The Usual
A patchwork of emailed spreadsheets, screenshots, and statements assembled the night before. The underwriter spends the first 30 minutes cleaning your data before they can even evaluate it.
Send a Lender-Ready Portfolio in 30 Seconds
Your entire real estate portfolio, packaged the way underwriters expect: instantly. Operator generates a clean rent roll, schedule of real estate owned (SREO), and financials from live data, so you can send a lender-ready PDF in seconds.
Free to start. No credit card required.
Trusted by 2,400+ independent investorsOperator monitors your portfolio in the background so nothing slips.
Downloadable SREO Template
A blank spreadsheet you have to maintain forever.
vs
Operator
Live system that generates lender-ready rent roll and SREO PDFs in one click.
The Problem
Your spreadsheets are stale, incomplete, and you look like an amateur.
Every loan, refinance, and credit line renewal starts the same way: the bank asks for your financials, and you rebuild them from scratch. A rent roll that has not been updated since the last time a banker asked. A personal financial statement pieced together from memory. Hours of work, every time, and it still lands on the underwriter's desk looking like a side hustle.
The Difference
Same properties. Different borrower.
With Operator
One clean, standardized PDF generated from live data. Rent roll, schedule of real estate owned (SREO), income and expenses — current as of today. The underwriter starts evaluating immediately.
From The Lender's Side
“This is better than a rent roll because it is live data. If I could export this as a PDF and send it to a banker, the underwriter would say this guy has it together, we need to take him seriously. You are saving me hours, and that is worth a lot of money to me.”Commercial banker, 1,000+ loans under management, real estate investor
How It Works
3 steps to a lender-ready rent roll and SREO on demand.
Step 1
Add your properties
Enter your portfolio once. Operator pulls the rest automatically.
Step 2
Stay continuously up to date
Income, expenses, balances, and values update in the background.
Step 3
Export your lender-ready PDF
Click once and send a clean, fully formatted portfolio package — no rebuilding, no formatting, no scrambling.
Every loan request becomes a one-click send.
$25per month
Pro
Everything you need to send lender-ready financials instantly:
- One-click lender-ready PDF and Excel exports
- Rent roll and SREO always current
- Live portfolio data (income, expenses, values)
- Market rent visibility across units
One loan application takes hours of document prep. The next time a bank asks for your financials, you will already have them.Click once. Send. Done.
Free to start. No credit card required.