Example dashboard. A made-up firm and made-up clients. Nothing you do here is saved.Back to the partners portal

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

Excel workbook
Notes1 rows · click a row to see everything linked to it
AHousehold/PartyACategoryANoteADateASourceAEvidence
1H0001refinanceAsked about fixing part of the loan before the rate review2026-07-02email
Loans 2People 2Income 2Entities 1
Incomelinked to 1 · 2 rows
APartyANameAHouseholdAPeriodAType$GrossANetAFrequencyASourceAEvidence
1P0001Alex TaylorH00012025salary118,400annualindividual_tax_return
2P0002Sam TaylorH00012025business84,250annualindividual_tax_return