GuideThe deal
Make a report for your lender
Put the deal, the scope, and the comps on one page, then print it or send a private link.
- Where it is
- A house › Deal › Analysis › Lender report
- Who can use it
- Owners and admins
The lender report is a one-page investment summary built from numbers you've already entered: the deal, the rehab budget by category, and your comps. It has the house's cover photo at the top when there is one.
What's on it
- The deal: purchase price, rehab budget with contingency, all-in cost, holding costs, selling costs, after-repair value, projected profit, all-in cost to ARV, return on cash, and margin on ARV.
- Scope of work: one row per budget category, the contingency, and the total rehab.
- Comparable sales: the comps from Analysis.
- A footer with your name, your company, and today's date.
How it countsReturn on cash = projected profit ÷ (purchase price + rehab budget + hold). The loan isn't taken off, so it reads as the return on the whole project, not on your own cash.
Print or save it
- Step 1: Open Analysis and choose Lender report.
- Step 2: Choose Print or save as PDF.
Send a private link
- Step 1: On the report, find Share with a lender and choose Make a share link.
- Step 2: Choose Copy link straight away, or Send link on a phone. The link is shown once and can't be shown again.
- Step 3: Paste it into an email or a text to your lender.
The lender opens the link without an account and sees the same report, marked “Shared by” with your company name and “read-only.” They can print it or save it as a PDF.
| About the link | How it works |
|---|---|
| How long it works | 30 days from the day you make it |
| What it shows | The report only. No expenses, contacts, or other pages. |
| Which numbers | Today's numbers each time it's opened, not a copy from the day you sent it |
| How many | One per house. Make a new link turns the old one off. |
| Stopping it | Turn off link ends access at once. |
Heads upBecause the link shows live numbers, a lender who opens it next week sees next week's budget. Save a PDF if you need a record of what you sent.