Creating a Profile

  • What are profiles
    • Your entity that is investing in the multi-family property
    • A profile defines how you are investing like the legal entity, its contact information, and tax ID information.
  • Type of profiles
    • Individual
    • Joint
    • Entity (there are sub types of entities and consist of Corporation, C-Corporation, S-Corporation, LLC, LLP, Partnership, and Single Member LLC)
    • Self-directed IRA
    • Trust
  • How to manage profiles
    • Must have at least 1 profile before you can respond to an offer
    • Create as many as you have
    • Each investment you make will be through one of your profiles
    • Input bank information for ACH distributions

If you do not have a profile created it will alert you on your dashboard. 

To create a profile click on "Profiles" (Left hand side of screen)

Click "New Profile" to add a new profile

If you already have profiles created or have profiles imported from a current deal it will look like this

  • Green thumbs up = ACH information entered
  • Red thumbs down = no ACH information entered