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
• "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 — no need to click Save Changes.
• 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
• Buying Location Preferences — the markets you're targeting, picked with three cascading searchable dropdowns: states (one, several, or Select all), then counties within your chosen states, then cities within your chosen counties (cities appear once a county is picked). Each level is multi-select with checkboxes and shows your picks as removable chips. Stopping at a state or county means "anywhere in it." If you saved a free-text location before this picker existed, that text stays visible read-only above the picker until you re-pick your markets.

Make your changes and click Save Changes. You'll see a "Profile Saved" confirmation. (The SMS toggle is the exception — it saves on its own as soon as you flip it.)

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.