--- title: "Left Main Exchange: Investor Portal" slug: "investor-portal-release-notes" updated: 2026-06-11T18:38:31Z published: 2026-06-11T18:38:31Z canonical: "docs.leftmainrei.co/investor-portal-release-notes" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.leftmainrei.co/llms.txt > Use this file to discover all available pages before exploring further. # Left Main Exchange: Investor Portal ## Left Main Exchange: Investor Portal ### Summary This release introduces Left Main Exchange (LMX): Investor Portal which is a branded, investor-facing web portal that connects directly to your Left Main REI org. With Left Main Exchange, your team can now publish properties directly from Salesforce to the portal, sync investor engagement, manage offers and transactions, share documents, and communicate with investors through a centralized portal experience. Investor activity automatically synchronizes back into Left Main REI, helping your team stay informed without leaving the CRM. --- ### Availability & Access - Available as a paid add-on subscription for Left Main REI customers. - Included at no additional cost for Enterprise Edition customers. - Users without access will not see Left Main Exchange components, actions, or configuration settings within Left Main REI. - Access to portal administration is controlled through the **LMX AdminUser** permission set. --- ### What’s New in Your Left Main Org The following are visible to your team inside Salesforce as of this release. **Client Portal Tab** - Portal branding - Custom domains - Google Maps - Portal synchronization settings The Client Portal tab is only visible to users assigned the LMX AdminUser permission set. **LMX AdminUser Permission Set** A new permission set named LMX AdminUser controls access to the Client Portal tab. Assign this permission to any user responsible for configuring and managing the Investor Portal. Users without this assignment will not see the Client Portal tab. **LMX Actions Menu on Transaction Records** Transaction records now include an LMX Actions menu with the following: - **Publish to Portal** Publishes a Transaction as a property listing on the Investor Portal. Before publishing, Left Main Exchange validates required property, transaction, pricing, media, and address information. Missing fields are displayed directly in the Validation Checklist to help ensure listings are complete before going live. A property address confirmation step is included before publication. - **Remove from Portal** Immediately removes the listing from the Investor Portal. - **Publishing Status** Displays the current publication status directly on the Transaction record: - Not Published - Published on Your Portal **Left Main Exchange** A new Left Main Exchange component is available on Transaction page layouts. This section provides: - Current publishing status - Validation Checklist - Visibility into missing information required for publication Once all required information is completed, users can publish directly from the record. **Post Note to Portal** A new Post Note to Portal component allows your team to communicate directly with investors through the Investor Portal. Features include: - Send notes directly from Salesforce - Receive investor replies - Automatic synchronization of responses - Note History tracking with author and timestamp information **Portal Documents** A new Portal Documents component allows users to upload transaction-related files directly from Salesforce. Features include: - Drag-and-drop file uploads (up to 10 MB per file) - Automatic visibility to files within transactions - Document History tracking **Portal Sync** A new Portal Sync scheduler is available through the Client Portal tab. Features include: - Automatic synchronization of investor activity back into Salesforce every 5 minutes - On-demand Sync Now functionality ### What Investor Activity Syncs Back to Salesforce When investors interact with the portal, Left Main Exchange automatically creates or updates records within Left Main REI. **Investor Registration** When an investor registers: - A Contact and related Account are automatically created. - Existing Contacts are matched by email address to prevent duplicates. - Portal accounts are linked to existing records when possible. **Saved Properties & Information Requests** When an investor saves a property or submits a Request More Info: - An Interested Buyer record is created or updated on the related Transaction record. - Notes are updated to reflect the investor's activity. **Offer Submissions** When an investor submits an offer: - An Interested Buyer record is created or updated on the related Transaction record. - The offer field is populated with the submitted offer amount. **Transaction Deletion** If a Transaction is deleted in Salesforce: - The corresponding portal listing is automatically removed from the Portal. - No manual unpublishing is required. ### What The Investor Portal Enables for Your Team Through the Investor Portal's Admin Dashboard, authorized users can: - Monitor investor registrations and profile information - Track property engagement, including views, saves, inquiries, and offers - Review property performance through Property Insights - View investor activity without affecting engagement metrics - Manage portal administrator access - Monitor transaction-related activity occurring within the portal - Access direct links between portal activity and Salesforce records This provides operational visibility into investor behavior while keeping your team connected to the related data in Left Main REI. ### What the Portal Enables for Your Investors The Investor Portal provides investors with a self-service experience where they can: - Browse, search, and filter published listings - View property details, investment analysis and neighborhood information - Save properties, request more info, submit offers, and track offer history - Manage active transactions, view documents, and exchange notes with your team - Receive a weekly digest email of new listings --- ### Notes and Resources Contact Support: [support@leftmainrei.com](mailto:support@leftmain.com) [Feature Overview: Investor Portal](/v1/docs/new-feature-overview-template#feature-name) [Frequently Asked Questions: Investor Portal](/v1/docs/new-faq-template-2#frequently-asked-questions-for-feature) > [!TIP] > **Things to Keep in Mind** > > - Properties cannot be published until all required information passes validation. > - If a Transaction is deleted in Salesforce, the associated portal listing is automatically removed. > - Investor activity depends on synchronization being enabled and properly configured. > - Users without access will not see Left Main Exchange functionality within Salesforce. > - Custom domain activation depends on DNS propagation and may take several hours after records are added. The default lmx-dns.com URL remains active throughout. > - Portal document uploads are limited to 10 MB per file. > [!NOTE] > **Pro Tip** **🧠** > > Enable the Portal Sync Scheduler immediately after setup. This ensures investor registrations, saves, inquiries, offers, and other portal activity automatically synchronize back into Left Main every five minutes, keeping your team informed without requiring manual updates. Our core product without dialer integration