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How to configure your ActionPath, from goals through to projected FHR

How to Use ActionPath

How ActionPath calculates your projected FHR for each strategy and how strategies compound when combined

How ActionPath Models the FHR Projection

Creating an ActionPath builds the plan for improving your FHR — but your actual rating only moves when you submit new financials and your rating is reassessed

Projected FHR vs Actual FHR

ActionPath Sharing lets Essential and Pro tier members give clients controlled, revocable access to their financial improvement plan — proactively, or in response to a client request

ActionPath Sharing

Understanding what your client is asking for when they request an ActionPath vs. an FHR

How ActionPath Requests Differ From FHR Requests

Eamonn Mannion

Lucas Lindenlaub

ActionPath

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