Getting Started with the Investor Portal
Welcome to the Left Main Exchange Investor Portal.
This solution allows you to publish investment opportunities directly from Left Main REI while providing investors with a branded self-service experience for browsing properties, submitting offers, and managing transactions.
Step 1: Assign Portal Administrators
Assign the LMX AdminUser permission set to users responsible for configuring and managing the portal.
Verify
Admin users should now see the Client Portal tab within the Left Main+ application.
Step 2: Complete Client Portal Setup
Navigate to:
Left Main+ → Client Portal
Complete the Client Portal Setup process:
Enter your portal URL
Step 3: Configure Your Domain (Optional)
If using a custom domain:
Enter your desired hostname.
Copy generated DNS records.
Add records to your DNS provider.
Wait for DNS propagation.
Until propagation completes, your default LMX URL remains active.
Step 4: Configure Portal Branding, Portal Theme Color and Portal Home Page Copy
Customize:
Logo
Hero image
Brand colors
Hero headline
Hero supporting line
Why invest section heading
Preview changes before saving.
Step 5: Enable Portal Sync
Enable the Portal Sync Scheduler.
Recommended interval:
Every 5 Minutes
This ensures:
New investor registrations sync to Salesforce
Offers sync automatically
Interested Buyer records are created
Property engagement data remains current
Step 6: Add and Invite Admin Users
These should be Disposition Managers who will be managing transactions.
Step 7: Publish Your First Property
Navigate to a Transaction record. It is suggested to use a test record prior to inviting users to your portal.
Select:
LMX Actions → Publish to Portal
Review validation requirements and resolve any missing fields.
Confirm the property address and publish.
Step 8: Verify Investor Experience
Open your portal and confirm:
Branding appears correctly
Property is visible
Images load properly
Maps display correctly
Offer submission functions as expected
Step 9: Import Your Buyer Contacts
Login to the Investor Portal by clicking Admin Login at the bottom of the page
Prepare Buyer Contacts into a CSV file containing First Name, Last Name, Email, Phone Number (Optional)
Navigate to Manage Users
Click Import Users(CSV) button
Upload your CSV - All Users will be sent an email invitation to join your Investor Portal
Need Help?
Contact Support: support@leftmainrei.com
Related Articles
LMX Investor Portal Feature Overview
Frequently Asked Questions: Investor Portal
Things to Keep in Mind
Properties cannot be published until all required fields pass validation.
Pro Tip ðŸ§
Test your entire investor experience using a test investor account before announcing the portal to your buyers.