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New Investor Guide

Investor Onboarding Checklist

Follow this step-by-step guide to get started with your real estate investment journey. Complete each task to ensure a smooth loan application process.

Your Progress

0 of 16 steps completed

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1. Getting Started
0/4
Set up your account and understand the basics

Create Your Investor Account
5 min

Complete Your Investor Profile
10 min

Watch Introduction Video
15 min

Read the Investor Quick Start Guide
20 min

2. Financial Preparation
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Get your finances in order for loan approval

Check Your Credit Score
15 min

Calculate Your Available Liquidity
30 min

Review Your Income Documentation
45 min

Get Pre-Qualified
10 min

3. Property Research
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Learn how to find and analyze investment properties

Understand DSCR Loans
20 min

Learn Deal Analysis
30 min

Research Target Markets
1 hour

Build Your Investment Team
Ongoing

4. Loan Application
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Apply for financing and close your deal

Gather Required Documents
1-2 hours

Submit Your Application
30 min

Track Your Loan Progress
5 min/day

Close Your Deal
1-2 hours

Quick Actions
Section Progress
Getting Started0/4
Financial Preparation0/4
Property Research0/4
Loan Application0/4
Helpful Resources

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