Pipeline
Households
One record per household: people, income, property, debts, super and goals. Everything the borrowing capacity and Financial Discovery modules need is captured here once.
Pilot walkthrough households
Deterministic UAT cases. Each loads one household with its whole chain already in place: verified profile, borrowing assessment, saved Financial Discovery, PSS closeout, approved Blueprint, an acquired property with a dated actual update, and a frozen portfolio review. Loading the same case again replaces it rather than duplicating it.
| Household | Status | Profile | Net worth | Usable equity | Retirement gap | |
|---|---|---|---|---|---|---|
No households yet — create your first household to begin. | ||||||