Section Guide - Financial Information (assets and liabilities)

If you have connected a Plaid account, most of these fields will be pre-filled for you. 

Check them quickly to make sure they are accurate and update them if necessary.

If you have not connected a Plaid account, consider going to the integrations section and connecting Plaid first. Our goal is to automate a lot of this for you, so it's in your best interest to use these integrations to do much of the heavy lifting.

That aside, make sure to complete these fields carefully and accurately. Incorrect information could delay or even hamper your application, so please be diligent.

Do NOT include real estate assets like your main residence or investment properties in this section. You will enter those assets in the next section

Assets - Bank Accounts, Retirement, and Other Accounts You Have

For all asset-based accounts listed in the drop-down menu, list your Account Type, Financial Institution, Account Number and Cash or market value.

If you have more than one, (many people have more than one!), use the "+" symbol to add another row and enter all Asset types

Other Assets and Credits You Have

Use this section for other less common asset types listed in the drop-down menu. 

For each asset, add the Asset or Credit Type from the drop-down menu and the Cash or Market Value

If you have more than 1, use the "+" symbol to add another row.

If you do not have any, tick “does not apply”.

Liabilities - Credit Cards, Other Debts, and Leases that You Owe

Use this section for common liability types listed in the drop-down menu. 

For each, add the Account Type, the Company Name, the Account Number, the Unpaid Balance, check the box if it is to be paid off before closing and enter the Monthly Amount. 

If you have more than one, use the "+" symbol to add another row.

If you do not have any, tick “does not apply”.

Other Liabilities and Expenses

Use this section for common Other Liabilities and Expense types listed in the drop-down menu. Common items here include Child Support and Alimony. 

For each liability expense, add the liability or Expense Type and the Monthly Payment.

If you have more than 1, use the "+" symbol to add another row

If you do not have any, tick “does not apply”.

When you have completed this section, move onto the next section by clicking "Next".