Investor Portal Basics

Portal Basics Overview (This Week's Workshop Topic)

• What the Address Income Portal does and how agents use it with clients
• How to navigate property analytics (cash flow, returns, rankings)
• How to sign up a client and why activating clients early matters

What is this workshop for agents and why do I care?

Welcome to Address Income's Investor Portal Workshop Series — a weekly, hands-on learning experience designed exclusively for real estate agents. Each session dives into a different feature of the Investor Portal by Address Income, giving you the practical knowledge and confidence to use our technology as a true value-add for your clients.

This is a casual, coffee-style workshop where you can bring your laptop, ask questions in real time, and follow along as we walk through live examples, best practices, and use-cases that help you win more clients and deliver a next-level experience.

Whether you're brand new to the platform, a new agent, experienced agent or looking to sharpen your investor-focused skill set, each workshop builds on the last while still standing alone, so join us for the full series or drop in for the topics most meaningful to you.

The Format (0-30 Minute learn and workshop, 30 Min Q&A and Networking)

• First 30 miutes we cover the topic and workshop
• The last 30 minutes we open to Q&A, Networking and updates from Address Income.

What to Expect

• A new Investor Portal topic every week for agents
• Live demos directly from the Address Income team
• Open Q&A and personalized guidance
• A relaxed, collaborative environment
• Actionable takeaways you can use with your clients the same day

This is your chance to deepen your investor expertise, strengthen your pitch, and get comfortable with a tool that sets Address Income apart. Bring your laptop, your questions, and your curiosity.