Creating Your First REFP Help

How to Add an Account to a Scenario

Add Account to Scenario

 Accounts are reusable and can be used in more than one  Scenario. This section covers how to add an  Account to a  Scenario. Step #1: Login First, log in to the Real Estate Financial Planner™ software. Step #2: Go to the Scenarios Page Once you log in, navigate to the  Scenarios page. Hover over or click Planner™ on the menu across the top to expose the drop down menu. Click on  Scenarios from the drop down menu. You can also use the menu on the right side of the page to locate the  Scenarios page. Select the  Scenario you want … Read more

How to Add a Property

 Properties are real estate that you own.  Properties can be any type of real estate. This includes: Single Family Homes Condos Townhomes Owner-occupied properties you live in or income producing property Duplexes Triplexes Fourplexes Residential commercial properties with 5 or more units (including apartments) Non-residential commercial or industrial properties Vacant land; or Any other real property So, how do you add a  Property to a  Scenario? Let’s go through that together now. Step #1: Login. First, login to your Real Estate Financial Planner™. Step #2: Go to the  Properties page. Next, click on the  Properties page. Step #3: Click on … Read more

How to Add an Account

 Accounts are used as part of a  Scenario to store money and, optionally, earn a return on the money in the  Account. You can think of  Accounts as a fancy way of saying “buckets” for holding money. So, how do you add an  Account? I’m glad you asked. Step #1 First, log in to your Real Estate Financial Planner™. Step #2 Click on the link for  Accounts from the drop down menu under Planner™ across the top of the page. Step #3 From the  Accounts page click on the Add New  Account button. IMPORTANT NOTE: If you have more  Accounts … Read more

How to Add a Scenario

 Scenarios are groups of…  Accounts  Properties  Rules and  Goals …that you combine to see how a particular investment strategy performs for you based on the assumptions you enter. So, how do you add a new  Scenario? Well, it is super easy. First, register for a free Real Estate Financial Planner™ software account. Next, log in to your Real Estate Financial Planner™. Then, click on the  Scenarios page. Once on the  Scenarios page, click on the Add New  Scenario button. IMPORTANT NOTE: If you have more  Scenarios than your account limit, you will need to delete one or more  Scenarios before … Read more