How.

Three steps. Then we talk.

1. 1

   You tap the button

   It opens a fact find. Names, income, the place you want. Phone is fine. Kitchen table is fine.

2. 2

   It lands in my actual file

   Not an email I forget. A scenario I can run. That’s the whole point of the public link.

3. 3

   If something changes, you change it

   New listing. New bonus. You update the same fact find. I don’t make you start again.