TR
Taylor Reed
Admin
Back to pipeline
Overview
Proclara
Documents
Borrower
Loan
Fees
Referrer
Property appraisal
Flood certificate
Loan sizing
2457 Willowbrook Lane , Cedar Hollow, CA 90123
Scenario
1 field conflict
Redfin
Zillow
Pre-approval letter
View history
Public link
Loan number:20261015-D7K
Lock rate
Residency status
US Citizen
Est. FICO
742
Liquidity
Liquidity as of date
MM/DD/YYYY
# of renovations completed
6
# of constructions completed
# of years experience
4
Repeat borrower
No
Borrower tier
Tier 3
Property type
Single family
Loan product
Fix and Flip
Loan purpose
Purchase
As-is property value
$860,000
Purchase price
$850,000
Purchase loan amount
$680,000
Est. cost of rehab
$150,000
Total loan amount
$830,000
Total cost
$1,000,000
After repair value
LTV
79.070%
Initial LTC
80.000%
Final LTC
83.000%
ARLTV
0%
As-is sq ft
After-repair sq ft
Rate
10.500%
Term
12 months
Monthly payment
$5,950
Loan program
Lender
Demo Lending origination fee
Prospective buyer
Add
Eligibility flags
Min property valuePass
Max median ZHVIPass
Negative HPAPass
Valid as-is valuePass
Valid after-repair valueNo data
Valid price per square foot (By state)No data
Valid initial LTCPass
Valid final LTCPass
Valid after-repair LTVNo data
Market estimate (before rehab)$865,000
Market estimate (after rehab)$1,175,000
Redfin estimate $842,300
Zestimate $851,900
HPA3.420%
Profitability$0
Absolute return0%
Annualized return0%
Cost to build per sq ftN/A
ARV cost to build per sq ftN/A
Est. closing date
11/20/2026
Priority
None
Submitted by
TRTaylor Reed
Borrower
Assign
Referrer
Assign
Processor
TRTaylor Reed
Account executive
Assign
Underwriter
Assign
Source data from Service Center
Investor
N/A
Sale date
N/A
Sale principal %
N/A
Sale principal $
N/A
Comparative market analysis
Last refreshed October 15, 2026 at 10:42 AM
$865,000Market estimate (before rehab)
$1,175,000Market estimate (after rehab)
3bed
2bath
Type
Sq ft
Past 6 months
Other homes sold in 90123$500,000$700,000$900,000$1,100,000$1,300,000$1,500,0001,3001,5001,7001,9002,1002,300Sq FtSold PricePPTCTLAILA
Purchase price (PP)Total cost (TC)Total loan amount (TLA)Initial loan amount (ILA)After repair value (ARV)
Property list
90123 housing market
Last refreshed October 15, 2026 at 10:41 AM
Median home value in 90123$912,480
Home price appreciation3.42% ▲
Median days on market29 days
Population index analysis
Last refreshed October 15, 2026 at 10:42 AM
🔗 U.S. Census Bureau
Population size in 9012348,215
Population density in 901233,912 people/mi²
2457 Willowbrook Lane , Cedar Hollow, CA 90123

Documents

Send document request
Download files
Split funding package

File

Status

Upload date

Borrower
Background check (within 6 months) - 1st signatory -Background_Check_Sample.pdf
Approved
10:41 AM Taylor Reed
View
Delete
Upload
0 comments
Background check for business -Business_Background_Sample.pdf
Waiting for review
10:42 AM Taylor Reed
View
Delete
Upload
0 comments
Soft credit report - 1st signatory -Soft_Credit_Report_Sample.pdf
Waiting for review
10:43 AM Taylor Reed
View
Delete
Upload
0 comments
LAWSUIT CHECK (approve if finished and clean) -Lawsuit_Check_Sample.pdf
Waiting for review
10:44 AM Taylor Reed
View
Delete
Upload
0 comments
Personal identification of borrower -Borrower_ID_Sample.jpg
Waiting for review
10:41 AM Taylor Reed
View
Delete
Upload
0 comments
Loan Application/Credit Pull Authorization -Loan_Application_Sample.pdf
Waiting for review
10:42 AM Taylor Reed
View
Delete
Upload
0 comments
OFAC check -OFAC_Check_Sample.pdf
Waiting for review
10:43 AM Taylor Reed
View
Delete
Upload
0 comments
Track record -Track_Record_Sample.xlsx
Waiting for review
10:44 AM Taylor Reed
View
Delete
Upload
0 comments
Credit report (within 90 days) - 1st signatory -Credit_Report_Sample.pdf
Waiting for review
10:41 AM Taylor Reed
View
Delete
Upload
0 comments
Proof of liquidity (bank statement, within 60 days) -Bank_Statement_Sample.pdf
Waiting for review
10:44 AM Taylor Reed
View
Delete
Upload
0 comments
Additional documents -Additional_Docs_Sample.pdf
Waiting for review
10:43 AM Taylor Reed
View
Delete
Upload
0 comments
Entity
Certificate of formation -Certificate_of_Formation_Sample.pdf
Waiting for review
10:41 AM Taylor Reed
View
Delete
Upload
0 comments
Operating agreement / Bylaws -Operating_Agreement_Sample.pdf
Waiting for review
10:42 AM Taylor Reed
View
Delete
Upload
0 comments
EIN letter (SS-4 form) -EIN_Letter_Sample.pdf
Waiting for review
10:43 AM Taylor Reed
View
Delete
Upload
0 comments
Certificate of good standing -Good_Standing_Sample.pdf
Waiting for review
10:44 AM Taylor Reed
View
Delete
Upload
0 comments
OFAC Check -Entity_OFAC_Sample.pdf
Waiting for review
10:41 AM Taylor Reed
View
Delete
Upload
0 comments
Collateral
Purchase contract -Purchase_Contract_Sample.pdf
Waiting for review
10:41 AM Taylor Reed
View
Delete
Upload
0 comments
Scope of work / Rehab budget -Rehab_Budget_Sample.xlsx
Waiting for review
10:42 AM Taylor Reed
View
Delete
Upload
0 comments
Evidence of insurance -Insurance_Sample.pdf
Waiting for review
10:43 AM Taylor Reed
View
Delete
Upload
0 comments
Summary
Eligibility check
Field conflicts
Capital partner fit
Needs review (1)
No conflict (0)
Resolved (0)
↻ Re-analyze
None of the values found by Proclara match the current LOS Overview. Review the sources and choose which value to use.
Value saved.

Liquidity

Current LOS Value
EmptyOverview
Other values found
$245,000Bank_Statement_Sample.pdf p.1
Keep current
Use new value
Save completed
Edit property
2457 Willowbrook Lane
Cedar Hollow
CA
90123
2457 Willowbrook LaneCedar Hollow, CA, USA
2457 Willowbrook DriveLumen Bay, CA, USA
+ Add another property
Cancel
Save
Use selected value?
This will update the Overview field and record the decision.
FieldCurrentSelected LiquidityEmpty$245,000
Cancel
Confirm value
Hide to-dos
Background check (within 6 months) - 1st signatory/Background_Check_Sample.pdf
Approved
Open comments
To-dos
Approve all
Analyzing
Re-run AI
Rules
Suggested
Status
Report dated within the last 6 months
Subject name matches the 1st signatory
No criminal records found
No open civil judgments or liens
Data entry
Re-run AI
Demo
Borrower
01/01/1980
XXX-XX-0000
100 Example Plaza
Cedar Hollow
CA
90123
10/02/2026
Sample Screening Co.
Rule 33 / 4‹ ›✕
1/ 2
100%
SAMPLE SCREENING CO.Demo background report · for illustration only
Report date 10/02/2026
Order # DEMO-000000

SUBJECT INFORMATION

Name
Date of birth
SSN
Residential address

SEARCH RESULTS

SSN traceVerified
National criminal databaseNo records found
County criminal searchNo records found
OFAC / sanctions listClear
Civil judgments & liens1 record — see page 2
BankruptciesNone reported

NOTES

Sample Screening Co. is a fictional provider created for product demonstration purposes. Personal details are masked.
Waiting for review
Not needed
In review
Approved
DD Flagged
UW Flagged
TR
Taylor Reed
Oct 15, 2026 10:46 AM
Uploading in progress
Bank_Statement_Sample.pdf
Favorites
Recents
Desktop
Documents
Demo Loan Files
Downloads
‹›Demo Loan Files
PDF
Bank_Statement_Sample.pdf
PDF
Borrower_ID_Sample.pdf
PDF
Purchase_Contract_Sample.pdf
PDF
Rehab_Scope_Sample.pdf
PDF+
Bank_Statement_Sample.pdf