Client database
Your clients, households, loans and income, linked together. Click any row to see everything connected to it.
Last updated 09:34Refresh
Draft · 2 questions still open · built Thu 15 Oct 09:34
Households3 rows · click a row to see everything linked to it
| AHousehold | AName | AMembers | ## members | AEntities linked | AShared entities | $Personal loan balances | AStory | AAddress | AClient folder(s) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | H0001 | Alex & Sam Taylor | P0001 Alex Taylor, P0002 Sam Taylor | 2 | E0001 Taylor Family Trust | 1,240,000 | Brisbane QLD 4000 | Clients/Taylor | ||
| 2 | H0002 | Jordan Lee | P0003 Jordan Lee | 1 | 412,500 | Robina QLD 4226 | Clients/Lee | |||
| 3 | H0003 | Priya & Dev Sharma | P0004 Priya Sharma, P0005 Dev Sharma | 2 | E0002 Sharma Holdings Pty Ltd | 865,300 | Carindale QLD 4152 | Clients/Sharma |
Loanslinked to H0001 · 2 rows
| ALoan | ABorrowers | AHouseholds | ALender | AType | AProduct | AAcct (last 4) | ALimit | $Balance | ABalance date | #Rate % | ARate type | AFixed expiry | $Repayment | AFrequency | ABalance source | ARate as at | ARate source | APurpose | AInferred | AHow it was worked out | AEvidence | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | F0001 | P0001 Alex Taylor, P0002 Sam Taylor | H0001 | Westpac | home_loan | Flexi First | 1234 | 612,400 | 2026-09-30 | 6.74 | variable | 3950 | monthly | stated | 2026-09-30 | stated | owner-occupied | rate 6.74% on the statement to 2026-09-30 | ||||
| 2 | F0002 | P0001 Alex Taylor | H0001 | CBA | investment_loan | Investment Home Loan | 5678 | 455,000 | 2026-08-31 | 6.21 | variable | 2800 | monthly | stated | 2026-08-31 | calculated | investment | interest $2,320.18 over 30 days on $455,000 = 6.21% a year |