Overview
When presenting multiple loan options to clients, the full display can feel overwhelming, especially for borrowers who aren't financially savvy. The Hide Scenario feature lets you temporarily remove individual scenarios from the client's view while keeping all the underlying data intact. This creates a cleaner, more focused presentation that guides clients toward a decision without visual clutter.
Before You Start
Requirement | Details |
Active deal | You need a deal with multiple scenarios already created |
Scenarios to compare | At least one comparison scenario plus individual loan options (e.g., 30-year, 20-year, 15-year) |
View preference | Know whether you want clients to see the full breakdown or just the comparison summary |
Step-by-Step: Hide Scenarios from Client View
1. Switch to List View
From the Card View, navigate to the List View to see all your scenarios displayed as a list
This view gives you access to visibility controls for each scenario
2. Toggle Off Scenarios You Want to Hide
Scenario Type | When to Hide |
Existing Scenario | When you only want to show new options, not the current loan |
Individual Terms (30-year, 20-year, 15-year) | When you want clients to see only the comparison card, not each option separately |
Comparison Card | Rarely hidden, as this is typically what you want clients to focus on |
Locate the visibility toggle next to each scenario
Click to hide any scenarios you don't want displayed to the client
3. Return to Card View
Switch back to Card View to preview exactly what your client will see
Only the scenarios you left visible will appear
⚠️ Important: Hidden scenarios are not deleted. All data remains intact and accessible. You're only controlling what the client sees in their initial view.
What Your Client Experiences
Clean Initial View
Element | What They See |
Landing page | A single "View" button with no overwhelming data |
After clicking View | Only the comparison card you left visible |
Drill-down access | Full scenario details are still one click away via "View Scenario" |
Accessing Hidden Details
Even when you hide individual scenarios, clients can still access full details:
From the Comparison Card click View Scenario on any option
The complete scenario breakdown opens, showing all loan details
Clients can explore additional details without navigating back to Card View
Finishing Up
1. Preview Before Sending
Confirm only your intended scenarios are visible in Card View
Test the "View Scenario" links to ensure drill-down works correctly
2. Record Your Walkthrough Video
With the cleaner view displayed, record your explanation
Walk clients through the comparison while the visual stays focused
Send the link alongside your video for a guided experience
Quick Reference
List View → Toggle off unwanted scenarios → Card View → Preview → Send to client
Tips for Success
Start minimal, expand on request. Send the comparison-only view first, then offer to show full details if the client wants more information.
Pair with video. A clean visual combined with your narrated explanation keeps clients engaged without overwhelming them.
Use for decision-focused conversations. When a client is close to choosing, hide everything except the two or three options they're considering.
Remember drill-down is always available. Even with scenarios hidden, clients can click "View Scenario" to see complete details whenever they need them.
Unhide anytime. Return to List View and toggle scenarios back on if your client asks to see the full picture.
Related Topics
Creating Comparison Scenarios
Recording Client Walkthrough Videos
Sending Deals to Clients
Understanding Card View vs. List View