Welcome

Welcome to RealConnex: Completing your initial Profile

Thank You for joining RealConnex!

Now that you are officially a member, let’s get started on building your Initial Profile!

First is the “About Me” section, please select one Role that best describes what you do (Please note, if you have any additional roles you would like to add, you can do it later on after your initial profile is ready):

  • Sponsors/Developers
  • Broker
  • Fund GP
  • Owners & Operators
  • Crowdfunders
  • Investor/Lender
  • Real Estate Advisor
  • Design, Building, Engineering
  • Professional Services Providers
  • Insurance Providers

When are ready for the next section, click on the “Next” button to proceed.

Select Your Type of Business: Getting to Know You

Next, depending on the Role you select in Step 1, the platform will ask you for a little more detail about what your function comprises of for the Role you selected.  For example, if you select “Sponsors/Developers” your choices will feature:

  • Deal Sponsor
  • Developer
  • Fee Developer
  • Fund General Partner
  • Operating Partner
  • Owner/Operator

Remember, the functions presented here are dependent on what you select in Step 1 and if you need to return to the previous step, click on the “About Me” field to start over.

When are ready for the next section, click on the “Next” button to proceed.

Required Fields: Additional Details

Each corresponding Type of Business will have a different set of “Required Fields” for you to complete.

For our example, we initially choose “Deal Sponsor” and the corresponding “Required Fields” are:

  • Risk Profiles
  • Assets I like (required)
  • Strategies I like

Remember, the functions presented here are dependent on what you select in Step 1 and if you need to return to the previous step, click on the “About Me” field to start over.

When are ready for the next section, click on the “Next” button to proceed.

Add Your Company: Link In with your Company

As an option, feel free to link your profile with the Company you work for or associate with.

First, fill out the Company Name field (as shown in illustration below):

Note, if a Company you are entering is already in our database, it will show as a selection for you to select (as shown in illustration below):

Select your Company match and click on the “Connect” button (as shown in illustrations below):

Please note, any company you select and click on “Connect” with will have a request e-mail sent to that Company’s Admin to either accept or decline your request to “Connect” with that company.

You will then automatically proceed to the next step.

If your company has not already been created, you will see “No results found” and you can choose to “Create” your Company (as shown in illustration below):

A confirmation message will appear to confirm your company has been created.

You will then automatically proceed to the next step.

If you prefer not to answer at this time or you do not have a company you want to link with, click on “No Company? Skip to next step” link to continue.

Where Do You Do Business: Location, Location, Location

Just like real estate, your location you do business in is important with your future business clients and partners and RealConnex allows you to add your location(s) by either entering the Zip Code(s) of areas you do business in or by the City (Cities) name.

Our Location section is power by Google Map and any Zip Code(s) or City (Cities) you entered will be pin pointed by Google Maps.

When are ready for the next section, click on the “Continue” button to proceed.

Registration Complete: Start to use RealConnex Now or Build a Complete Profile

Congratulations!  Your Initial Profile is now complete!  Thank you for taking the time to fill out your Initial Profile!

You now have 2 choices:

Complete Later: Start using RealConnex now and whenever you have the time in the future, feel free to complete your profile.

Complete Profile Now (It just takes 5 minutes): Take the time now to quickly complete your profile now.  As mentioned, it takes just 5 minutes to complete!

Thank you again for completing your Initial Profile on RealConnex!

 

 

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