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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)
    • "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
  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.
    • Buying Location Preferences — the markets you're focused on (optional). Three searchable dropdowns cascade from broad to specific: pick one or more states (type to search, with a Select all shortcut), then optionally narrow to counties within those states, then to cities within those counties (the city list appears once you've picked a county). Every level is multi-select with checkboxes, and your picks show as removable chips. Stopping at a state or county means "anywhere in it" — organizations use these locations to send you properties in your markets.
  4. Choose a password (at least 8 characters) and confirm it.
  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.

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 (at least 8 characters) 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, ask your account manager to resend the invitation.

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