video1.0<iframe src="https://www.loom.com/embed/e85c59c890f346ad97506f65bf417a32" frameborder="0" width="1866" height="1399" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13991866Loomhttps://www.loom.com13991866https://cdn.loom.com/sessions/thumbnails/e85c59c890f346ad97506f65bf417a32-015e3d596ecc5819.gif544.833This Loom demonstrates how to use the RetireMap MCP inside Marloo to push client data into retirement and generate scenarios. Roland shows building a client John and Jane Smith base plan from in-Marlou contacts, including facts like employment, super, insurance, loan details, valuations, expenses, and stated goals, with an identified issue of cashflow deficits in some projection years and drawing sources from uploaded documents. He then clones the baseline to model a strategy where they sacrifice to the maximum concessional contributions until age 60, make $100,000 non-concessional contributions at age 61, and address drawdown deficits by changing to an account-based pension starting at age 65, with contributions and pensions flagged and reviewed. Finally, he shows creating a summary note and using the MCP to populate statement of advice net worth projections across columns and calculate differences between scenarios.