--- title: "Frequently Asked Questions: Investor Portal" slug: "faq-investor-portal" updated: 2026-10-21T17:13:04Z published: 2026-10-21T17:13:04Z canonical: "docs.leftmainrei.co/faq-investor-portal" --- > ## 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. # Frequently Asked Questions: Investor Portal ## Frequently Asked Questions: Investor Portal ### General **What is Left Main Exchange (LMX)?** Left Main Exchange (LMX) is Left Main REI's investor engagement platform. It includes a branded Investor Portal that allows organizations to market properties, track investor activity, manage offers, and collaborate throughout the transaction process while keeping data synchronized with Salesforce. **Who is Left Main Exchange designed for?** Left Main Exchange is designed for real estate investment companies that want to market opportunities, manage investor relationships, and streamline the disposition process. **Is Left Main Exchange included with Left Main REI?** Left Main Exchange is available as a paid add-on subscription and is included with Enterprise Edition. **Is there a limit to the number of investors or portal users?** No. Left Main Exchange supports unlimited investor registrations and portal users. --- ### Investor Portal **How do investors access the Investor Portal?** Investors can access the Investor Portal through your organization's branded portal URL. New investors can self-register, while existing investors can sign in using their portal credentials. **What can investors do in the portal?** Investors can: - Browse available properties - Search and filter listings - Save properties - Request more information - Submit offers - View offer history - Manage active transactions - Access transaction documents - Exchange notes with your team - Manage their profile and preferences **Can investors reset their own password?** Yes. Investors can use the Forgot Password option on the login page to reset their password without assistance from your team. **Do investors receive email notifications?** Yes. Investors receive email notifications for transaction notes and a weekly digest email highlighting recently published listings. --- ### Publishing Properties **How do I publish a property to the Investor Portal?** Open the Transaction record and select **LMX Actions → Publish to Portal**. **Why can't I publish a property?** The most common reason is that one or more required fields are missing. The Validation Checklist will identify any information that must be completed before publishing. **Why isn't my property showing on the portal?** A property will not appear on the Investor Portal until all required information passes the Publish to Portal validation process. **Can I remove a property from the portal?** Yes. Use **LMX Actions → Remove from Portal** on the Transaction record to immediately unpublish the listing. --- ### Investor Activity & Synchronization **What happens when an investor registers?** A Contact and related Account are automatically created or linked within Left Main REI based on the investor's email address. **What happens when an investor saves a property?** An Interested Buyer record is created or updated on the related Transaction record and the property is added to the investor's Saved Properties list. **What happens when an investor requests more information?** The related Interested Buyer record is updated and the investor's inquiry is captured for your team to review and respond to. **What happens when an investor submits an offer?** An Interested Buyer record is created or updated on the related Transaction and the submitted offer amount is synchronized back into Left Main REI. **How often does the portal synchronize with Salesforce?** Synchronization can run manually using Sync Now or automatically through the Portal Sync Scheduler every five minutes. --- ### Transactions, Documents & Notes **Can investors upload documents?** Yes. Investors can upload documents directly within active transactions. **Can investors delete documents?** Investors can delete documents they uploaded themselves. Documents uploaded by your organization cannot be deleted by investors. **How do investors communicate with our team?** Investors and internal users can communicate through Two-Way Notes. Notes synchronize between the Investor Portal and Left Main REI. **Will investors be notified when a note is posted?** Yes. Investors receive an email notification when a new note is posted to their transaction. **What happens if a Transaction is deleted in Salesforce?** The corresponding listing is automatically removed from the Investor Portal. --- ### Portal Administration **Who can configure the Investor Portal?** Only users assigned the **LMX AdminUser** permission set can access the Client Portal configuration page within Left Main REI. **Can multiple team members access the Admin Dashboard?** Yes. Portal administrators can invite additional users to access the Admin Dashboard. **What is Property Insights?** Property Insights provides engagement metrics for published properties, including: - Views - Saves - Inquiries - Offers These metrics help your team understand investor interest and listing performance. **Do administrator actions affect engagement metrics?** No. Activity performed by portal administrators does not count toward property views, saves, inquiries, or offers. --- ### Branding & Customization **Can I customize the Investor Portal?** Yes. Portal administrators can customize: - Logo - Hero Image - Brand Color - Homepage Content - Custom Domain **Can I use my own domain name?** Yes. Left Main Exchange supports custom domains. DNS records are generated during setup and must be configured with your domain provider before the custom domain becomes active. **Can investor emails come from my own email address?** Yes. Portal admins can send investor emails from an address on your company’s domain instead of the shared Left Main address. For setup steps, see *Send email from your own domain* in the Investor Portal Admin Documentation. --- ### Additional Questions **What is an Interested Buyer record?** An Interested Buyer record connects an investor to a specific Transaction and helps track engagement activities such as saves, inquiries, and offers. **Will Left Main Exchange continue to receive new features?** Yes. Left Main Exchange is an evolving platform and additional enhancements, integrations, and capabilities will continue to be released over time. **Where can I find additional help?** Additional resources are available in: - [Investor Portal Admin Documentation](/v1/docs/investor-portal-admin-documentation#featuretaskproblem-name) - [Getting Started with the Investor Portal](/v1/docs/getting-started-investor-portal#welcome1) For support, contact [**support@leftmainrei.com**](mailto:support@leftmainrei.com). ###