Step 3 - Enter ACCOUNTS detail from Client Fact Find Data
ACCOUNTS
Click on ACCOUNTS from the left-hand menu to take you to the Accounts screen.
This screen displays the standard set of Accounts for a Recycle My Debt client. These Accounts have been created for you.
Simply click on the relevant Account to open the ACCOUNT DETAILS.
Add the account balance, applicable interest rate, and, in the case of a P&I home loan, include the monthly repayment amount.Note: A Loan Account should have a negative balance, as it is a debt within the Account.
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