The Position tab holds a summary of the generic information that you or a client have entered into a fact find. It can be reached by clicking 'Position' at the top of a client's Profile.

From here, you can update any client information that has changed. This is useful for if an event occurs in your client's life, such as a house sale or a new baby being born, that would change their Statement of Position. Any changes made will be reflected in any open applications the clients have, as well as any future applications.

Once a client completes the fact find for an application, their Profile Statement of Position is automatically updated to reflect their new situation.

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