Once you’ve created an offering, you’ll land on the “General” tab of the Offering.
General
The information entered on this page will be shown inside of an offering in the investor portal.
These are the steps you need to follow to correctly fill out this page:
Click inside the Overview section and write a description of the investment offering.
⚠️ Be sure to click save before exiting the section.
Upload or Drag & Drop a picture into the Property Image Section.
In the Classes section, add an investment class.
You may want to have one or more classes.Add investment risks.
Collateral
After you’ve created an offering, select the collateral tab. In this tab, you can choose which loans you want included in your offering.
Funding Source in a Collateral
New Funding:
This will add funding to the loan in addition to the current funding, if any.
Replacing Funding
Using this option will allow you to replace any current funding in a loan.
Select the investment to replace
Type the amount to be replaced in the "Amount of Funding" bo
💡 You may choose to replace a portion or the total amount of the funding by typing the amount to be replaced.
Documents
To upload any documents for your investors to review, create a new document slot and upload the docs.
Funding
To subscribe investors in the offering on their behalf, simply follow these steps:
Click on "Add Funding"
Select the investor
Choose the class
Input the rate
Enter the amount.
Publishing
To publish the offering on the investor portal, toggle the Offering Status to "Published".
