Investor Lists
We will be covering Investor Lists and how to leverage them on your platform to reduce redundancies and effectively save time using this feature.
Video Transcript
The following areas of the platform will be covered:
Creating a dynamic and manual list
Using lists under Accounts
Using lists for E-Sign templates
Using lists to protect sensitive data on offers
Using lists to create unique landing pages for your platform
WealthBlock has surpassed our expectations in so many ways. We were in search of a platform that is aesthetically pleasing, easy to use for both our team and our members and that would simplify our deal flow for our investors. There is no doubt that WealthBlock met these needs and have exceeded them. They have been an absolute pleasure to work with, have helped us build a valuable network of like-minded professionals and are always surprising us with new features. This platform has and will continue to enhance our ability to grow.
Hilary Mathis
Director of Marketing, FarmFundr