A schedule that stays lender-ready
Every property with its value, loan, and equity — the loan side updates every day and on demand.
For real estate investors
Every property, every LLC, every mortgage. One statement.
Add your properties once and connect the mortgages read-only. Loan balances update every day and refresh in seconds, and equity recalculates on its own, so the statement is ready the day the deal shows up.
Eligible new subscribers: 7-day free trial, then $190/year for Standard or $290/year for Pro. Card required. Cancel anytime in the first 7 days and you won’t be charged. Compare plans
No more chasing payoffs
Mortgage 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, bank, and brokerage accounts — 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 lender-ready statement works for the acquisition bank, the refi desk, and the line of credit.
Be ready before you find the next deal.
One lender-ready personal financial statement across every property, entity, and lender — connected in minutes.
Eligible new subscribers: 7-day free trial, then $190/year for Standard or $290/year for Pro. Card required. Cancel anytime in the first 7 days and you won’t be charged. Compare plans