Build your readiness profile one step at a time
Start by choosing your goal. Each section unlocks after the required details are complete, so you only see what matters for your selected path.
What are you preparing for?
Choose your goal first. The rest of your profile setup will adjust to the standards and required information for that path.
Basic profile
These required details help keep your readiness profile organized, accurate, and tied to the correct customer.
Income sources
Enter or review income by source. The total rolls into the existing monthly_income field used across the platform.
Credit and debt
Review monthly debt, score, utilization, and liability details. Approved credit report values may prefill or improve these fields when available.
Assets and reserves
Enter or review liquid asset sources. The total rolls into the existing cash_reserves field.
Path-specific details
Only the fields for your selected path should matter here.
Readiness review
This review uses the existing centralized readiness and confidence engines. Your profile can be complete even if more document support is still recommended.
Complete profile setup
You can complete profile setup once the minimum required profile fields are present. Documents can still be added later to improve confidence.
Upload and apply document-supported values
Upload the document from this field. We will review it, show the extracted value, and only update your intake after you approve it.
Review before applying
Required and recommended documents
This tracker updates from your selected path and the evidence saved from uploaded documents. Missing items can be uploaded in the Document Wallet or directly from intake fields.