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Find the best financial solution for your home project with our CFR!

In-house financial guidance
Personalized financial solutions
Pre-approved construction budget 

What is a CFR?

The Customized Financial Report (CFR) illustrates a clear picture of the real estate owner's current financial status, evaluates the return on project investment, and estimates a pre-approved budget for the project based on credit score (FICO) and home equity.
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What’s included?

Get a better understanding of your finances to unlock your greatest home improvement investment.

Credit score soft pull

(Inquiry of your credit score without affecting it)

Estimated home value

(Get an estimated market value of your property)

Mortgage balance

(Based on your mortgage balance, we assess your home’s equity)

Loan-to-value ratio

(Comparison of your mortgage with the value of your property)

Debt-to-income ratio

(Comparison of your monthly debt and your gross income)

Potential budget

(Receive a potential budget for your home improvement project)

Still wondering what’s included in the Customized Financial Report?

Why get a Customized Financial Report (CFR)?

The Customized Financial Report (CFR) empowers real estate owners to make better financial decisions about their home improvement projects, providing them with personalized financial solutions. 

Get a clear idea of your finances and set a goal before starting your home improvement project.

Obtain a potential budget for your home improvement project based on your credit score and home equity.

Our Customized Financial Report submission is fast, easy, and completely FREE.

Get access to over 150 lender partners that could suit your project’s financial goals.

Receive in-house personalized financial guidance from our advisors as they assist you through the process.

Envision a variety of financial solutions according to your home improvement goals.

Five steps to simplify your homeowner experience

Get a CFR in 5 steps

Be the hero of your home by finding personalized solutions for your home improvement projects with Multitaskr.


 CFR Appointment

Book an appointment with one of our Home Solutions Experts.


CFR Request

Based on your provided information, we run a soft pull on your credit.


Financial Analysis

Our advisors analyze your personal information along with your property value and monthly debt.


Financial Solutions

We provide the best solutions that fit your current credit and project needs.


CFR Delivery

Get your CFR report and start making better decisions for your home improvement projects.

Got Questions?

Need to know more about the Customized Financial Report? We put together frequently asked questions for you.

What’s the cost to get a CFR?

There is no cost to submit a CFR. It is entirely free.

How long does it take to get a CFR?

You can submit a CFR here at any time. Once our finance team receives your customized financial report, it takes about 24–48 hours to review.

What does the CFR include?

Your CFR includes the following:

  • Credit score (soft pull)
  • Estimated home value
  • Mortgage balance
  • Loan-to-value ratio
  • Debt-to-income ratio
  • Pre-approved budget

Do you offer CFRs nationwide?

We currently offer the CFR only in San Diego and Los Angeles, CA. If you would like a Customized Financial Report, but do not live in the area, please reach out to [email protected] or give us a call at (619) 514 4023, and we’d be happy to assist you!

How long will I be able to view my CFR?

You will receive a printed copy and PDF of your CFR for you to have access to it 24/7.

Will I need to get a CFR every time I start a renovation project?

You will only need to submit a CFR when project financing is necessary.

Have another question? Please contact us at [email protected]

or give us a call at (619) 514 4023. We will be happy to assist you!