Property & Parties
Income & Price
NOI back-solves from income − expenses, or type NOI directly.
DSCR Loan
Seller Financing Only
The DSCR loan always amortizes — payment type does not affect it.
Seller Finance Note
Down Payment — paid to seller at close
Seller carries the balance: purchase price − down payment = seller finance note.
Fees & Deposit
Type into either box — percent and dollar stay in sync.
Cash offer floor · reference only
Purchase price — NOI × 10 = 10 cap$0
Cash offer — 60¢ on that price$0
Offer Summary
Purchase Price$0
Down Payment$0
Seller Financing Note$0
Interest Rate0%
EMD$0
Monthly Payment — to seller$0
Balloon Payoff — yr 7$0
Combined LTV0%
Actions
Lender DSCR
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min 1.25x
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Lender view
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All debt
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Annual NOI$0
DSCR annual debt$0
Max loan @ 1.25x what NOI supports$0
Headroom vs. current loan$0
Cash Flow Analysis
Monthly NOI$0
DSCR Monthly Payment amortized$0
Seller Carryback Payment interest only$0
Down-Payment Loan Payment private money · interest only$0
Total Monthly Outflow$0
DSCR Cash Flow lender view — excludes seller carry$0
True Net Cash Flow
After all debt incl. seller carry
$0/mo
Returns & Cash Required
Cap Rate0%
DSCR Loan Amount$0
Down-Payment Loan (PML)$0
Annual Cash Flow$0
Cash Required from Buyer$0
Cash-on-Cash ROI0%
Capital Stack
Purchase price coverage$0
Down $0
Seller note $0
DSCR loan usage$0
Closing $0
Fee $0
Credit $0
Combined LTV total debt ÷ price0%
Net Credit to Buyer
At close
$0
Welcome
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Pipeline Value
$0
no active deals
LOIs Generated
0
last 30 days
Assignment Fees
$0
in active pipeline
Needs Follow-Up
0
deals flagged
My Notes — private to you, saved on this device
Needs Attention — Follow-Up Queue
Where You're Buying
0States
| State | Deals | Value | Fees |
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Your Activity
| Action | 24 hours | 7 days | 30 days |
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Pipeline
Book meetings with your team — admins and acquisition managers, either direction. Set what it's about, who it's with, and the time. The day you pick shows its agenda and notes right below the month.
New here? This is how the SFB Capital Deal Portal works, start to finish. Follow the path of a deal below, then use the cards to see exactly what each tab is for and how to use it. Your work is saved to the firm's secure cloud automatically, so it's there on any device you sign in from. When in doubt, Get Deal Help.
1Analyze the deal
→
2Save to My Deals
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3LOI: submit for approval → send
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4Work it (Communications + follow-up)
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5PSA Signed → Submit to Portal
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6Drive it to close
Everyone — your daily workflow Tier 1 & up
These are the tabs every acquisition manager uses to find, underwrite, and win a deal. Work them in order and check the Dashboard first thing each morning.
Dashboard
Your home base — what needs your attention today.
- Check it first thing each day. It flags deals going stale and tells you the next move.
- New texts and 🔥 hot leads surface right here — a red count means someone is waiting on a reply. Tap in to answer from Communications.
- Read the Daily Bread — a short verse and a word to start the workday right, Monday through Friday.
- See your whole pipeline at a glance and jump straight to any deal.
Deal Analyzer
Run the numbers on a property and see if the deal works.
- Enter the property, then set the Property Type and # of Units so the deal is filed correctly.
- Add price, income, and expenses; set your terms — down payment, DSCR loan, seller rate.
- Read the results: cash flow, DSCR, and the cash-offer floor. Green means it clears the firm's Buy Box.
- Hit Save to Deal Log to track it, or Generate LOI to start an offer.
The cash-offer floor is a reference only — NOI × 10 (a 10 cap), then 60¢. Not the offer you lead with.
My Deals
Every deal you've saved, tracked through your pipeline by stage.
- Move a deal through its stages as it progresses: Underwritten → Pending Approval → LOI Unlocked → LOI Sent → Negotiating → LOI Signed → PSA Sent → PSA Negotiating → PSA Signed.
- Open a card to see the full deal, add Notes, jump to Communications, or generate an LOI.
- Once it reaches PSA Signed, the Submit to Deal Portal button appears.
- Submitting opens the closing workspace in the Portal — and the deal stays here under PSA Signed so you can still track it.
Admins and the owner see a colored name badge on each card showing whose deal it is.
Contracts & LOIs
Generate the letter of intent — with a quick admin check before it goes out.
- From the Deal Analyzer or a deal card, hit Generate LOI and pick the type: Preferred Equity, All-Cash, 1st-Lien or 2nd-Lien Seller Finance.
- The deal's numbers merge in automatically. Not ready? Use the exit button to go back — nothing is lost.
- Tier 1: hit Submit for approval. The deal shows Pending Approval until an admin reviews it.
- Once an admin approves, the LOI is unlocked — open it, Download PDF (or Copy Text), send it, and move the deal to LOI Sent.
The approval step is a fast second set of eyes so every offer that leaves SFB is clean and on-strategy.
Communications
Text, log calls, and keep every conversation on the deal it belongs to.
- Open a deal's thread to text the seller or the listing agent right from the portal — pick who from the recipient dropdown, all on one timeline.
- Keep each person's number current on the People on this deal strip; you can edit a number or add a new contact anytime.
- Calls placed in your phone app are mirrored here automatically, with summaries and voicemails, so the whole history lives in one place.
- Add an internal note (the seller never sees it) or flag a thread as a 🔥 hot lead so it rises to the top of everyone's dashboard.
Always put the seller's and agent's numbers on the deal — that's how an incoming text finds the right timeline automatically.
Deal Portal
Deals under contract — everything to get them to the closing table.
- Deals land here once you submit a PSA Signed deal from My Deals — this is strictly the under-contract, drive-to-close list. The deal also stays in My Deals under PSA Signed.
- Open one for the closing workspace: Closing Copilot (what's blocking), the timeline, and the trackers.
- Set the Contract date, then Auto-fill the rest of the timeline.
- Work each tracker to done; the Copilot flags overdue dates in red. Not actually under contract? Hit Move back to My Deals.
Calendar
Your appointments, walkthroughs, and follow-up dates in one view.
- Add a follow-up, call-back, or walkthrough and tie it to a deal.
- Everything syncs to the cloud, so it's on your dashboard and any device.
- Use it to keep every seller promise you make — the follow-through is what wins deals.
Templates
Ready-made scripts for outreach, follow-up, objections, and closing.
- Pick a category or search for what you need.
- Read the script and fill the [brackets] with the deal details.
- Hit Copy, then send it by call, text, or email — or paste it into a Communications thread.
Stuck on an objection? The Objections and Attorney & Advisor sets cover the hard questions.
Contacts
Everyone across your deals, filed A to Z.
- Agents, sellers, and buyers add themselves automatically when you save a deal.
- Search by name, email, phone, or company.
- Add or edit anyone by hand here — keeping numbers current keeps texting accurate.
Get Deal Help
Reach your admin and the leadership team when you're stuck and need a decision.
- Call, Text, or Email them directly from their cards.
- Or use the request form: pick the deal, who to send to, and your question — it routes to your assigned admin.
- Hit Email or Text request — it goes with the deal's numbers attached, so it comes straight from you.
Give the short version: the situation, what you've tried, and what you need decided.
Settings & Account
Your profile, login, and password — keep them current.
- Set your name, title, and mobile number so teammates can reach you.
- Update the email you sign in with, or change your password anytime.
- Your password is private and encrypted — no one, not even the owner, can read it.
Use Back up (bottom-left) before switching computers to save a copy of your deals and notes.
For admins & the owner Tier 2 & 3
These tabs only appear for admins and the owner. They're how you review offers, run the team, hold the firm's standard, and see the whole pipeline at once.
Admin Dashboard & Deal Globe
The whole firm at a glance — every manager's pipeline, not just yours.
- The 3D globe plots every live deal by location, so you can see where the team is working.
- Buy-Box breaks, stale deals, and pending approvals all surface here for the whole team.
- New texts and 🔥 hot leads across every manager land here, so nothing waits too long.
Approvals
Review and clear the LOIs your managers submit before they go out.
- Each Pending Approval deal shows here with its numbers and whose deal it is.
- Read it against the Buy Box, then Approve to unlock the LOI for the manager to send — or send it back with a note.
- Approving moves the deal to LOI Unlocked on the manager's board automatically.
A manager's request routes to their assigned admin first — set that assignment under People & Access.
Team & People & Access
Run the roster — who's on the team, their tier, and who they report to.
- See everyone's name, email, and role. Switch a person between Acquisition Manager and Admin.
- Assign each manager to an admin so their help requests and approvals route to the right person.
- Deactivate someone who leaves, or send a password reset when they're locked out.
The owner's account is protected — only the owner can change the owner tier.
Investment Buy Box
The firm's underwriting standard — one box every deal is scored against.
- Set the firm-wide minimums: DSCR, cap rate, combined LTV, cash-on-cash, debt-service ÷ NOI, and any price cap.
- Save it once and it applies to every tier — anything off-strategy gets flagged for review.
- Update it as the firm's appetite changes; the change reaches the whole team instantly.
Reports
Pipeline analytics across the whole team.
- See deal counts, stages, and values by manager and over time.
- Spot who's moving deals and where things stall.
- Export the numbers when you need them outside the portal.
Company & Command Center Owner
The owner's controls — brand, goals, and firm-wide settings.
- Set the firm logo, name, and timeline, plus goals and targets the team is driving toward.
- Connect the phone integration so portal texting and call mirroring go live.
- Use Preview a tier in Settings to see the portal exactly as an admin or manager sees it.
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Profile
Login Email
Changing this changes the email you use to sign in. You'll use the new one next time you log in on this device.
Password
Recently Deleted
Anything deleted — deals, flips, contacts, and notes — lands here for 14 days, then it's permanently gone. Restore anything with one tap.
Team & Access
Your account role is recorded on your profile. Acquisition Managers (Tier 1) manage their own deals, Admins (Tier 2) oversee the whole team, and the Owner (Tier 3) sees every account and controls access across the company.
Scripts and messages for every step of an acquisition — outreach, follow-up, discovery, objections, and closing. Fill the [brackets] with the deal details, then copy and send. These are talking points, not legal or tax advice — always route those questions to an attorney or CPA.
Stuck on a deal? Get a second set of eyes from the team. Reach out directly below, or send a structured request with the deal details attached — it opens in your own email or texts so it comes straight from you.
Request help on a deal
Preview
Deals with PSA & LOI signed, now under contract. Each one opens into a full closing workspace to keep the timeline on track.
Nothing goes out without your sign-off. When an agent sends an LOI or moves a deal under contract, it lands here — review the numbers, then approve, request changes, or decline. Approving a move under contract sends the deal straight into the Deal Portal.
Your capital bench. See every operator's dry powder — proof of funds minus what's already committed — and match unassigned deals to the partners whose buy box fits. This answers the question every close comes down to: who do I call for this deal?
Your acquisition team at a glance — each manager's book of business, their pipeline, and how active they are. Need to move a deal to someone else? Reassign it below and everything travels with it.
Your cockpit — the whole firm at a glance. Revenue booked and forecast against your goal, how every acquisition manager is pacing, and what needs the founder's attention right now.
Owner controls for the whole company — your brand on every LOI and memo, default closing timeline, revenue goals, and each manager's targets. Changes here apply across the firm.
Every call, text, voicemail, and internal comment with your sellers and agents — all tied to the deal, all in one place. Log conversations now; once OpenPhone is connected they’ll flow in automatically. Sellers never see internal comments.
The whole firm on one page — pipeline by stage, conversion and cycle time, a weighted fee forecast, and where every dollar sits. Export any of it to CSV, or pull a one-page PDF for your partners and lenders.
Every move across the company, in one running record — underwrites, LOIs, stage changes, approvals, reassignments, and capital. This is your audit trail. Filter by type to zero in.
Every LOI ever generated across the company — even ones a teammate made without saving the deal. Open any one back into the Deal Analyzer, or filter to one person. Anything flagged “Not saved to My Deals” lives only here.
Every request your acquisition managers send for help lands here. Open one, guide them, and send it back — this is where you coach your team through their deals.