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Setting Up Financing

Configure loan terms, view amortization schedules, and model sources & uses.

Where to find it

Click Financing in the sidebar — it's the second tab, right after Summary.

What you can configure

  • Loan type — fixed-rate or floating-rate (with SOFR spread). The app fetches the current SOFR rate automatically.
  • Loan terms — LTV, interest rate, amortization period, loan term, interest-only period
  • Seller financing — optional secondary financing from the seller
  • Sources & Uses — auto-computed from your deal inputs, showing equity required, loan proceeds, and total uses

Amortization schedule

The tab includes an interactive monthly amortization schedule with a year slider. See principal vs. interest breakdown, remaining balance, and cumulative interest paid for each month of the loan.

Still stuck?

Reply to [email protected] with the deal ID and we'll review the financing setup.

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Still have questions? [email protected]