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I've been requested to share an ActionPath, why?

Your client has requested you to share your ActionPath.

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Written by Lucas Lindenlaub
Updated today

Your client or customer may request you to complete and share an ActionPath to supplement your company's FHR. While an ActionPath does not replace the FHR, it allows you to provide more information about your financial position and the plans in place to improve it in the next 6-12 months.

You may have been requested to complete an ActionPath for multiple reasons, such as:

  • Your FHR outcome is below a certain threshold

  • Your updated FHR score dropped more than 15 points from the previous rating outcome

  • To assess your financial trajectory, not just your current position

  • Your trending FHR triggered some follow up questions

  • To enable more productive financial discussions

  • To support onboarding, renewals, or commercial reviews

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