It is necessary to fill in this page as it is required to choose an active buyer for your analysis. Furthermore, you will be able to modify your buyer's personal information (assets, liabilities, expenses, etc.)
To access this page, click on the Tools menu at the bottom left of the screen.
- Add
To add a new buyer to your list, click on the Add button. You can add as many buyers as necessary.
- Modify
To modify the buyer's profile, click on the Modify button next to the buyer's name.
- Delete
To delete a buyer, select the buyer to delete and click on the Delete button at the right.
- Buyer Profile
Enter all the information you've collected on your buyer. The only information that is mandatory is the buyer's name.
- Buyer's Assets
Enter your buyer's assets. This information is not mandatory; however, its purpose is to produce a complete report for a financial institution or for a buyer. It is important to obtain proper authorization from the buyer before using this information.
- Buyer's Liabilities
Enter your buyer's liabilities. This information is mandatory because it allows you to calculate your buyer's maximum purchase price. For every liability entered, it is possible to enter a yearly amount by selecting the Annual option located in the upper part of the window. However, if you do not know the yearly amount, click on the Monthly option and enter the amount of the liability. The annual amount will automatically calculate itself. You can change your amounts from Monthly to Annually as many times as you want.
- Buyer's Income
Enter your buyer's income. This information is mandatory because it allows you to calculate your buyer's maximum purchase price. For every income source entered, it is possible to enter a yearly amount by selecting the Annual option located in the upper part of the window. However, if you do not know the yearly amount, click on the Monthly option and enter the income amount. The annual amount will automatically calculate itself. You can change your amounts from Monthly to Annually as many times as you want.
- Buyer's Expenses
Enter the buyer's potential expenses after he has acquired his home. This information is not mandatory.
Notice that the most common expenses are already listed. However, you may modify these at will. For each expense, it is possible to enter a yearly amount by selecting the Annual option. However, if you do not know the yearly amount, click on the Monthly option and enter the income amount. The annual amount will automatically calculate itself. You can change your amounts from Monthly to Annually as many times as you want.
At any given time, you can enter additional expenses in the blank boxes. An unlimited number of expenses can be added as, each time you enter a new expense, another blank box will appear.
- Save
To save your entries, press on the Save button or click on the arrows to move to another page. Your data will be saved automatically.
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Mots clés::
add
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assets
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buyer
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delete
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expense
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income
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information
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liabilities
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modify
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personnal