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Be Prepared to Refinance  Before Your Loan Matures

Refinance-Ready
Diagnostic Toolkit

The same tools and metrics used by professional and institutional investors to organize your documents, test your DSCR and LTV, and go into lender conversations prepared.

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What's Inside

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Document Checklist

A comprehensive checklist of every document a lender will ask for, so you can assemble your package with zero guesswork.

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The KPI Stress Test

A simple table to benchmark your property's key metrics (DSCR, LTV, Occupancy) against common lender targets to instantly spot any red flags.

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60-Day Value-Add Levers

A list of actionable, low-cost steps you can take in the next 60 days to improve your metrics before you apply for a loan.

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Loan Metrics Calculator

A plug-and-play calculator for key metrics like DSCR, Debt Yield, and more so you can model and stress-test different scenarios.

Download the Toolkit

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