How Do I Control What Investors See in the Portal?

In Settings under Portal, you choose which sections investors can use and set the welcome message on their portal home.

Show or hide portal sections

1. Go to Settings and choose Portal under Investor Experience.
2. In Investor Portal Visibility, click Edit Visibility.
3. Check the sections to show: Opportunities, Investment Details, Document Library, Payment Activity, Investor Updates, Loan Details, Loan Payment Schedules, and Assets (Properties).
4. Save.

The table shows each section as Visible or Hidden.

Set the welcome message

1. On the same page, find Portal Welcome Message.
2. Enter a Title and a Message.
3. Optionally click Upload Headshot and Upload Signature. Use PNG, JPEG, or WebP up to 2 MB.
4. Click Save Welcome Message.

The message appears at the top of every investor's portal home. Leave the title and message empty to hide it.

Good to know

• You need permission to change workspace settings. Without it, the Portal section is not shown.
• Hiding a section does not change your own access or any required security steps for investors.
• Turn on Loan Details to show loan payment schedules.
• When a section is hidden, investors who open it see a note to contact you for access.
• Use Replace or Remove to change the headshot or signature.
• Branding is set separately. See How Do I Change My Logo and Brand Colors?

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.