Real estate agents
Review the address, rental use, acquisition costs and financing questions before an offer. An estimate is not a financing letter; request a letter separately when needed.
For agents, CPAs, attorneys, managers and advisers
One property workspace.
The right professionals involved.
Keep the property, assumptions and financing questions together. Invite a reviewer and coordinate the next step with the professionals supporting your purchase or refinance.
Free registration required to view estimated rates and save your research. No sales call required. Contact our team when you choose. Estimates are subject to lender review.
One property. Different professional questions.
CPAs and tax professionals
Review income evidence and the property facts needed for your tax work. Keep projected revenue separate from documented operating history.
Attorneys and LLC members
Review ownership, member roles, authority to borrow and transaction questions. Workspace access does not establish signing authority.
Property managers
Help test revenue, operating costs, management fees, maintenance and the practical demands of the intended rental model.
Financial advisers
Use the property analysis to discuss liquidity, concentration and the capital committed. See the financial-advisor workflow.
STR Advisory
Reviews the financing package, identifies information gaps and coordinates eligible business-purpose financing when the investor requests help.
Make the property review a shared workflow.
Keep the property assumptions, financing choices, reviewer roles and questions connected to the same opportunity. Use the native Team tab to see how collaboration fits into the property decision.
In the sample, people and comments are illustrative. In a customer workspace, use the invitation process and confirm authorization before sharing records.
Start with analysis. Add the team. Request review.
1. Analyze a Property
Open the free property workflow and create an account to save the opportunity. Start with an address and the investor’s purchase or refinance goal.
2. Invite a reviewer
Use the workspace invitation workflow for the relevant LLC member or professional. Agree on the review question and information-sharing scope.
3. Resolve the next decision
Review the assumptions together. The investor can request STR Advisory’s financing review when ready to move toward an application.
Keep each professional’s responsibility clear.
A workspace organizes collaboration; it does not replace professional judgment. Your firm retains responsibility for advice, approvals, disclosures and client recommendations within its discipline. STR Advisory does not provide tax, legal, accounting, securities, investment or insurance advice.
After a transaction milestone, Property Depreciation Pro offers a separate property-documentation service for professional review. Review its scope and obtain consent before sharing property information.
Want to discuss your firm’s workflow first? Text, call or schedule a conversation.
Questions before you start
Can a professional start an analysis?
Yes. Start the property workflow and create an account to save your analysis. Use information you are authorized to provide. Actual client records and invitations require appropriate permission.
Will a reviewer automatically receive client information?
No automatic access is implied. Use the invitation and authorization process, and follow the investor’s instructions and your firm’s policies.
Does this establish a paid referral arrangement?
No. This page describes property collaboration. Any separate commercial arrangement requires its own terms and review.
Is the sample a real client workspace?
No. It uses illustrative property assumptions, participants and documents. Demo invitations do not send messages.
Create the property record your team can review.
Start with an address. Save the analysis. Choose your next step.
Free to start. No credit pull for the preliminary check. Create an account to save your property and view preliminary options. Request contact when you are ready.
Property income, scores and financing outputs are preliminary estimates, not approvals, applications, rate locks or commitments. STR Advisory arranges eligible business-purpose financing through third-party lenders. Lenders determine qualifying income, eligibility and final terms. Financing is subject to verification, underwriting, applicable licensing and state requirements.