A goal is your dream. You may have many dreams. A goal is a co-ownership asset objective you create that has characteristics and provisions. A goal can be real property such as a vacation home or personal property such as a ski boat. Once created, you can discover people that have similar goals and profiles and invite them to a form a group. A group is a collection of members working towards the same dream to realize it. This video shows you how to create a goal from the Goal toolbar or Dashboard. You can also use Goal Express from the dashboard that quickly creates a corresponding goal, that defaults many parameters that you may change.
Your profile is initially established from the information from the social provider you elected to authenticate with and share. From there, you can update information regarding you, your family, and your payment methods. The most important information in your profile is your primary home location and your legal name, signature, and payment method if you plan to join groups. You can set privacy preferences to only share publicly only those items you wish too. This video describes the important items in the profile and how to complete your profile form the toolbar or Dashboard.
Groups vote on all important objectives, provisions, and restrictions in property acquisition and operation. Voting events may have multiple measures to cast votes on. Voting events are generated and collected usually before the preparation of a legal agreement and the next stage in the asset lifecycle. This video shows how an owner/admin initiates a vote, how members vote, and how they review voting results
Groups vote on all important objectives, provisions, and restrictions in property acquisition and operation. Voting events may have multiple measures to cast votes on. Voting events are generated and collected usually before the preparation of a legal agreement and the next stage in the asset lifecycle. This video shows how an owner/admin initiates a vote, how members vote, and how they review voting results
On logging in and authentication, your home page is the dashboard. It allows you to quickly assess some metrics and quickly perform some actions on goals and groups. The navigation toolbar as well the dashboard allows you to access your Profile, Goals, Groups, and Workflow. The side Menu allows you to invite friends, become a partner, view documents uploaded or generated, and send Feedback. This video shows an overview of the Dashboard and Home page.
A group is formed from a goal. The group is initialized by whomever first creates the group. As members join a group, voting events can change the characteristics, financial, and ownership provisions of the group. Additionally, acquisition and operating budgets are established for assets and then voted upon. There are many items that an owner/admin of a group are responsible for. They lead the progress to realizing the groups’ collective dreams. This video also shows group members how to view the results of such actions.
Discovery allows you to find people with similar goals/dreams. Your goals are available in a drop-down selection to find members with same dream. You can view their profile, their goals, and proprietary fit score. You can invite or message members in Discovery. This video shows you how to use Discovery.