Course curriculum

    1. What is Left Main Exchange?

    2. Placeholder - Demo Video Left Main Exchange Overview

    3. Understanding the Investor Journey

    1. What Makes a Great Portal Listing?

    2. Placeholder Demo Video: Publishing a Property to the Investor Portal

    3. Understanding the Publishing Requirements

    4. What Investors See After Publishing

    5. Placeholder Video: Touring a Published Property

    1. How Investor Activity Flows Back to Left Main

    2. Placeholder Video: Following Investor Activity from Portal to Salesforce

    3. Understanding Investor Registrations

    4. Placeholder Video: Reviewing Investor Registrations in the Portal Admin Dashboard

    5. Understanding Interested Buyer Records

    6. Placeholder Video: Following an Interested Buyer Record Lifecycle

    7. Understanding Property Insights

    8. Placeholder Video: Using Property Insights to Measure Engagement

    1. Understanding the Offer Lifecycle

    2. Placeholder Video: Following an Offer from Submission to Salesforce

    3. Managing Transaction Documents

    4. Placeholder Video + Scribe: Uploading Documents to a Transaction

    5. Understanding Two-Way Notes

    6. Placeholder Video: Communicating with Investors Through Two-Way Notes

    7. Understanding the Investor Transaction Experience

    8. Placeholder Video: Viewing Transactions from the Investor Perspective

    1. Understanding the Portal Admin Dashboard

    2. Placeholder Video: Navigating the Portal Admin Dashboard

    3. Using Investor Activity to Drive Better Outcomes

    4. Placeholder Video: Building a Daily Investor Portal Management Routine

    5. Understanding Your Investor Community

    6. Placeholder Video: Reviewing Investor Registrations and Preferences

    7. Creating a Repeatable Investor Engagement Process

    8. Placeholder Video: A Day in the Life of a Portal Administrator

    1. Building Listings That Attract Investors

    2. Placeholder Video: Reviewing a High-Performing Listing

    3. Encouraging Investor Engagement

    4. Placeholder Video: How Successful Teams Drive Investor Engagement

    5. Building Repeat Investor Relationships

    6. Placeholder Video: Creating a Repeatable Investor Experience

About this course

  • Free
  • 45 lessons
  • 0 hours of video content

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