Work your pipeline to first investment
Move an interested contact from click to funded, verified investor.
5 minIntermediateAgents & referrers
Narrated video coming to this lesson
The full written walkthrough below covers every step. Video walkthroughs are published track by track — start with the flagship lessons on the tutorials home page.
Step by step
- 1
Qualify fast
Ask ticket size, timeline and whether they've invested in property before. That determines which property you lead with.
- 2
Walk them through KYC
Most drop-off happens at document upload. Send them the KYC tutorial and stay on the call while they shoot the ID.
- 3
Help with the first deposit
Reinforce the reference code and that transfers must come from their own account.
- 4
Follow up after the first payout
The first monthly distribution is the best moment to ask for a second ticket or a referral.