A few short steps — we only ask the questions that matter for your case.
Your broker has started this application for you. Some answers are already filled in — please check every one, correct anything that's wrong, and complete the rest.
We've carried over your figures from the calculator. Please check them, correct anything that's changed, and complete the rest.
Broker mode. Fill in whatever you already know — every search works, nothing is required, skip what you don't have. On a case's link everything you fill in saves to that link as you go; press Create client link when you're done and send it. The client opens it on page one, checks everything, and finishes.