A schedule that stays current
Every property with its value, loan, and equity — the loan side stays synced daily.
For real estate investors
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.

Every property with its value, loan, and equity — the loan side stays synced daily.
Mortgage and credit-line balances sync from your lenders, not your keystrokes.
Ownership is tracked per property, so each entity lands in the right place.
How it works
Link mortgages, lines of credit, bank, and brokerage — secure and read-only.
Enter each property’s value and assign ownership to the right LLC or trust.
The same up-to-date statement works for the acquisition bank, the refi desk, and the line of credit.
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.