Manage portfolio allocations and track investments
Manage investment portfolios by adjusting target allocations with Auto , manually selecting loans, adding funds via one-time or recurring deposits, and viewing details on each Note.
Submit loan applications and track progress in real time. Receive push notifications for important dates and updates. Verify loan information and status. Submit required documents via mobile. Stay engaged from origination to closing.
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.