Lender-ready in minutes
Connect your accounts and reach a lender-ready PDF in minutes, not an afternoon.
For borrowers mid-deal
Focus on the deal, not the paperwork.
When a lender asks for a current PFS, send it the same day — and keep your attention where it belongs. It isn’t just the time you save; it’s the deal you land.
Invitation-only while we onboard new borrowers. $190/year once you’re in.
Send it the same day
A clean PDF, a formula-driven Excel, or a secure revocable link — the day the lender asks.
Current when it counts
Balances refresh daily, so you’re never rebuilding the statement mid-deal.
How it works
A lender-ready PFS in minutes
Connect your accounts
Banks, brokerages, and loans — secure and read-only. Add real estate and business interests.
Review and done
Confirm labels and ownership. LivePFS assembles one lender-ready statement from all of it.
Send it to the lender
Download the PDF or share a secure, revocable link — then get back to the deal.
The next deal won’t wait for paperwork.
Create your PFS once. When the lender asks, it’s already done.
Invitation-only while we onboard new borrowers. $190/year once you’re in.