Guides & calculators

Tools to make underwriting faster.

Assets listed below are placeholders until the content team finalizes design and gating strategy.

Fix & flip budgeting worksheet

Template we use with borrowers to estimate rehab costs, draw schedules, and contingency.

Status: Coming soon — drop email to be notified. Preview placeholder

Rental portfolio DSCR calculator

Interactive tool for sizing DSCR loans using the same ratios our lenders review.

Status: Available Q2 — currently capturing interest list. Preview placeholder

Commercial loan document checklist

Consolidated list of documents local banks request for CRE, SBA, and equipment financing.

Status: Download in exchange for email (integration pending). Preview placeholder

Resources

Download the due diligence checklist

Placeholder description encouraging visitors to exchange their email for a gated asset. Replace with final marketing copy.

Form submission will connect to marketing automation. TODO: integrate provider.

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