We know that it is hard to review your client's information on the spot, while they are watching you.

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Lets get started.

Below we have a set of instructions to launch your balance sheet and get you started.

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Launch Questionnaire

(Getting started with the balance sheet)

Have a read of the options and click on the link that will help you to get started.

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Getting started

Step by step



Our onboarding video

Your portal questionnaire launch balance
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Attach a debt

to an asset

Step by step


Copy balance sheet

Model the other side's offers by copying your client's balance sheet over.

Your portal questionnaire launch balance

Keen to get started?

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