How do I link a mortgage to my home

Step 1: Add the home loans in the Debts section.

Step 2: Add Asset > Homes > Home address tab > Enter the Property address and hit ADD. It will show you the asset value automatically if available. If not, it will ask you to enter the asset value manually.

Step 3: In the 'Mortgage Balance' field, you can select and link the home loan *

If you have more than one loan for this home > After you add the asset > Go to the asset details > Mortgage Balance > You will see a link to add another loan.


* You may also enter the loan balance manually, which in turn will get added to Debts as a manual entry.

* If you don't see the Mortgage Balance field on an already added manual asset, then click on the 3dots button and click on Connect Homes and enter the details again. This will convert the row to the asset-type Home and then you will be able to link the mortgage.

Still need help? Contact Us Contact Us