Looking up twelve loan balances
A dozen mortgages across a handful of LLCs. Pulling each current payoff before you can even submit is its own afternoon.
Mortgage balances sync read-only, equity recalculates across every property, and your statement is lender-ready before the next acquisition loan — without rebuilding the form for each bank.
A dozen mortgages across a handful of LLCs. Pulling each current payoff before you can even submit is its own afternoon.
The acquisition loan, the line of credit, the refi at a different bank. Each one hands you a blank PFS and asks you to start over.
You close a refi or pay down a note, and the statement you typed last month is already wrong on the loan you care about most.
When the numbers come from your own keystrokes, underwriters treat them as estimates and ask for backup. That slows the close.
The fix
LivePFS is the common app of personal financial statements. Build one statement that owns your whole real estate position, keep it current on its own, and send it to any lender instead of filling out their form. Connect your loans and bank read-only; add the properties no provider can reach. The schedule maintains itself from there.
How it works
Link mortgages, lines of credit, bank, and brokerage read-only through Plaid and SnapTrade. Nothing is editable on their end, and nothing is sold.
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.
Download a lender-ready PDF or Excel, or share a revocable link. A fresh statement is emailed to you monthly, so you're ready before the next deal.
What you get
Every property in one schedule with its value, mortgage, and equity. You add the properties; LivePFS keeps the loan side synced so the schedule reflects where you actually stand.
Connect your mortgages and lines of credit through Plaid, read-only. Balances update on their own, so you're never chasing twelve payoffs before a submission.
When a balance drops or you update a property value, equity recalculates across the schedule and into your net worth. Nothing to recompute by hand.
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.
A lender-ready PDF and a formula-driven Excel are always one click away, password-protected if you choose. Find a deal, send the statement the same day.
Send one secure, revocable link. The same current statement works for the acquisition bank, the refi lender, and the line-of-credit desk.
Account connections are read-only and can never move money. Everything is encrypted at rest with KMS, you own your data, and nothing is ever sold. Because the loan balances come straight from your lenders instead of your keystrokes, underwriters take the schedule at face value.
Yes. You add each property and its value — that's the part no provider can reach. LivePFS then syncs the mortgage or line of credit against it so the equity stays current. Manual entry is always free.
One PFS that stays current across every property, every entity, and every lender. Start the free trial and connect your first account in minutes.
7-day free trial, then $19/month or $190/year. Manual entry is always free.