Property name Market Asset type iType of property. This helps frame how you compare the deal and which assumptions are most relevant. Multifamily Single Family Mixed Use Storage Retail Office Industrial Stage iWhere the deal sits in your pipeline so you can filter and prioritize it. Lead Underwriting LOI Due Diligence Closed Dead Deal strategy iChoose the business plan. Rental hold focuses on cash flow, slow flip focuses on installment-style resale, and flip focuses on quick resale margin. Rental Hold Slow Flip Flip Financing iSelect the acquisition capital stack. You can use all cash, a bank loan, seller carry, or a split bank plus seller-finance structure. Bank Loan Cash PML Seller Financing Bank + Seller Finance Bank LTV % iPercent of total basis funded by a conventional lender. Loan amount iExplicit acquisition loan amount. If you fill this in, the app will use it instead of deriving the debt from a percentage. Seller carry % iPercent of total basis financed by the seller through a note or carryback. Seller carry amount iExplicit seller-finance amount. If entered, this overrides the seller carry percentage. PML loan % iPercent of total basis funded by the private money lender. Acquisition down payment amount iCash advanced before acquisition to secure the deal. This is tracked separately as temporary capital that is credited or reimbursed at acquisition closing. Units iNumber of rentable units or doors. Used for price-per-unit and comp comparisons. Purchase price iContract acquisition price before rehab and closing improvements. Monthly rent iExpected monthly rent at stabilization. Used mainly for rental holds. Other monthly income iLaundry, parking, RUBS, pet fees, storage, or other recurring property income. Expense ratio % iPercent of effective income consumed by operating expenses like taxes, insurance, repairs, management, and utilities. Vacancy % iRevenue loss assumed from physical vacancy and collection loss. Capex reserve % iReserve set aside for longer-term capital items like roofs, HVAC, parking lots, and major turns. Rehab budget iCapital needed to improve the property before stabilization or resale. Closing costs iUse a flat dollar amount or a percent of purchase price. Choose the mode that matches how you want to underwrite the deal.

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Cash to close % iCash needed to close the acquisition after loan proceeds and credits are applied. Bank interest rate % iAnnual rate on the active acquisition debt. Seller note rate % iAnnual rate on the seller-financed portion. Bank term (years) iHow long the active acquisition debt lasts before it is paid off. Seller term (years) iAmortization or payoff window for the seller note. Target hold (years) iHow long you plan to hold before refinance, sale, or note payoff. After repair value iEstimated stabilized value for flips, or agreed sale price to the end buyer on a slow flip. Monthly payment from buyer iFor slow flips, this is the installment payment you expect to collect from your buyer each month. Buyer down payment at owner-finance sale iCash your end buyer puts down when you owner-finance the property to them. Balloon payment iLump sum expected at the end of the owner-finance note from your buyer or owed to the seller on acquisition. Disposition fee / sell costs % iBrokerage, closing, and disposition costs as a percent of exit value or resale price. Annual taxes + insurance iBase year property taxes and insurance. The app grows this over time for long holds and owner-finance deals. Taxes + insurance growth % iAnnual growth rate for taxes and insurance. Defaults to 0.5% so long-hold projections don't assume flat carrying costs forever. Notes Next action