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Additional Resources

Additional resources for Onboarding and Investor Support

Investor Support

  • Investor Portal Login FAQ
  • Investor Dashboard Login & Tour
  • Managing Your Profile
  • How to Add An Additional Profile
  • Add Bank Account
  • Investor Password Reset
See all 12 articles

New User Training

  • Comprehensive System Overview
  • New User Training Checklist

Key Property Insights (KPI)

  • KPI Best Practices and FAQ
  • Sponsor Metrics Dashboard
  • Operational Summary
  • Period Analysis
  • Asset One Pager
  • Portfolio Comparison
See all 10 articles

Exports

  • Loans Export
  • Activity Log Export
  • Export Banking/Tax Information
  • Project List Exports
  • Export by Investment: All Entities Export

Onboarding Resources

  • Investor Portal Configuration
  • User Invitation Template
  • Launch Checklist
  • Customer Success Model
  • Customer Support SLAs
  • Investor Support Policies
See all 8 articles

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