Upload an Underwriting Report

Step-by-Step Guide

1. Go to the Upload step in your property form
   

2. Click the Underwriting tab
   
   
   

3. Click the link to open the Google Sheet underwriting template
   
   

4. Make a copy of the sheet to start editing
   

   ? Only fill in the cells with a yellow background — other fields auto-calculate

5. Complete all relevant sections:

   • General Info

   • Loans & Debt Service

   • Underwriting (Income & Expenses)

   • Rent Roll
     
     

6. Once done, go to File > Download > Comma-separated values (.csv)
   
   
   

7. Return to the platform and upload the downloaded CSV file
   
   
   

8. The system will extract your data and auto-populate sections like:

   • Income Summary

   • Expenses

   • Loans

   • Rent Roll

   • Cash Flow Analysis

✅ Make sure all required data is filled in — incomplete or misformated files may not process correctly.