Let’s Figure Out Your Migration!

Please fill out the form below so we can figure out how best to migrate you to IF3. We want to migrate customers as quickly as possible but there are a lot of steps to ensure that your team functions move over correctly. By filling out this form we will have everything we need to migrate your data when you are next in line. Please know we are migrating members data as quickly as possible.

1Basic Information

2Texting and Emailing From IF3

3Additional Users

4Lead Sources

5Additional Info

Basic 2.0 Information
Company Name*
This is your main company and team name inside of 2.0.
Email Address*
Please provide the email address you use to log in to 2.0.
What kind of Migration to IF3 do you want?*
Company Info
As we are move customers over to IF3 we are taking the time to better understand how we can help them with their REI career. Please answer the following questions so we know a bit more about you.
How many years has this company been in business?*
Help us understand your experience... we have many resources to help investors at any level!
Deals per month*
Let us know what your pace of business is so we can better respond to your needs. Please select one based on your average number of deals per month.

Save and Continue Later

How Many Lead Sources do you have?
We do not have account records for your lead inputs so we'll need to get this information from you again. Tell us how many you have first, then tell us the name of each of your lead sources. If you have lead sources that aren't listed here select "Other" and we'll work to get it connected for you.
1st Lead Source*
Other 1st Lead Source Name*
No worries, we'll investigate and see if we can integrate with this lead source. What is the name of the lead source?
Username of 1st Lead Source*
What is the username for this account?
Password of 1st Lead Source*
What is the password for this account?
Additional Information
Is there anything else we should know about this lead source? For example, login URL, numbers that should populate IF3, etc.
2nd Lead Source*
Pick from the list the lead source you wish us to integrate. If it's not listed choose "Other" at the bottom.
Other 2nd Lead Source*
No worries, we'll investigate and see if we can integrate with this lead source. What is the name of the lead source?
Username of 2nd Lead Source*
What is the username for this account?
Password of 2nd Lead Source*
What is the password for this account?
Additional Information
Is there anything else we should know about this lead source? For example, login URL, numbers that should populate IF3, etc.
3rd Lead Source*
Pick from the list the lead source you wish us to integrate. If it's not listed choose "Other" at the bottom.
Other 3rd Lead Source*
No worries, we'll investigate and see if we can integrate with this lead source. What is the name of the lead source?
Username of 3rd Lead Source*
What is the username for this account?
Password of 3rd Lead Source*
What is the password for this account?
Additional Information
Is there anything else we should know about this lead source? For example, login URL, numbers that should populate IF3, etc.
4th Lead Source*
Pick from the list the lead source you wish us to integrate. If it's not listed choose "Other" at the bottom.
Other 4th Lead Source*
No worries, we'll investigate and see if we can integrate with this lead source. What is the name of the lead source?
Username of 4th Lead Source*
What is the username for this account?
Password of 4th Lead Source*
What is the password for this account?
Additional Information
Is there anything else we should know about this lead source? For example, login URL, numbers that should populate IF3, etc.
5th Lead Source*
Pick from the list the lead source you wish us to integrate. If it's not listed choose "Other" at the bottom.
Other 5th Lead Source*
No worries, we'll investigate and see if we can integrate with this lead source. What is the name of the lead source?
Username of 5th Lead Source*
What is the username for this account?
Password of 5th Lead Source*
What is the password for this account?
Additional Information
Is there anything else we should know about this lead source? For example, login URL, numbers that should populate IF3, etc.
More Than 5 Lead Sources?
Add in the rest of the lead sources here. Make sure to include: - It's Type - Login Details - Any Other Information We Need

Save and Continue Later

Let’s Figure Out Your Migration!

Basic 2.0 Information

Company Info

Calling and Emailing From IF3

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