Edit Scenarios
Overview
You can edit any existing financial plan created for a prospect.
If you don't yet have any financial scenarios / plans set up, start there:
- Buy to HMO - buy a property to rent as an HMO.
- Buy to Let - buy a property to rent.
- Buy to Sell - buy a property to upgrade and sell.
You can add as many plans to a property as you need to, or edit existing plans as needed.
Edit a Plan
You'll see all plans for a prospect in the Plans tab for that property.
Each plan has a Details button on the right hand side - click to open the plan in full.
You can make any changes to the plan, then click Save Plan to store the changes. You can also click Revert Plan to revert to the last saved version.
After saving, reverting to any older plan is no longer possible.