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The Info tab holds every financial tool for a property: comps-based valuation, rehab estimating, three rent sources, the Deal Calculator, and the editable property attributes that feed all of them.
Key things to know
  • Financial Analysis works like a draft: changes stay local until you click Save, and closing with unsaved changes prompts you first.
  • The Rent card shows the active rent source large (Estimate, Section 8, Current, or What if), with the other sources as compact chips you can tap to switch. The ROI uses whichever source is selected.
  • Rehab Cost supports three methods: Quick, Scope items, and Quotes.
  • On unsaved (Deal Hub/Lookup) properties, click Save to Edit first or edits won’t persist.

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The analysis workflow

1

Review photos and map

Toggle between Photos and Map on the image strip at the top.
2

Check the valuation

Compare List Price against the Comps value. Click the Comps tile to open the full comps view and adjust comparable selection - see Comps. The price history icon shows past list-price changes.
3

Set rehab and rent

Open Rehab Cost to set the rehab number, and pick the rent source that fits - estimate, Section 8, or actual current rent.
4

Run the Deal Calculator

Open the Deal Calculator card for full rental or flip ROI analysis, target prices, and financing scenarios - see Deal Calculator.
5

Edit property details if needed

Correct beds, baths, sqft, year built, and other attributes; the analysis updates. Advanced Info loads county data - taxes, owner, mortgages, construction, and more.
6

Save changes

Click Save in the Financial Analysis header to persist your analysis for a property already in your pipeline. If you close with unsaved changes, you’re prompted to Save changes or Discard changes.

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Tools in Financial Analysis

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Rehab Cost methods

Open Rehab Cost from Financial Analysis to set the rehab number used in ROI. The three methods are mutually exclusive - the active one supplies the total.
Pick one of three ways to get a single rehab number:
  • Fixed - enter a flat dollar amount.
  • Percent - a percent of List price or ARV, with a live equation so you can switch the basis and see the calculated total.
  • $/ft² - choose a repair type (for example Light or Full gut) and the modal multiplies the property’s square footage by that type’s per-square-foot rate. The known living area is filled in by default, and you can edit the square footage for the deal.
Organization admins set the per-square-foot rates for each repair type, and can turn on an Auto-apply to new deals rule for any Quick mode so new deals start with a rehab estimate already filled in. Deals using $/ft² with no known square footage are skipped, as are deals using % of ARV with no known ARV.When Quick is the organization’s default method, a deal with no rehab yet shows the default Quick estimate on its Rehab Cost card as soon as you open the property - the same amount the Rehab Cost modal opens on, including % of ARV setups. Saving the deal or the modal makes it the deal’s own value.
Pick repair items (roof, kitchen, flooring, and so on), choose a condition level for each item, and review the calculated cost per group and in total. Catalog items may be priced as Flat or /sqft;/sqft; /sqft New bases use the property’s living area. Organization admins configure the item catalog, condition levels, and pricing under Advanced Settings > Organization > Rehab. Admins can also pin Quick / Scope / Quotes as the org default from the pin on each method tab in the Rehab Cost modal.
Add manual quote rows or import quote files from contractors. Checked quotes count toward the rehab total, so you can keep alternates on file without inflating the number.

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Rent sources and ROI

The Rent card highlights one active source as the primary value. The other sources sit in a compact chip row underneath so you can scan them and switch without opening another panel. The rental ROI uses one rent source at a time:
  • Estimate - the fetched market rent estimate (range and comps count when available).
  • Section 8 (HUD) - the HUD-based rent for the area; selected automatically when no usable current rent or market estimate exists.
  • Current - the actual rent you entered; typing a current rent selects this source automatically. An empty value means vacant.
  • What if - a custom rent you enter for scenario testing.
Your selection is saved with the property, so the deal reopens with the same source you chose.
From Deal Hub or Lookup, click Save to Edit before expecting analysis changes to persist. Tiles that need it show a “Save to persist” hint.

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Common questions

Waltz is a DSCR calculator, so Get a loan with Waltz uses the first DSCR loan in your Financing setup, including its LTV and interest rate. Hard Money and other loan types are ignored. If the deal has no DSCR loan, Waltz uses your organization’s DSCR financing preset. If neither is available, Waltz opens with its own loan defaults.
Either the property isn’t saved to the pipeline yet (use Save to Edit), or you closed the property and chose Discard changes at the unsaved-changes prompt. Analysis edits are drafts until you click Save.
When no current rent or market estimate is available, the calculator defaults to Section 8 (HUD). Pick a different source once an estimate exists - your explicit selection always wins and is remembered.
From your manual override if you set one, otherwise from the latest offer amount detected in an outbound SMS or email to the agent. Click it to view and manage offers.
Your organization may have Auto-apply to new deals enabled in Rehab settings: new deals without a rehab value get the organization’s Quick estimate applied automatically. You can change or replace it anytime.
Details like exterior wall, roof, garage, or basement come from county assessor records, and counties vary in what they report - missing fields are simply not on file for that property. If you fetched Advanced Info for a property a while ago, newer fields (construction, utilities, liens) appear the next time the data is fetched for that property.
In some states (for example Texas), sale prices are not part of the public record. When that happens, the Advanced Info panel shows the data provider’s best estimate and labels it Sale Price (Estimated). The actual amount the buyer paid may differ.
Buying-cost rows inherit your organization’s current presets until you explicitly edit the costs on that property and mode - after that, your per-deal edits stick. Presets live in Basic Setup > Financial Presets.