Financial profile
New household
Only what we genuinely know is needed to start. Captured once. Every figure here feeds borrowing capacity and the Financial Discovery presentation — nothing is ever re-keyed into a second sheet.
Matches the existing customer record and fills in what we already know. Anything already entered here is kept — a match never overwrites it.
Internal only — drives the household list filters.
Excludes debt repayments. Servicing uses the greater of this and HEM.
Enter moves to the next field