%*) • Investment PI: 5.94% (5.98%*)

The Fact Find Report

My opinion on fact find reports is one that goes against popular industry opinion. Based on my own experience as a broker, and with nearly 25 years supporting brokers' marketing efforts to justify my claim, I can categorically state that fact find reports as currently used by the industry are broken.. and not a single form that we've ever seen serves the basic customer-focused digital objective.

In the linked article I'll details why virtually every Facebook advertising experience that employs quiz-style questions (a disguised and often non-compliant fact find form) has got it wrong, why these funnel pathways are costing you massive conversions, and why our unique fact find report - created as a customer tool - returns you far more business (as an organic tool or used in company with a Facebook-based funnel).

A marketing funnel of any kind is designed to qualify you - not the client... and a continued customer funnel journey is designed to further qualify you - not disqualify a client. The customer funnel journey is crafted in a way that assigns expertise and authoritativeness to your operation in order to develop the trust necessary to develop an Opportunity. A road block or barrier of any kind introduced into a funnel experience will objectively cost you business.

The linked article details must one part of our funnel excursion that converts better than any competing equivalent: the Fact Report. The form immediately returns results to a page based on responses, and Yabber sends the client a PDF report with content determined by their borrowing position (general information only).

The form is one of the many reasons our Facebook and general funnel-based or organic programs will always outperform other programs.

http://shor.tt/19E9

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