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Making an Investment Selection

Once your wallet's cash balance shows $1000 or more, you're ready to make an investment. 

Keep in mind Short Notes activate on the 1st and 15th of every month.

1. Login to your account

2. Click on 'Investment Listings' - for mobile view: click on the three horizontal lines in upper right corner for drop down menu - select 'Investment Listings'

3.  Once you decide which offering to invest in - Click 'View Details'

For Individual Property Listings - scroll to bottom  

Keep in mind Individual Property Listings are open to Accredited Investors only 

4. Scroll down - click on 'Invest Now'

5. Select Wallet and amount - click 'Continue'

6. You'll be taken to DocuSign - click 'Continue' 

Note: If you're selecting an Individual Property to invest in - skip to step #13

Note: If using desktop/laptop computer - click the link next to the yellow tag in upper left corner to review disclosure - click white box to acknowledge consent - then click 'Continue'

Note: If using mobile phone - Select 'OK' for mobile friendly view or PDF document 

7. Click 'Next' if using mobile device or 'Start' for desktop

8. Click 'Sign' 

Note: If you see this screen - click 'Adopt and Sign' to accept a signature style

9. Click 'Next ' if using mobile device or 'Fill In' for desktop four times in a row to verify the following information: (1) Street Address, (2) City & State, (3) Phone No., & (4) Email Address

10. Select one of the three options by clicking the circle next to the option that best represents you - then click 'Next ' if using mobile device or 'Choose' for desktop


Note: If you marked that you're an accredited investor, complete additional section

12. Click 'Finish' - then you'll be taken back to finalize your investment selection

13. Review details - click 'Confirm Investment'

14. Congratulations! When you see this screen you're investment selection was successful - check you're email for a notification with your investment details

If you need assistance please call us at 866-795-7558, M-F, 8-5 PST or schedule a consultation. We'd be happy to walk you through the steps.

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  1. Vanessa H.

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