Homepage
When on the home page go to the closings tab.
- Click the green button containing + Create Closing
- Select your closing type
- Select the name and date for your closing
- Choose the appropriate subscription document.
- If applicable select a default cosigner.
- Click Create
Create New Investors
- Click the green Add investors button.
- Fill in the name and email fields accordingly.
- Slide the “Add commitment” slider to on.
- Populate the commitment amount.
- Click the Add button.
Send to Investor
- Select the vertical ellipsis (⋮)
- Click the send to investor tab.
- Click the green Send button.