No time when it counts
You’re chasing a deal and the lender wants a current PFS now. Creating or updating one is the afternoon you don’t have.
For real estate investors and owners
Find the deal. Your PFS is already lender-ready.
Create your personal financial statement once — every property, every LLC, every mortgage. Loan balances update every day and refresh in seconds, and equity recalculates on its own, so the statement is ready the day the deal shows up.
Peace of mind and time savings when it matters most.
Eligible new subscribers: 7-day free trial, then $190/year for Standard or $290/year for Pro. Card required. Cancel anytime in the first 7 days and you won’t be charged. Compare plans
- Read-only connections
- Encrypted at rest
- Your data, never sold
The PFS request always lands mid-deal
Twelve payoffs to look up
A dozen mortgages across a handful of LLCs. Pulling each current balance before you can even submit is its own project.
Stale after every refi
You close a refi or pay down a note, and last month’s statement is already wrong on the loan that matters most.
A new template at every bank
The acquisition loan, the line of credit, the refi. Each lender hands you a blank PFS form and asks you to start over.
The fix
One statement for the whole portfolio, always lender-ready
Create your LivePFS once: add each property, connect the mortgages read-only, add any lines of credit, and assign ownership to the right LLC or trust. From then on, connected loan balances update every day and refresh in seconds whenever a lender asks, equity recalculates on its own, and the same statement goes to every lender — no new form per bank.
- A real estate schedule listing every property with its value, loan, and equity
- Mortgage balances synced through secure read-only connections, updated every day and on demand
- Equity recalculated as balances move — no spreadsheet to keep
- Ownership tracked per property, so each LLC and trust rolls up correctly
- One secure, revocable link for the acquisition bank, the refi desk, and the line of credit
Every PDF carries a scannable QR certificate — open the example to see it.
How it works
A lender-ready PFS in minutes
Connect your loans and accounts
Link mortgages, bank, and brokerage accounts through secure read-only connections. Nothing is editable on their end, and nothing is sold.
Add your properties
Enter each property with its value and assign ownership to the right LLC, trust, or joint holding. LivePFS attaches the synced loan to build the schedule.
Send it to any lender
Download a lender-ready PDF or Excel, or share a revocable link. Balances update every day, a refresh takes seconds, and a fresh copy is emailed monthly, so you’re ready before the next deal.
What you get
Everything a lender expects, ready when they ask
A schedule that stays lender-ready
Every property in one schedule with its value, mortgage, and equity. You add the properties; LivePFS updates the loan side every day and on demand, so the schedule reflects where you stand when a lender asks.
Loan balances that update themselves
Connect your mortgages read-only. Balances update every day and refresh in seconds before a submission, so you’re never chasing twelve payoffs.
Equity that’s always right
When a balance drops or you update a property value, equity recalculates across the schedule and into your net worth. Nothing to recompute yourself.
Held across LLCs and trusts
Own properties across multiple LLCs, trusts, or jointly. LivePFS tracks ownership per property and rolls each entity up into the right place on the statement.
Ready for the next acquisition
A lender-ready PDF, password-protected if you choose, and a formula-driven Excel are one click away. Find a deal, send the statement the same day.
Every lender, no new form
Send one secure, revocable link. The same lender-ready statement works for the acquisition bank, the refi lender, and the line-of-credit desk.
Read-only, encrypted, yours
Account connections are read-only and can never move money. Everything is encrypted at rest with managed keys, you own your data, and nothing is ever sold. Because the loan balances come from your lenders instead of your keystrokes, underwriters can take them as reported by the institution — the property values you enter are labeled as manual entries.
Questions, answered
Yes. You add each property and its value — that’s the part no provider can reach. LivePFS then keeps the connected mortgage synced against it — updated every day and whenever you refresh — so the equity stays current.
Yes. LivePFS is entity and ownership aware. Assign each property to the LLC, trust, or joint holding that owns it, and the statement rolls each entity up correctly across the whole portfolio.
Balances sync read-only from your lenders and update automatically every day, on both plans, and you can refresh them in seconds whenever a lender asks. The schedule shows real payoffs rather than numbers you typed months ago, and a fresh statement is emailed to you every month.
That’s the point. Create one PFS and share it with any lender through a secure, revocable link or a downloadable PDF and Excel, instead of filling out a different form for every bank.
Two plans, billed annually, for connected or manual statements. On both, every connected account updates every day. Standard is $190/year, with 2 on-demand refreshes a month included and $9 for each extra. Pro is $290/year: everything in Standard, plus Analytics and on-demand refreshes up to 3 times a day. Eligible new subscribers get a 7-day free trial — card required, no charge during the trial.
Be ready before you find the next deal
One lender-ready personal financial statement across every property, entity, and lender. Choose a plan and connect your first account in minutes.
Eligible new subscribers: 7-day free trial, then $190/year for Standard or $290/year for Pro. Card required. Cancel anytime in the first 7 days and you won’t be charged. Compare plans