What you get
You'll get a comprehensive one-page scorecard that you can share with your team and use as a starting point for fixing the right problems first.

Clear Refinance Readiness Score Results
See how your portfolio systems stack up across reporting, NOI, and financial resilience in one clear score that shows how prepared you are for your next refinance or loan review.

Individual Category Scores and Action Items
View separate scores across four different categories, so you can see exactly where your systems are strong and where they are fragile in the eyes of a lender.

Practical 90-Day Fixes to Implement Now
Get tailored 90-day suggestions so you can pick one or two realistic fixes that tighten your lender story, instead of another long wish list that never gets implemented.
How it works
Step 1
Answer the focused questions about how your portfolio actually runs today.
Step 2
Get your Readiness score across the key categories, plus action items.
Step 3
Review tailored recommendations and decide what to tackle first.

