Real Estate Loan Dashboard
Are you tracking your real estate loans in Excel?
Excel works, and there’s no need to replace it! However, it’s not easy to visualize your debt data from many different angles.
Our dashboard connects to your Excel file and instantly visualizes your debt exposure — by maturity date, lender, interest rates, loan types and more. No code. No migration. Keep working with your trusted Excel file!
Watch the 90-Second Demo Video
Get the dashboard for a one-time charge of $297.
Do any of these sound familiar?
- “I can’t quickly tell which loans mature next year.”
- “We’re buried in spreadsheets with no visibility.”
- “I spend hours rebuilding the loan schedule for reporting.”
- “We’ve missed key refinance windows.”
Frequently Asked Questions
What do I need to provide?
Just your existing Excel loan tracking file. We’ll handle the rest.
What if I don’t have Power BI?
You can use the free Power BI Desktop or Viewer. We’ll include simple instructions.
Is my data safe?
Yes — we handle all data securely and are happy to sign an NDA if needed.
Can I edit or expand the dashboard later?
Yes — the file is yours to keep and modify as your needs evolve.
Order the Debt Dashboard
Fill out the form below to order your dashboard. We will connect your file to the dashboard, make final tweaks, and show you how to visualize your debt data from many different perspectives.
What You Will Get
✅ A clean, interactive dashboard built from your current Excel loan schedule
✅ Visual views of maturity risk, lender expose, interest-only expirations, and more
✅ Delivered in 2–3 business days
✅ Fully functional Power BI (PBIX) file — yours to keep and reuse
✅ No ongoing fees, subscriptions, or training required
✅ Clear instructions to open and view it (even if you don’t have Power BI Pro)
Need to Speak With Us? Book a Meeting
Book a demo to see live versions of the dashboards.