On this page you’ll find step-by-step written instructions plus short, easy to follow videos, on how to use the portal. Scroll down to view everything from ‘How to invest’ and ‘How to view my current investments’, through to ‘How to update my tax details’. If you would like any of the written instructions sent to you please get in touch by emailing [email protected].
This document includes both the General Terms and Conditions, which applies to your browsing of and use of our platform and sets the requirements to use it as an Investor, plus, the Investor Agreement that governs your participation as an investor and forms our client agreement with you. Please view the General Terms and Conditions here.
To know more about how to on sell your investment before the loan repays, please view the Secondary Market Rules here. You can request to sell your investments on the My Investment page on the portal.
Tips on how to view the list of current investment opportunities including how to sort the list and how to view more details of the loan on offer. Download written instructions for this guide as a .pdf here.
Understand the information on a listing before investing including definitions of important terms. Download written instructions for this guide as a .pdf here.
Placing an investment including if you have multiple accounts and pre-ordering investments. Download written instructions for this guide as a .pdf here.
Our trust account number and what information to use as a reference to ensure we know the funds are from you. Download written instructions for this guide here.
View details of all your investments including the property/loan details, interest payments, tax and latest statements. Download written instructions for this .pdf here.
Funds from a repaying loan will be placed in your investors on-call account or you can request a repayment. Download written instructions for this guide as a .pdf here.
Easy steps to request to exit your investment before it repays via the Secondary Market. Download written instructions for this guide as a .pdf here.
Update your details with us; from changing your email, phone number and address to tax rates and bank account. Download written instructions for this guide as a .pdf here.
Help resetting your password. Download written instructions for this guide as a .pdf here.
