Request debt list creates a standalone, dedicated debt-list link — separate from Household Check-In — where a prospect can enter what they currently owe. Send email sends that link; Copy link lets you deliver it yourself. The advisor sees the request as Pending until the prospect submits it, then Submitted, and Policy Stack creates a Debt Payoff Path Sequencer scenario from their entries.
Send the Request
- Open Practice -> Clients and select the contact.
- Open Discovery and find the debt list section.
- Select Request debt list.
- Choose how long the link stays open — 7, 14, or 30 days.
- Add an optional personal message.
- Select Send email or Copy link.
A second entry point is Scenarios -> New Scenario -> Debt Payoff Path -> A prospect in my pipeline. Select the prospect, then send or copy the same dedicated debt-list request — or continue and model now with your own numbers; a later submission creates its own dated scenario and both are kept. If you select an existing client instead, the new Sequencer step loads that client's shared recorded liabilities from Policy Stack.
A pipeline deal is not required. If the contact already has one, it is attached to the request automatically.
For a connected client, use Liabilities -> Request liability inputs instead. This creates an in-app request and a preference-aware email linking the client to their own Liabilities workspace. The advisor sees Requested, In progress, or Completed, and can send a reminder while the request is open.