Personal financial statement builder

It's a snapshot of what you own, what you owe, and what you earn. Commercial lenders ask for one so they can see the full picture behind your loan request.

Only you, until you choose to share your finished statement. We don't see what you type while you fill it out, and closing the tab clears your entries. Sharing is always your decision.

You don't need one on a financial statement, so we don't ask for it. If a lender needs your Social Security number, they collect it through their own secure application.

No, as long as the tab stays open. You can refresh, swipe back by accident, or let your phone reload the tab, and you'll still have your entries. Closing the tab clears them.

Give your best estimate, or skip the section and come back to it. Lenders expect estimates.

Yes. Lenders read a blank as "none," so skip only what doesn't apply to you.

Choose "Create the statement" on the last step. We open your statement in a new window. In the print options, pick "Save as PDF" as the destination. If nothing opens, allow pop-ups for this site and try again.

No. It's a summary you share so you and a lender can talk. You're not committing to anything by creating it.

We email you a PDF of your statement, after confirming your email with a one-time code, and we use your cell number to reach you about it. Check both before you send, because that's where your statement goes.

We're a commercial lending partnership. We help property owners and business owners find bridge and permanent financing, and we raise capital from accredited investors for commercial projects. If you're planning a purchase or a refinance, call us at 801-706-2802 and we'll talk it through with you. A conversation with us carries no obligation.