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Overview and Request Form
Stencils are a powerful means to garner client information and to prompt important conversations!
Please click the button below to access the Stencil Request form. You may request up to a total of five stencils from the three categories listed at any one submission.
Follow the instructions on the form to select and submit your preferred stencils. Please allow up to three business days to complete your request. Additionally, upon completion, we will provide instructions on how to effectively utilize and customize each Stencil.
Previews
⭐ Don't know which one(s) to request? Get a preview of the tiles that will be applied by clicking on the links below!
Household Stencils (based on multiple members in a household)
Member Stencils (based on one member in a household)
Entity Stencils (concentrates on financials that entities have)
Your New Stencils Explained
👉 Household Stencil Explained
👉 Member Stencil Explained
👉 Entity Stencil Explained
👉 Find and Edit Your New Stencils
Quick Tips!
Unlike the stencils that come with the platform (which are indicated by an astrisk "*" in the Apply Stencil Tool) these are uploaded to your Household Index. You may edit them as you desire.
Learn all about stencils here ↗️
The list of new stencils is always growing!
7/2023