Closer — Quick Guide

Fill the whole closer script in two clicks.

Set up once

1. Open the Closer page.
2. Drag the green ⚡ Pull from Forth button (top bar) up to your Chrome bookmarks bar.

Every call

1. In Forth, open the client's Client Dashboard (Debts tab).
2. Click your ⚡ Pull from Forth bookmark. The closer opens with name, debt, current payment, # of accounts, credit score, utilization, and program length already filled in.
3. In the closer, click 🧮 Calculate (green bar). It fills new payment, new cost, and savings.
4. Type by hand only if you use them: current term and current total cost (the "stay on your current path" numbers — Forth doesn't store these).
5. Read the script. The green highlighted spots fill everywhere as you type.

Next client

1. Click ↺ New call (top bar) to clear everything, then start again.