video1.0<iframe src="https://www.loom.com/embed/ac0779b599c042239a931c9a97c37a7a" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/ac0779b599c042239a931c9a97c37a7a-2654e9ded22571bf.gif170.219In this video, I walk you through the proposal summary process, where we've reviewed the credit report and identified the accounts to include. We've chosen the shortest payoff plan, detailing the number of months, plan payments, and included accounts, which total nine. I've also added income and expenses, ensuring we don't mix them with planned payments. Now that we have all the necessary information, we're ready to move forward with gathering banking details. Please review the proposal summary screen, as it encapsulates everything for our client, and let me know if you have any questions.