Loan

Modified on Wed, 4 Jun at 2:40 AM

Step-by-Step Guide

Go to the Loan tab in your property form
Make sure you’ve entered an Offering Price in the Basic Info section — this is required for loan calculations

If listing price is missing, click the “General Info” button to quickly navigate and add it

Selecting a Financing Type

Choose a Financing Type from the dropdown:
- Proposed – A new loan you expect to secure
- Assumable – An existing loan a buyer may take over

If no financing type is selected, loan metrics like Debt Service, DSCR, and Cash-on-Cash will not appear in your cash flow analysis

Loan Inputs

Select a Debt Service Type:
- Amortized
- Interest Only
- Interest Only & Amortized
Based on the type selected, complete the necessary fields:
- Loan Amount or Down Payment (%)
- Interest Rate
- Loan Term (Years)
- Amortization Period, if applicable
The system will automatically calculate monthly and annual debt service

Adjustments & Notes

The Loan Amount and Down Payment fields are linked — adjusting one will auto-update the other
Use the Notes field to add relevant context (e.g., lender terms or special conditions)

➕ Adding or Removing Loans

Click “Add Loan” to include multiple financing structures
Use the trash icon to delete any added loan

✅ Once saved, loan data will be reflected in your Cash Flow Analysis tables.