How to collect total household income in FormFire

Brokers can make it a requirement for employees to enter in their Total Household Income (THI) in FormFire.

Turning on Total Household Income for a client in the Broker Portal

Start from the Client Dashboard. Click the orange context box for the client in question and select Client Details. 

On the Client Details screen, scroll down until you see Pre-Screen Workflow Options. Check the box by Require Employee Total Household Income, this will ensure that all employees are asked to enter in this information. 

Lastly, click Save on the top right-hand side of the screen. This will make this change live on the Employee Portal. 

Adding Total Household Income in the Employee Portal

Once logged into the account, the employee will go to the FormFire Profile page. On the Personal Information section, the employee will see that Total Household Income will appear between Gender and Marital Status.  

Viewing Total Household Income for a client in the Broker Portal

Brokers can access Total Household Income data by generating a Custom Census. From the orange menu next to the client name, select Generate Census.

First, select Custom Census as the census type. Then, select Total Household Income under Employer Info.

Lastly, scroll down and click Generate Custom Census.