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Summary:

The Your Info page allows you to build a complete financial profile.
This information is used to calculate your mortgage qualification, track net worth, and provide personalized insights.

Note: Your financial data is stored securely and is never shared without your consent. Mobile browsers have a simplified UI which may not contain all controls. For best experience, a desktop browser is recommended.

Why Add Financial Information?

Your financial profile enables:

  • Accurate mortgage pre-qualification estimates
  • Net worth tracking and projections
  • Debt-to-income ratio calculations
  • Personalized recommendations from advisors

Information Categories:
CategoryDescription
AssetsBank accounts, investments, vehicles, and other valuable property.
DebtsCredit cards, car loans, student loans, and other liabilities.
EmploymentCurrent job details, income, and employment history.
GuarantorsCo-signers who may support your mortgage application.

Adding Assets:
  1. Navigate to Your Info from the main menu.
  2. Click Add Asset in the Assets section.
  3. Enter the asset type, description, and current value.
  4. Save to include it in your net worth calculation.

Adding Debts:
  1. In the Debts section, click Add Debt.
  2. Select the debt type (credit card, loan, line of credit, etc.).
  3. Enter the balance, interest rate, and monthly payment.
  4. This information affects your debt-to-income ratio.

Employment Information:

Your employment details help mortgage specialists assess your application:

  • Current employer and position
  • Annual income and employment type
  • Length of employment

Adding Guarantors:

If you need a co-signer for your mortgage:

  1. Click Add Guarantor in the Guarantors section.
  2. Enter their contact information.
  3. Their income and assets can support your application.

Privacy and Security:
  • All data is encrypted and stored securely.
  • You control who can view your financial profile.
  • Use the Share feature to grant access to specific advisors.
  • You can delete your data at any time.

Tips:
  • Keep your information up to date for accurate calculations.
  • Include all debts, even small ones, for accurate debt ratios.
  • Regular updates help track your financial progress over time.

Additional Information:
  • See the Accounts help article for managing your user account.
  • See the Adding Mortgage Ability Details help article for qualification requirements.