Quick start: from sign-up to your first distribution

The path in ten steps

Create your account and confirm your email. See Create your account and organization.
Finish onboarding: your organization details, your team and your portal address.
Add a property with its financials and photos. See Add a property.
Add clients and put them into a group. See Add a client and Groups.
Add your documents, such as the investment memorandum and the risk disclosure. See The document vault.
Create a market and a listing, then publish. See Create a market and Create a listing.
Invite your clients to the portal. See Invite clients to the portal.
Approve a subscription and record the payment, then settle the order. See The order lifecycle.
Check the cap table on the property's Ownership tab. See Cap table and ledger.
Run a distribution and publish statements. See Run a distribution and Statements.

The onboarding checklist on your dashboard tracks the first steps: add a property, add a client, create a market, invite your team and choose a plan.
A property is saved as a draft after the location step of the wizard, so you can stop and continue later.
During the free trial you can have up to 3 active clients and 3 team members. See The 14-day free trial.

Tip: Use the Preview as client option on a market to check what a given client would see before you invite anyone.