Property & Parties
Income & Price
Type NOI directly if that is what the broker gave you — operating expenses will back-solve.
DSCR Loan
Seller Financing Only
The DSCR loan always amortizes — payment type does not affect it.
Seller Finance Note
Down Payment — paid to seller at close
Seller carries the balance: purchase price − down payment = seller finance note.
Fees & Deposit
Type into either box — percent and dollar stay in sync.
Cash offer floor · reference only
Purchase price — NOI × 10 = 10 cap$0
Cash offer — 60¢ on that price$0
Offer Summary
Purchase Price$0
Down Payment$0
Seller Financing Note$0
Interest Rate0%
EMD$0
Monthly Payment — to seller$0
Balloon Payoff — yr 7$0
Combined LTV0%
Actions
Lender DSCR
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min 1.25x
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Lender view
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All debt
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Annual NOI$0
DSCR annual debt$0
Max loan @ 1.25x what NOI supports$0
Headroom vs. current loan$0
Cash Flow Analysis
Monthly NOI$0
DSCR Monthly Payment amortized$0
Seller Carryback Payment interest only$0
Total Monthly Outflow$0
DSCR Cash Flow lender view — excludes seller carry$0
True Net Cash Flow
After all debt incl. seller carry
$0/mo
Returns & Cash Required
Cap Rate0%
DSCR Loan Amount$0
Annual Cash Flow$0
Cash Required from Buyer$0
Cash-on-Cash ROI0%
Capital Stack
Purchase price coverage$0
Down $0
Seller note $0
DSCR loan usage$0
Closing $0
Fee $0
Credit $0
Combined LTV total debt ÷ price0%
Net Credit to Buyer
At close
$0
Welcome
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Pipeline Value
$0
no active deals
LOIs Generated
0
last 30 days
Assignment Fees
$0
in active pipeline
Needs Follow-Up
0
deals flagged
Needs Attention — Follow-Up Queue
Where You're Buying
0States
| State | Deals | Value | Fees |
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Your Activity
| Action | 24 hours | 7 days | 30 days |
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Pipeline
New here? This is how the SFB workspace works. Follow the path of a deal below, and use the cards to see exactly what each tab is for and how to use it. When in doubt, Get Deal Help.
1Analyze the deal
→
2Save to My Deals
→
3Work it (LOI + follow-up)
→
4PSA Sent → Negotiating → PSA Signed
→
5Submit to Deal Portal
→
6Drive it to close
Dashboard
Your home base — what needs your attention today.
- Check it first thing each day.
- It flags deals going stale and tells you the next move.
- See your whole pipeline at a glance.
Deal Analyzer
Run the numbers on a property and see if the deal works.
- Enter the property, price, income, and expenses.
- Set your terms — down payment, DSCR loan, seller rate.
- Read the results: cash flow, DSCR, and the cash-offer floor.
- Hit Save to Deal Log, or Generate LOI to send an offer.
The cash-offer floor is a reference only — NOI × 10 (a 10 cap), then 60¢. Not the offer you lead with.
My Deals
Every deal you've saved, tracked through your pipeline by stage.
- Move a deal through its stages as it progresses: Underwritten → LOI Sent → Negotiating → LOI Signed → PSA Sent → PSA Negotiating → PSA Signed.
- Open a card to see the full deal, add Notes, or generate an LOI.
- Once it reaches PSA Signed, the Submit to Deal Portal button appears.
- Submitting opens the closing workspace in the Portal — and the deal stays here under PSA Signed so you can still track it.
Deal Portal
Deals under contract — everything to get them to the closing table.
- Deals land here once you submit a PSA Signed deal from My Deals — this is strictly the under-contract, drive-to-close list. The deal also stays in My Deals under PSA Signed.
- Open one for the closing workspace: Closing Copilot (what's blocking), the timeline, and the trackers.
- Set the Contract date, then Auto-fill the rest of the timeline.
- Work each tracker to done; the Copilot flags overdue dates in red.
- Not actually under contract? Hit Move back to My Deals.
Templates
Ready-made scripts for outreach, follow-up, objections, and closing.
- Pick a category or search for what you need.
- Read the script and fill the [brackets] with the deal details.
- Hit Copy, then send it by call, text, or email.
Stuck on an objection? The Objections and Attorney & Advisor sets cover the hard questions.
Contracts & LOIs
Generate the letter of intent that goes to the seller or agent.
- From the Deal Analyzer (or a deal card), hit Generate LOI.
- Pick the letter type: Preferred Equity, All-Cash, 1st-Lien or 2nd-Lien Seller Finance.
- The deal's numbers merge in automatically.
- Edit anything, then Download PDF (or Copy Text) to send.
Contacts
Everyone across your deals, filed A to Z.
- Agents, sellers, and buyers add themselves automatically when you save a deal.
- Search by name, email, phone, or company.
- Add or edit anyone by hand here.
Get Deal Help
Reach Joseph and Kolby when you're stuck and need a decision.
- Call, Text, or Email them directly from their cards.
- Or use the request form: pick the deal, who to send to, and your question.
- Hit Email or Text request — it opens in your own app, with the deal's numbers attached, so it comes straight from you.
Give the short version: the situation, what you've tried, and what you need decided.
Data Backup
Protect your work — everything is saved on your device.
- Hit Back up (bottom-left) to download all your deals, contacts, and notes.
- Use Restore to load a backup file back in.
- Back up regularly, especially before switching computers.
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Profile
Login Email
Changing this changes the email you use to sign in. You'll use the new one next time you log in on this device.
Password
Team & Access
Your account role is recorded on your profile. This is the foundation for the tiered access coming next: Agents (Tier 1) manage their own acquisitions, Department Owners (Tier 2) oversee their team, and the Owner (Tier 3) sees every account and all activity across the company. Full team visibility connects when the shared backend is in place.
Scripts and messages for every step of an acquisition — outreach, follow-up, discovery, objections, and closing. Fill the [brackets] with the deal details, then copy and send. These are talking points, not legal or tax advice — always route those questions to an attorney or CPA.
Stuck on a deal? Get a second set of eyes from the team. Reach out directly below, or send a structured request with the deal details attached — it opens in your own email or texts so it comes straight from you.
Request help on a deal
Preview
Deals with PSA & LOI signed, now under contract. Each one opens into a full closing workspace to keep the timeline on track.