Total Deployed
$576,000
Across 3 loans
Projected Income / yr
$17,877
↑ $5,959 per loan
Current Yield
3.82%
→ 6.21% blended (30yr)
Last Distribution
$1,490
Feb 1, 2026 · ACH sent
✓
Your next distribution of $1,490 is scheduled for March 1, 2026. Funds will be sent to your Wells Fargo account ending in 4821.
Active Loans
| Property | Balance | Status |
|---|---|---|
EB-0000000001 Iowa · Single Family · $192k |
$186,133 | Current |
EB-0000000002 Iowa · Single Family · $192k |
$188,267 | Current |
EB-0000000003 Iowa · Single Family · $192k |
$190,400 | Current |
Recent Distributions
Mar 1, 2026
3 loans · Monthly
Scheduled$1,490
Feb 1, 2026
3 loans · Monthly
Sent$1,490
Jan 1, 2026
2 loans · Monthly
Sent$993
Projected Yield Curve — Your $576,000 Portfolio
Flat income · growing yield as principal returns
Total Invested
Loading…
Current Balance
Loading…
Income YTD
Loading…
Loans Active
—
Loan Detail
Distribution History
| Date | Period | Loans | Income | Principal | Total | Status | Ref |
|---|
Per-Loan Income Breakdown
Each loan's rate, income, and yield based on origination date
| Loan ID | Origination | Original Loan | Current Balance | FICO | Annual Income | Current Yield | Status |
|---|
Portfolio Yield Projection — All Loans Combined
Natural yield rises as loan balances decline · flat fee on lower balance = higher yield %
| Year | Total Portfolio Balance | Total Annual Income | Blended Yield | Natural Yield | EB Supplement* | Total Yield | Cumulative Income | Notes |
|---|
How this is calculated: Each loan's annual income is based on its origination rate — the flat financing fee minus EquityBoost's 0.75% annual servicing. Blended yield is weighted by each loan's current outstanding balance. Yield rises naturally as balances decline — flat income on a lower balance produces a higher yield %. Projections assume no new loans are added — actual results will differ as your portfolio grows. For accredited investors only.
🔒
Your banking information is encrypted and used only to send ACH distribution payments. EquityBoost uses bank-level 256-bit encryption. We never store your full account number — only the last 4 digits after verification.
Distribution Account on File
Wells Fargo Bank
Checking · ····4821
Routing: ····0022 · Added Jan 5, 2026
Payment Schedule
Distribution Frequency
Monthly on the 1st
Processing Time
1–3 business days after distribution date
ACH Method
Standard ACH transfer
Minimum Distribution
$25 (smaller amounts accumulate)
📋
Reports are generated in real-time based on your portfolio data. For tax purposes, consult your tax advisor. These are informational summaries, not official tax documents.
Annual Income Statement
Full year summary of distributions received, income vs principal, and projected vs actual yield. Use for tax preparation.
Monthly Distribution Notice
Itemized breakdown of your most recent distribution — principal returned, income received, and per-loan detail.
Loan Performance Report
Current status, payment history, balance, and equity position for each loan in your portfolio.
As of today
Portfolio Summary
Complete overview of all loans, total deployed capital, income earned to date, and projected future income.
As of today