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