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The Deal Calculator shows a row of KPI cards that update live as you change inputs. Each mode has its own set, and every card has an info icon explaining exactly what goes into the number.
Key things to know
  • Flip ROI, Margin, and Break Even are unlevered (financing excluded); CoC is the levered return on your actual cash.
  • In What-if mode the return figures are highlighted in a different color so you cannot mistake hypotheticals for real-price results.
  • The analysis is a local draft until you click Save; closing with unsaved edits asks whether to discard.
  • Saved analyses travel with the property - the calculator reopens with the same state from Deal Hub, Deal Pipeline, and Messages.
The cost breakdown below the KPIs itemizes ARV, price, rehab, buying cost, sale agent fee, sale closing, holding costs, and total project cost.

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Saving and drafts

Everything you change in the calculator - mode, basis, targets, rent source, rehab, costs, financing - is a local draft until you save it.
1

Make your changes

The KPIs update live; nothing is persisted yet.
2

Click Save

The single Save action in the calculator stores the full analysis with the property. The property must be in your pipeline; from Deal Hub or Lookup, use Save to Edit first.
3

Or close and decide

Closing with unsaved edits prompts Discard unsaved changes? - choose Discard and close to throw the draft away, or cancel and save.
Once saved, the analysis is attached to the property itself. Reopening the calculator from Deal Hub, Deal Pipeline, or Messages restores the same state, so a deal you underwrote in one place looks identical everywhere.
Properties not yet saved to the pipeline keep only a local draft. On those, saving shows “Saved locally” - the draft becomes permanent once the property is saved with Save to Edit.

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Export PDF

Use Export PDF from the property header to generate a combined property report that includes the calculator snapshot alongside comps and property details. See Property Details: Header Actions.

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Common questions

Click Save in the calculator. If the property came from Deal Hub or Lookup, click Save to Edit first so there is a pipeline record to save onto.
Two common causes: the draft was discarded instead of saved when the card closed, or an org default changed in the meantime (for example updated expense presets feeding rows you never overrode). Values you explicitly edited and saved are kept.
Any edit that has not been saved yet: rent source, current rent, occupancy, targets, financing, rehab, or cost changes. Once everything is saved, closing does not prompt.
You are in What-if mode (a what-if price, rent, or ARV is active). The highlight reminds you the returns are hypothetical rather than based on the real list or offer price.
It appears as Cash Out: your refinance returned more cash than you put into the deal - the classic perfect BRRRR outcome. The tile shows how much you pulled out.
ROI assumes a cash purchase, while Cash Flow includes your actual loan payments. A deal can earn a solid unlevered return yet still run monthly-negative under heavy debt service.

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Limitations

  • KPI cards reflect the assumptions you entered; rent, ARV, appreciation, and rehab accuracy determine how trustworthy the outputs are.
  • Outputs are pre-tax and do not model depreciation, tax treatment, or transaction timing.
  • Saving requires a pipeline record; analyses on unsaved properties live only in your current session until the property is saved.