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Adding Assets

Topic: Creating New Applications | Last Updated: 09/09/2015

This stage of the advisory asks you to enter details about the applicant's assets. You will only be asked about this if you confirmed the client owned a vehicle earlier in the advisory.

Adding Assets

In the scenario that your client has other assets, you can add them to the application. To add an asset, simply click the 'Add Asset' button. You will then be asked to provide information about that asset.

All these fields are optional but we will ask you to enter a description for the asset, it's financial value, the asset's owner and whether or not it's essential.

When you are done click 'Add Asset' to add it to the list. 

You can remove and edit an asset in the list by clicking it's 'Delete' or 'Edit' buttons respectively.

Adding Investment Properties

In the scenario that your client has investment properties, you can add them to the application. To add an asset, simply click the 'Add Investment Properties' button. You will then be asked to provide information about that property.

All these fields are optional but we will ask you to enter information such as a Purchase Date, Property Value, Lender etc.

When you are done click 'Add Investment Properties' to add it to the list. 

You can remove and edit a property in the list by clicking it's 'Delete' or 'Edit' buttons respectively.

Moving On...

This section takes approximately 31 seconds to complete on average according to our data. The next screen asks you for details about the client's bank and previous financial history. As soon as you're ready click 'Next' to move on.

To learn more about the Banking section, click here.