Your profile

Open Profile (your name in the top navigation) to keep your details and investing preferences current. Sharing accurate preferences helps your account manager match you with the right deals.

What you can edit

• First name and last name
• Entity name: the company or LLC you invest through
• Mobile: pick your country from the flag menu (the United States is the default; Canada and Mexico are at the top, and you can search any country by name or dialing code), then type the number. It formats as you type, and pasting a number that starts with + switches the country for you. A number that is not a real phone number shows a note under the field and is not saved. Clear the field to remove your mobile.
• "Text me new property alerts": the SMS alerts opt-in checkbox under the mobile field. It only appears when the organization has texting enabled, and it saves immediately when you toggle it, with no need to click Save changes. Text alerts need a valid mobile number: without one the box will not tick and tells you why. If you just typed a new valid number, ticking the box saves that number first.
• Primary investment strategies: Rentals, Fix/Flip, New Construction, Short-Term Rentals, Mid-Term Rentals, Padsplit
• Primary investment funding: Private Money, Hard Money, Conventional Loan, Cash, Seller Financing, or Other
• Your markets: the places you buy in. Type a state, county, city or ZIP code and pick it from the list; each market shows as a chip you can remove. A state or county means anywhere in it. Your markets are only saved when you change them. If your account manager typed markets for you that we could not match to a place, a note above the picker lists them: pick those places again from the list.

Under Email preferences, two checkboxes save as soon as you tick or untick them: listing announcements and the newsletter (marketing), and email me when the team adds a document or note to a deal I am buying.

Make your changes and click Save Changes. A short "Profile saved" message appears at the bottom of the screen and you stay right where you were, with nothing to dismiss. (The SMS toggle is the exception — it saves on its own as soon as you flip it.)

Change password

The Change password section at the bottom of the page lets you pick a new password while signed in:

1. Enter your current password.
2. Enter a new password. It needs at least 8 characters, a number and a special character (anything that is not a letter or a number, such as !, @, # or $). A checklist ticks each rule as you type, and the info button next to the eye button repeats the rule.
3. Enter it again under Confirm new password until Passwords match appears.
4. Click Change password.

If the current password is wrong you'll be told so and nothing changes. Forgot your current password? Sign out and use Forgot password instead.

Your email

Your email is read-only here because it's your sign-in identity and is linked to your account manager's records. If your email is wrong or needs to change, contact your account manager.

Where your preferences go

Your preferences are shared with your account manager's CRM so the team can tailor the opportunities and updates they send you.