Personal account center

Sign in to unlock your personal finance account

Once signed in, the borrower can continue the AI draft and also see assets, risk, credit health, and document readiness in one place.

Live sign-in methods

Current account

Borrower continuity rail

Keep precheck, upload, status, and account on one borrower path

Checking whether this borrower path is already connected to an account.

Current step: Account

AI assistant

Continue draft

Shape the borrower story, document clues, and next-step advice.

Open login

Move the browser draft into the borrower account and start a cross-device path.

Account

Current step

Keep assets, liabilities, documents, and next moves in one borrower workspace.

Readiness check

Start check

Judge whether the file should move before pushing it deeper.

Upload

Open upload

Prioritize the highest-value document bucket before escalating further.

Consent

View consent

Keep the usable data scope and revoke path visible to the borrower.

Status

View status

Review the current stage, gaps, and the latest progress.

Progress entry

Resume progress

Reconnect the mobile resume entry with the current borrower file.

Draft on this device

Your assistant draft is still useful on this device

The AI assistant keeps a local draft in this browser, and signed-in borrowers can also sync the same workspace to the cloud for cross-device continuity.

Captured fields

Detected documents

Last updated

1 Jan 1970, 12:00 am

Open AI assistant Open precheck with draft