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For real estate investors

Every property, every LLC, every mortgage. One statement.

Add your properties once and connect the mortgages read-only. Loan balances refresh daily and equity recalculates on its own, so the statement is ready the day the deal shows up.

Invitation-only while we onboard new borrowers. $190/year once you’re in.

A borrower reviews an illustrative LivePFS analytics view with example net-worth figures and trend lines on a laptop by a bright window

A schedule that stays current

Every property with its value, loan, and equity — the loan side stays synced daily.

No more chasing payoffs

Mortgage and credit-line balances sync from your lenders, not your keystrokes.

LLCs and trusts, rolled up right

Ownership is tracked per property, so each entity lands in the right place.

How it works

A lender-ready PFS in minutes

Connect your loans

Link mortgages, lines of credit, bank, and brokerage — secure and read-only.

Add your properties

Enter each property’s value and assign ownership to the right LLC or trust.

Send it to any lender

The same up-to-date statement works for the acquisition bank, the refi desk, and the line of credit.

Be ready before you find the next deal.

One personal financial statement that stays up to date across every property, entity, and lender — connected in minutes.

Invitation-only while we onboard new borrowers. $190/year once you’re in.