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The Liability Review Submission Process 

We aim to make it easy and commonplace for professionals who manage any part of the financial picture to work together.

Ready to submit a scenario for a liability review? 

Below we'll walk you through the steps to submit the information needed. 

Step 1) Interview/Information Gathering


Any combination of the following methods can be used to provide information/documentation:

  • Joint phone/video calls with your team and the clients

  • Phone/video call with your team team

  • ​Direct contact with the clients (per your direction) for any additional information or documentation needed

  • Secure uploads via the link below or via or encrypted email from us or using a secure method you have available.​

If we haven't already had an Individualized Solutions Call, we encourage you to schedule that at some point as the goal is to make the Liability Review process as streamlined and efficient for you and your clients.  

Sitting at a lake at sunset

Schedule a phone or video call


Securely Send Information or Documents

Select File

Release of Information Authorization Form: 


Business Team

Strategy & Implementation

We collaborate with you to determine the best strategy for the client. 


Team High Five

Ongoing Value &


We partner with you to keep the client on track and for future reviews and support. 

Submit Informaton
Step 1


Business Meeting

Our partners control this process and can choose how hands-on or off you want to be. 


We will filter any information or correspondence through you if we're not given direct instructions to contact the client. We aim to provide value and an individualized experience for you and your clients on YOUR TERMS.


Some of our partners fill out a liability summary cover page and have us contact their clients for the rest, others are the point of contact for everything, and we never directly talk to their clients, and most fall somewhere in between.


If the client initiates direct contact with us or becomes a client, we may need to manage some correspondence separately, but the conversation will always be that we all need to be included in financial decisions and strategies.


We are constantly improving and streamlining our partner experience. We welcome the opportunity to develop custom processes and forms to work with your business model and goals to make things easier.

Step 2


The Liability Review
Working from Home

The information we need to complete a liability review is specified on our Summary Page and Interview Forms (contact us if you need them).

While we do have generic review forms, ideally, we'd like to understand what information you already gather so we can customize a streamlined and simplified form to limit the additional time and effort on your part to the extent we can. 


We offer Comprehensive Liability reviews, Express Mortgage reviews, and Specific Focus reviews.

Any combination of the following methods can be used to provide information/documentation:

  • Joint phone/video calls with the clients

  • Phone/video call with your team

  • Secure uploads to a custom portal or encrypted email (contact us to decide what you prefer)

  • Direct contact with the clients (per your direction) for any additional information or documentation needed

New to the process or have questions? Schedule your Interview Walk-Through today

Ready to Submit information for a Liability Review? 

Step 3


Business Team

Once the review is completed, we'll coordinate a time to discuss any recommendations to ensure they complement and support your overall strategy for the clients.


If we have no recommendations, we'll provide a review form showing what we reviewed that can be shared with the clients.

If there are recommendations for the future, we'll collaborate with you to develop a plan to keep the clients informed and on track. This will include whether or not you want us to correspond with the client or if you would prefer to be the main point of contact.

Step 4


Team High Five

For each review we complete: ​

  • Each client will be added to our automated system that monitors for future benefits (such as removing mortgage insurance, lowering their interest rate, etc.) - we will continue to correspond through you unless directed otherwise. 

  • Subsequent reviews will be prioritized and more efficiently completed.

  • We will continue to be involved (as much as you request) to keep clients on track with goals.


The goal is for this to be an ongoing relationship for everyone, not just a one-time solution!

We look forward to partnering with you to guide our clients on their homebuying and wealth-building journey.

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