> For the complete documentation index, see [llms.txt](https://docs.scaleconnect.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.scaleconnect.com.au/scaleconnect-docs/help-centre/quick-start.md).
# Quick Start
Get set up, then see what the platform can do.
***
## Install ScaleConnect Desktop App
{% @arcade/embed url="" flowId="Z986aDg0XteeBSu4v76J" %}
***
## Platform Tour
A closer look at the screens and tools you'll use every day.
### 1. Add a client
Open [Your Clients](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/client-dashboard.md) and click **Add Client**. Build a profile, add a property, set a goal, and save. The dashboard is your operational home — every client appears here with search, sort, and list/timeline views.
### 2. See where they stand
Click into the client. The **Overview** tab shows their full financial position — portfolio value, equity, debt, cashflow, goal progress — on one screen. The goal you just set has a timeline attached: you can immediately see how far away they are and what needs to change to get there.
### 3. Run a scenario
Switch to the **Simulator** tab — an interactive timeline projecting every month for up to 30 years:
* **Client timelines** (purple rows) — income, expenses, loans, and life events across months
* **Property timelines** (green rows) — rental income, loan updates, capital growth, refinances, sales
* **Timeline markers** — green line (strategy start), purple line (today), blue line (property added date)
* **Event selector** — click the **+** button or any grey month bar to add events (rate changes, refinances, pay rises, property sales, bonuses, one-off expenses)
* **Monthly summary cards** at the top — Cash Available, Portfolio Value, Equity Available, Debt Outstanding — update live as you add or change events
Every change recalculates the entire projection instantly. No "run" button, no waiting. Add a rate change and watch 30 years update in real time.
For the full event catalogue see [Assumptions & Events](/scaleconnect-docs/simulator/assumptions-and-events.md).
### 4. Ask your AI Assistant
Each client has an **AI Assistant** tab that queries 50+ tools across strategy inputs, portfolio positions, cashflows, loan structures, goals, and timeline projections. It traces causality through a 355-node dependency graph backed by 967 field definitions and Australian property/finance principles.
* Suggested prompts tailored to the client's current position
* Voice input supported
* Response actions: Copy, Share, Regenerate, Add to Notes
> "What's this client's borrowing power?" "Compare the base case with the refinance scenario."
See [AI Assistant](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/ai-assistant.md) for the full capability set.
### 5. Generate a Client Review
ScaleAI generates structured portfolio analyses for each client — covering snapshot metrics, observations, goal progress, and prioritised next steps. You configure the schedule (monthly to annual), choose which sections to include, and set the approval mode (auto-approve, pending approval, or manual review).
Reviews are sent to clients through ScaleApp chat. Add your own recommendations before sending to turn an AI analysis into a conversation starter.
See [AI Client Reviews](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/ai-reviews.md) for setup and configuration.
### 6. Go broader with Broker Brain
Click the **Broker Brain** icon in the top nav. Unlike the per-client AI Assistant, Broker Brain sees every client, property, loan, and strategy across your brokerage:
* Refinance signals — fixed rates expiring, competitive rate gaps
* Revenue forecasts — projected trail income and settlement pipeline
* Review schedules — upcoming and overdue client reviews
* Equity milestones — clients approaching borrowing thresholds
The welcome screen suggests three starting actions: Brokerage Snapshot, Revenue Forecast, Refinance Signals.
> "Show me clients with fixed rates expiring in the next 90 days."
See [Broker Brain](https://github.com/scaleapp-au/scaleconnect-docs/blob/main/broker-brain.md) for the full guide.
---
# Agent Instructions
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