Investor Tools

Purchase price, rehab budget, ARV, holding and sell-side costs, and net profit.

Gross rent, vacancy, expenses, NOI, cash-on-cash, cap rate, and DSCR in one sheet.

Model DSCR qualification and stress-test coverage across loan scenarios.

Compare your current loan against a cash-out refi: payment, equity pulled, break-even.

NOI, cap rate, DSCR, expense ratio, rent-roll strength, and price per door.

Compare flip, rental, seller finance, wholesale, and hold strategies side by side.

Buy, rehab, rent, refinance, repeat — model cash left in and infinite returns.

Model owner-finance and wrap terms, monthly spread, and exit.

Standardize seller calls — capture motivation, timeline, condition, and desired outcome.

Scan roof, HVAC, foundation, electrical, plumbing, windows, and general condition.

Title, liens, taxes, utilities, survey, zoning, permits, insurance, and access.

Identify pain points, payoff amount, urgency, price expectations, and objections.

Room-by-room rehab budget that feeds your underwriting.

Room-by-room scope so contractors bid apples-to-apples — no vague quotes.

Track final corrections before listing, leasing, or refinancing.

Track purchase, rehab draws, holding costs, and net profit with a deal dashboard.

Compare price, timeline, exclusions, warranty, payment terms, and red flags.

Scope, timeline, payment schedule, change orders, warranty, and lien waivers.

Track paint, flooring, fixtures, appliances, hardware, and finish selections.

Track demo, rough-in, inspections, finishes, cleaning, photos, and list date.

Support marketing, lender docs, insurance records, and case studies.

Texas residential lease with fill-in placeholders, attorney disclosure, and a move-in/move-out inventory & condition form.

Document condition at possession to protect against deposit disputes.

Document damage, cleaning, and repair needs at surrender.

Clear breakdown of deposit deductions and remaining balance.

Advance notice for maintenance, inspection, showing, or repair access.

Formal pre-eviction notice (Texas default: 3 days) demanding past-due rent or surrender of the premises.

Locks, cleaning, paint, detectors, filters, utilities, and listing readiness.

Document renewal terms, rent increases, and a response deadline.

Create a clean record when ending a lease at expiration.

Separate pet rules, fees, damage responsibility, and restrictions from the lease.

Document approved occupants, rent responsibility, and joint obligations.

Income, credit, and background screening criteria for self-managing landlords.

Organize unit, tenant, lease dates, rent, and deposit across your portfolio.

Tenant communication scripts — move-in, late rent, maintenance, and renewals.

Personal financial statement, property schedule, net worth, and cash flow — 14 tabs.

IDs, entity docs, tax returns, bank statements, insurance, and closing docs.

EIN, bank account, operating agreement, registered agent, bookkeeping, and records.

Income, expenses, 1099s, mortgage interest, depreciation, and entity documents.

Compare rates, points, LTV/LTC, fees, term, draw process, and prepayment penalty.

See the true cost of capital across multiple lenders.

Keep entity name, address, EIN, authorized signer, and banking details organized.

Clarify repairs, CapEx, mileage, meals, utilities, insurance, taxes, and fees.

Standardize closing docs, leases, insurance, taxes, warranties, permits, and photos.

Track property visits, business travel, date, purpose, and mileage.

Collect contractor tax information before year-end.

Track who may need 1099s and whether W-9s were collected.

Sample joint-venture agreement for deal partners. Edit to fit your terms.

A one-page framework to present a lending opportunity to a private lender.

Outline for a credibility + onboarding packet for new investor clients.

Verify repairs, utilities, personal property, and condition before closing.

Standard package for agents submitting deals to investors.

Title, survey, insurance, utilities, access, liens, taxes, and final walkthrough.

Builder's risk, landlord, vacant-dwelling, liability, flood, and umbrella coverage.

Texas-focused: cracks, doors, windows, drainage, and engineer recommendations.

Locks, cameras, water shutoff, insurance status, lawn care, and utility safety.

Flag electrical, plumbing, structural, HVAC, additions, and local permit needs.

Practical reminders for advertising, screening, showings, and communications.

Pre-1978 sale and rental disclosure awareness.

Visible damage, odor, prior leaks, disclosure issues, and pro evaluation needs.