The third step for your Pre-FDR Property Session is to review the document recommendations for each item and then send the client portal to the party.
If you want to better understand customised recommendations then have a look at this video overview.
Perhaps there is an obvious error in an asset, or perhaps you have spoken to the party so you know that what they have typed into their questionnaire isn't correct. For instance you have spoken to them about their $800,000 house, but they have typed $80,000 into the questionnaire. Just click on the value itself and you will get this box, fix the value, click update.
Add another asset or liability
If you know that an asset or liability is missing it is really quick to add it. Just click on the button shown below.
You have now successfully added to the client portal that you need paperwork regarding their last bonus payment.
Want more help?
Have you visited our Mediator help page, with a flow chart to help you find the information that you need for the stage that you are at. Click on the laptop image below to visit that page.