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Debt Optimizer

Your debt is a tool. Use it.

See your entire debt portfolio at once. Model refinance scenarios, compare HELOC vs. cash-out refi, and get a step-by-step debt optimization playbook that sequences decisions by impact and urgency.

Portfolio debt service

$11,360/mo

88 Pine Avenue

Conventional

$1,820

6.20%

142 Oak Street

DSCR

$2,240

7.85%

305 Market Blvd

Commercial

$4,180

5.95%

17 Harbor Lane

Hard Money

$3,120

11.50%

Toggle Current ↔ Optimized — savings recalc per loan

Debt Portfolio

PropertyBalanceRateMaturity
88 Pine Ave$485K6.75%Mar 2029
142 Oak St$310K5.50%Jul 2031
305 Market$820K6.25%Nov 2027
27 Elm Dr$245K5.00%Feb 2033
Total debt: $1.86MWtd avg rate: 5.94%

Debt Overview

See all loans across your portfolio in one view. Maturity timeline, rate distribution, and lender concentration at a glance.

Rate Analysis

CurrentMarket

88 Pine

6.75%
5.25%

142 Oak

5.5%
5.25%

305 Mkt

6.25%
5.25%

27 Elm

5%
5.25%

Rate Analysis

Compare your current rates against market benchmarks. Identify properties where refinancing could yield significant savings.

Maturity Timeline

202620272028202920302031
305 Market
Nov 2027
88 Pine Ave
Mar 2029
142 Oak St
Jul 2031
27 Elm Dr
Feb 2033

Maturity Planning

Visualize upcoming maturities and plan ahead. Avoid refinancing crunches with proactive planning.

Refinance Model — 88 Pine Ave

Current

Rate6.75%
Payment$3,200/mo
Annual$38,400

Refinanced

Rate4.9%
Payment$2,860/mo
Annual$34,320

Annual Savings

$4,080/yr

Refinance Modeling

Model refinancing scenarios with current market rates. See impact on cash flow, returns, and equity position.

LTV Management

88 Pine Ave62%
142 Oak St71%
305 Market78%
27 Elm Dr55%
75% LTV threshold

LTV Management

Track loan-to-value ratios across properties. Identify opportunities to access trapped equity or reduce leverage.

Outcomes

Refinance the right loan, at the right time

$340/mo

Avg savings per refinance flagged

Median across rate-improvement signals on Conventional and DSCR loans.

1.82×

Portfolio DSCR target

Live monitoring against your covenants — alerted before your lender notices.

12 mo

Refi window forecast

Per-loan timeline showing when prepay penalty drops, rate caps reset, and balloon dates hit.

See Debt Optimizer in action

1

View Debt Portfolio

Start with a complete overview of all debt across your portfolio. Key metrics and alerts surface opportunities.

Debt Portfolio

Total: $1.86M • Wtd Avg: 5.94%
PropertyBalanceRateMaturityDSCR
88 Pine Ave$485K6.75%Mar 291.52x
142 Oak St$310K5.50%Jul 311.68x
305 Market$820K6.25%Nov 271.24x
27 Elm Dr$245K5.00%Feb 331.85x
2

Analyze Rate Opportunities

See which properties have rates above market and the potential savings from refinancing.

Rate Opportunity Analysis

88 Pine
6.75%
5.25%
$680/mo
305 Market
6.25%
5.25%
$520/mo
142 Oak
5.5%
5.25%
$85/mo
27 Elm
5%
5.25%
CurrentMarket
3

Model Refinancing Scenarios

Run what-if scenarios to see how different refinancing strategies affect portfolio metrics.

Refinance Model — 88 Pine Ave

Current

Rate6.75%
Payment$3,240/mo
DSCR1.38x

Refinanced

Rate5.25%
Payment$2,560/mo
DSCR1.52x
Savings: $680/mo ($8,160/yr)

Ready to see your portfolio differently?

Free for up to 3 properties. No credit card, no sales call.

Use cases

When to use Debt Optimizer

Real scenarios where Debt Optimizer delivers value

When refinancing becomes attractive

Quickly identify which properties would benefit most from refinancing at current market rates.

Outcome: Prioritize refinancing efforts where savings are greatest.

When planning for maturities

See upcoming maturities well in advance. Plan refinancing or payoffs before pressure situations arise.

Outcome: Avoid last-minute refinancing scrambles and unfavorable terms.

When optimizing leverage

Analyze LTV across properties to identify where you can access equity or should reduce leverage.

Outcome: Optimize capital structure for risk and return objectives.

When consolidating lenders

See lender concentration and identify opportunities to consolidate relationships for better terms.

Outcome: Build stronger lender relationships with portfolio-level discussions.

Common questions

Snap a photo of your closing disclosure or note — we extract rate, term, prepay structure, and amortization. Or enter manually in 60 seconds. Updates from rate sheets pull automatically once connected.

Ready to get started?

Join property owners making smarter decisions with their real estate investments.

Get early access

100 founding member spots. 6 months free. Fully refundable.