Features
Portfolio tracking
Keep the properties you've funded for clients in one book, and see which ones have reached the equity you were waiting for.
What you get
The short version
Record settlement date, purchase price, loan amount and lender against each property you've funded, and attach the clients on it.
Current estimated value and equity are worked out on the server, so the figure on the card is the same figure everywhere.
Set a target equity percentage per property, then filter the book down to the ones that have hit it.
Loan details are entered by hand today — there's no bank connection pulling balances in yet.
More features
The rest of the platform
Ready to see it in action?
Tell us who you are and we'll point you at the right starting place. Or watch a 2-minute walkthrough.