Does it handle LLCs, trusts, and multiple entities?

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.

How current are the mortgage balances?

Balances sync read-only from your lenders through Plaid and refresh every day, so the schedule shows current payoffs rather than numbers you typed months ago. A refreshed statement is also emailed to you every month.

Can I use the same PFS with more than one lender?

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.

A 7-day free trial — card required, no charge until day 7 — then $19/month or $190/year. Manual entry is always free.

For real estate investors and owners

Find the deal. Your PFS is already up to date.

Create your personal financial statement once — every property, every LLC, every mortgage. Loan balances refresh daily and equity recalculates on its own, so the statement is ready the day the deal shows up.

7-day free trial, then $19/month or $190/year. Manual entry is always free.

Read-only connections
Encrypted at rest
Never sold

The PFS request always lands mid-deal

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.

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, kept up to date

Create your LivePFS once: add each property, connect the mortgages and lines of credit read-only, and assign ownership to the right LLC or trust. From then on, loan balances refresh daily, 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 and credit-line balances synced read-only through Plaid, refreshed daily
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

Income Source	Annual Amount	Income Source	Annual Amount
Salary / Business Income	$275,000	Alimony / Child Support / Maintenance	$0
Bonus / Commissions	$35,000	Cash Distributions From Business	$160,000
Interest / Dividends	$42,000	Pension / Retirement Income	$0
Real Estate / Rental Income	$185,000	Other Income	$0
		Total Income	$697,000

Assets	Amount
Cash & Bank Accounts	$413,500
Accounts / Notes Receivable	$120,000
Stocks, Bonds & ETFs	$2,570,000
Real Estate	$4,850,000
Cash Value Life Insurance	$80,000
Vehicles	$45,000
Business Equity	$900,000
Total Assets	$8,978,500

Liabilities	Payment	Amount Owed
Revolving Credit / Lines Of Credit	$5,306	$672,000
Installment Loans	$4,050	$178,000
Real Estate Mortgages	$18,600	$2,255,000
Other Liabilities	$0	$35,000



Total Liabilities		$3,140,000

Net Worth		$5,838,500

Every export 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, lines of credit, bank, and brokerage read-only through Plaid and SnapTrade. 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 refresh daily and a fresh copy is emailed monthly, so you’re ready before the next deal.

What you get

Everything a lender expects, kept current

A schedule that stays up to date

Every property in one schedule with its value, mortgage, and equity. You add the properties; LivePFS keeps the loan side current so the schedule reflects where you stand today.

Loan balances refresh daily

Connect your mortgages and lines of credit through Plaid, read-only. Balances update every day, so you’re never chasing twelve payoffs before a submission.

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 and a formula-driven Excel are one click away, password-protected if you choose. Find a deal, send the statement the same day.

Every lender, no new form

Send one secure, revocable link. The same up-to-date 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 mortgage or line of credit synced against it so the equity stays current. Manual entry is always free.

Be ready before you find the next deal

One personal financial statement that stays up to date across every property, entity, and lender. Start the free trial and connect your first account in minutes.