Dashboard

Instructions

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

Copy of Client intake - review.png

Lets get started.

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

Laptop launch questionnaire.png

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.

Your portal questionnaire launch.png

Getting started

Step by step

instructions

Blog

Overview

Our onboarding video

Video
Your portal questionnaire launch balance
assets and liabilities.png

Attach a debt

to an asset

Step by step

instructions

Blog

Copy balance sheet

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

Video
Your portal questionnaire launch balance

Keen to get started?

If you aren't using FamilyProperty yet then click on Free Trial for more information about our 14 day free trial, no credit card details required.

Free trial