Importing Financial Documents (T12) InTo DealWorthIt

Our newest and coolest feature allows you to easily upload your financial documents and import the data directly into DealWorthIt.

Here’s how it works:

Create a new or open an existing detailed underwriting and perform the following 3 actions:

1. Upload your financial document (also known as T12).
2. Map the appropriate fields, such as Rental Income, Other Income, and Operating Expenses.
3. Double check your field mapping and Import your data.

Let’s dive in and import this T12 into our DealWorthIt underwriting!

First, create a new detailed underwriting. Then, upload your financial document. Our algorithm will try to map some of the fields, but make sure to double-check and manually map any fields that need adjustment.

For example, the title field should be mapped, and all monthly data should be mapped to the month field in the vertical column. Use the horizontal row to map financial types like rental income, other income, and expenses to their corresponding rows.

But don’t worry, you don’t need to map all fields. Just map the ones that are necessary. For instance, if a field is labeled “Repairs & Maintenance” and it’s the total of all repairs and maintenance, you only need to import the parent which is the total.

Once you are done mapping, click on “Import Data” to pull all the data in. Verify that all the data has been imported, and you’re good to go with the other aspects of your underwriting.

If you have any questions or need further assistance, feel free to reach out to our support team through our chat or email at support@dealworthit.com.

Happy Investing!