Bethany Beach, DE
Coastal Retreat
84/100$685,000 · $98,000/yr
Property valueCompare properties
Loan requestCompare options
Working STR incomeScenario comparison
OpportunityThree-property review
Actual customer interfaceProperty & RatingSample data
Saved-property comparison
Compare the opportunities before choosing where to focus.
Selbyville, DE
Bay Townhome
78/100$540,000 · $72,000/yr
McHenry, MD
Lake Cabin
87/100$760,000 · $108,000/yr
Actual customer interfaceFinancing OptionsPreliminary
Compare cash required, coverage and income support.
Coastal Retreat
- Cash required
- $197,000
- Actual DSCR
- 1.18x
- Annual income
- $98,000
Bay Townhome
- Cash required
- $156,000
- Actual DSCR
- 1.12x
- Annual income
- $72,000
Lake Cabin
- Cash required
- $219,000
- Actual DSCR
- 1.21x
- Annual income
- $108,000
Actual customer interfaceDecision & Next StepsSample package
Review the decision and choose what happens next.
Compare the three opportunities before focusing on one property.
Property scoreComparison
Income assumptionCompare properties
Capital objectiveSelect a property
Rate approachLower upfront cost
Concerns and ways to improve
Review appraisal, lender eligibility and current pricing before proceeding.
Actual customer interfaceWorkspace & TeamFictional participants
Temporary demo workspace
Sample Portfolio Holdings LLC
One shared view of the property, selected financing package, open questions and reviewer status.
PropertyPurchase comparison
FinancingBalanced structure
Workspace statusPreview only
Who can review the decision?
Jordan LeeLead investor
Reviewing capital contribution
Taylor MorganLLC member
Invited in this fictional example
Alex RiveraReal-estate agent
Property questions recorded
Casey BrooksCPA / trusted advisor
Tax questions pending
Sample activityProperty added for reviewFinancing option comparedCPA question recordedIllustrative only—no real people were invited and no messages were sent.
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