Onboarding Form

Name*

First Last

Email*

Phone*

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Your Business Information

Business Name*

Business Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Business Phone

Business Email

Do you own a domain name already?*

Yes

Ex: yourbusinessname.com

Domain Name:*

Does your business have social media links?*

Yes

If you do not have social media links, such as Facebook, Twitter, Google, that is okay. You can always add them later.

Facebook

Twitter

Google

Instagram

YouTube

Your Team

In this section, we will go over your team members, which will be on your website. You can add up to 4, including yourself. If you have more than four people on your team, you can add additional team members later. If you do not have any additional team members, that is completely fine and normal, as you can always use our generic About Us page or our Solo Investor Page. Either way, it would be helpful to have a professional “headshot” image of you.

Your Role/Title

Ex: Founder and CEO

Your Short Bio

Your Headshot

Max. file size: 8 MB.

Do you have personal social media links you want to add to your website?*

Yes

Facebook

Twitter

Instagram

YouTube

Skype

Add another team member?*

Yes

Team Member 2

Name*

First Last

Role/Title

Short Bio

Headshot

Max. file size: 8 MB.

Add social media links for this team member?

Yes

Facebook

Twitter

Instagram

YouTube

Skype

Add another team member?

Yes

Team Member 3

Name*

First Last

Role/Title

Short Bio

Headshot

Max. file size: 8 MB.

Add social media links for this team member?

Yes

Facebook

Twitter

Instagram

YouTube

Skype

Add another team member?

Yes

Team Member 4

Name*

First Last

Role/Title

Short Bio

Headshot

Max. file size: 8 MB.

Add social media links for this team member?

Yes

Facebook

Twitter

Instagram

YouTube

Skype

Brand Color Palette

A brand color palette includes a set of colors that represent your brand personality. These colors will be used in your logo, website, business cards, etc. If you are unsure what colors to pick, choose primary and secondary colors that you like, and we will create your palette based on best design practices.

Primary Color*

ColorPick color

Your primary color is the color displayed most frequently across your brand.

Secondary Color*

ColorPick color

A secondary color provides more ways to accent and distinguish your brand. We will use the secondary color sparingly to accent select parts of your logo and website and other marketing materials.

Additional Color

ColorPick color

OPTIONAL: If you have another color you want us to use, please select it here.

Additional Color

ColorPick color

OPTIONAL: If you have another color you want us to use, please select it here.

Your Portfolio

In this section, we will go over your portfolio. If you do not have any properties, we will set up your website to use our generic property page that showcases the types of properties you are looking for. Once you get your first property, you can add it to your website afterward.

Do you already have properties you want displayed on your website?*

Yes

Properties*

Property Name

City

State

Units

Date Acquired

Equity

To add more than one property, click the "+" icon on the right.

Property Pictures*

Drop files here or

Max. file size: 8 MB.

Please upload your property pictures above. It is helpful for us to have the picture file names based on the property name to match them correctly.

Your Investment Strategy

Please review your investment strategy. You can customize these fields or use our default values.

Transaction Size*

Asset Type*

Ratios and Exit*

Target Markets*

Your Blog

If you are on the Professional or Premier plan, a blog with 3 pre-written posts is included.

Do you want a blog page?*

Yes

Name

This field is for validation purposes and should be left unchanged.