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Getting started

Creating your account

Register yourself or finish setup from an invitation email.

Creating your account

There are two ways to get an account, depending on how you arrived at the portal.

Option 1: Register yourself

  1. Click Get Started in the top navigation, or go to Create account.

  2. Fill in your details:

    • First name and last name (required)
    • Entity name: the company or LLC you invest through (optional)
    • Email (required): this becomes your sign-in name
    • Mobile (optional). Pick your country from the flag menu on the left (the United States is selected for you; Canada and Mexico are at the top of the list, and you can search for any other country by name or dialing code). The number formats itself as you type. Pasting a number that starts with +, such as +44 20 7946 0958, switches the country for you. If the number is not a real phone number you'll see a note under the field.
    • "Text me new property alerts": an optional checkbox under the mobile field (shown when the organization has texting enabled) to opt in to SMS alerts. It needs a valid mobile number.

  3. Tell us how you invest so we can tailor what you see:

    • Primary investment strategies: choose any that apply: Rentals, Fix/Flip, New Construction, Short-Term Rentals, Mid-Term Rentals, Padsplit.
    • Primary investment funding: how you typically fund deals: Private Money, Hard Money, Conventional Loan, Cash, Seller Financing, or Other.
    • Where do you buy? Your markets (optional). Type a state, county, city or ZIP code ("phoe", "maricopa", "850" or "springfield mo") and pick it from the list. Add as many as you like; each one shows as a chip you can remove. A state or county means anywhere in it. Organizations use your markets to send you properties there. Your markets never create a buy box, but your first buy box starts with them filled in.

  4. Choose a password and confirm it. Your password needs:

    • at least 8 characters
    • a number
    • a special character (anything that is not a letter or a number, such as !, @, #, $ or a space)

    A checklist under the field ticks each rule as you type, and Passwords match appears under the confirmation once both agree. Use the eye button in the field to show or hide what you typed. Create account stays unavailable until the password meets every rule.

  5. If the organization has published legal documents, check the box to accept the Terms & Conditions and Privacy Policy.

  6. Click Create account. You'll be signed in automatically and taken to the home page.

If something needs fixing, the page scrolls to the first field with a problem and explains it under that field.

Use your organization's portal address. Accounts are specific to the portal you register on. If you were given a custom web address, register there so your account is linked to the right organization.

Option 2: Finish setup from an invitation

If your account manager added you, you'll receive a welcome email with a setup link.

  1. Open the email and click the setup link (it points to /setup-account).
  2. You'll see a personalized welcome with your organization's name.
  3. Choose a password that meets the same rules as above, and confirm it.
  4. Click Finish setup. You'll be signed in and ready to browse.

If the link says it's invalid or expired, click Email me a new link. That takes you to Forgot password: enter your email and we'll send a fresh link. Choosing a password from that link finishes setting up your account too.

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