Outputs & Saving

The Deal Calculator shows a row of KPI cards that update live as you change inputs. The row stays pinned to the top of the calculator while you scroll, so your returns are always visible as you edit the inputs below. Each mode has its own set, and every card has an info icon explaining exactly what goes into the number. On a phone the pinned row starts collapsed to the three numbers that drive the deal - ROI, CoC, and the Max Offer price (both Rental and Flip) - so more of the inputs fit on screen. Tap the row to expand the full set of KPI cards, and Show less to collapse it again.

Key things to know

Flip ROI, Margin, and Break Even are unlevered (financing excluded) as the main number. When a loan is on the deal, a smaller after financing line under each of those tiles shows the same figure with loan interest and loan closing costs included. Only interest counts as a cost - principal you pay down comes back as a smaller loan payoff at sale. CoC is always 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.

Flip
Rental

KPI	What it means
ROI	Profit divided by total project cost (purchase, rehab, buying, holding, selling). Unlevered - financing costs are excluded. When you have a loan, a smaller after financing line shows ROI with those costs included.
CoC	Cash-on-cash return: profit divided by total out-of-pocket cash. This is where financing shows up.
Margin	Dollar profit (sale price minus total project cost) with the margin percent of the sale price (ARV after appreciation) in parentheses. Unlevered. When you have a loan, a smaller after financing line shows the net dollars and percent.
Break Even	The minimum sale price at which you walk away with $0: percentage selling costs (agent fee, seller closing) are charged on this price, not on the expected ARV, so it sits below “project cost at ARV” whenever selling costs are percentages. Unlevered. When you have a loan, a smaller after financing line shows break-even including loan interest and loan closing costs.
Cash Needed	Total out-of-pocket cash: down payment, rehab, buying costs, loan closing costs, plus holding costs and loan payments during the flip. Rehab funded through a loan is excluded. With a staged refinance, the refi loan’s payments count only from the month it funds.

The cost breakdown below the KPIs itemizes ARV, price, rehab, buying cost, sale agent fee, sale closing, holding costs, and total project cost.

KPI	What it means
ROI	Annual net operating income divided by total cost (price, rehab, buying costs). Assumes a cash purchase, so it is comparable across deals.
CoC	Cash-on-cash return: annual cash flow divided by cash invested. Accounts for financing.
Cash Flow	Monthly cash flow: rent minus expenses minus all loan payments. Negative means out-of-pocket each month.
Cash Invested	Total cash out of pocket: down payment, rehab, buying costs, loan closing costs. With a refinance, this becomes the cash left trapped in the deal; if the refi returns more than you spent, the tile flips to Cash Out.
Equity	Property value (ARV) minus outstanding loan balances - your stake if you sold today, before selling costs.

The breakdown shows income, expenses, debt service per loan, and net cash flow.With Planning to Sell on, a With Sale row adds the exit projection:

KPI	What it means
ROI/yr	Annualized return on total cost: rental income plus sale profit, divided by total cost and years held.
CoC/yr	The same, but against cash invested - the levered annualized return.
Total %	Total return on cash over the whole hold (not annualized).
Total $	Total dollar profit from rent and sale after purchase, rehab, operating, buying, selling, loan interest, and loan fees. Principal repayment is not an additional cost.
Margin	Net sale profit divided by sale price.

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.

Make your changes

The KPIs update live; nothing is persisted yet.

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.

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 saved analysis values. The Financing editor starts closed when you reopen the calculator; click Financing to view or edit those values.

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.

Export PDF

Use Export PDF from the property header to generate a combined property report that includes the calculator snapshot alongside comps, property details, listing agent name, brokerage, phone, and email, and Advanced Info when it has already been fetched. See Property Details: Header Actions. To share just the included Scope items, open Rehab Cost, stay on Scope items, and use Export for a PDF, CSV, or Excel file. Empty catalog rows are left out.

Common questions

My changes aren't sticking.

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.

Why do my numbers look different after reopening?

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.

Closing the card asks about unsaved changes - what triggered it?

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.

Why are some figures shown in a different color?

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.

What does a negative Cash Invested mean?

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.

Why is Cash Flow negative but ROI positive?

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.

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.

Get Started

Finding & Analyzing Deals

Pipeline & Dashboard

Communication

Saving and drafts

Export PDF

Common questions

Limitations

​Saving and drafts

​Export PDF

​Common questions

​Limitations

Saving and drafts

Export PDF

Common questions

Limitations