Getting started
Welcome to the portal
What this investor portal is and what you can do here.
Welcome to the portal
This portal is your private window into the investment properties offered by your sponsoring organization. From here you can browse vetted listings, study the numbers, save the deals you like, submit offers, ask questions, and follow your active transactions all the way to closing.
Every portal is branded and operated by the organization that invited you, so the logo, colors, and web address you see are unique to them. The listings, your account, and your saved properties are all private to that organization's portal.
What you can do here
| Goal | Where to go |
|---|---|
| Browse and filter available properties | Properties |
| See full details, photos, and analysis on a listing | Open any property card |
| Bookmark properties to revisit | Saved |
| Make an offer or ask a question | The buttons on a property page |
| Review every offer you've submitted | Offer History |
| Track deals your account manager assigned to you | My Transactions |
| Update your details and investment preferences | Profile |
Getting set up
- Create your account — see Creating your account.
- Sign in — see Signing in & passwords.
- Start browsing — head to Properties and explore.
You can browse listings without signing in, but you'll need an account to save properties, submit offers, request information, or view your transactions.
Need help?
Use the search box at the top of this Help Center to jump to any topic, or browse the sections in the sidebar. If something isn't working, contact the organization that operates your portal — their phone number appears on each property's Listed by card.