Account

Welcome back

— Member since —

Free plan KYC: Not verified 2FA: Off

✓ Saved

Overview

A snapshot of your DealForge account and activity.

Identity

Display name: —
Email: —
Phone: —
Location: —
Time zone: —

Investor

Investor type: —
Strategy: —
Years investing: —
Properties owned: —
Target portfolio: —

Plan & Trust

Plan: Free
Renews: —
KYC: Not verified
Two-factor auth: Off
Pro investor badge: Not awarded

Recent Activity

No activity yet — start with Deals or Portfolio.

Quick Actions

📊Open PortfolioTrack value & cashflow 🏷️Browse DealsAI-scored opportunities 💬Community ForumAsk & learn faster 📰News HubHeadlines & comments

Personal Profile

How you appear across DealForge.

Display name Full legal name Email Phone Avatar URL Forum handle Bio

Location & Locale

City Region / County Country Time zone Language

Investor Profile

Used to tailor deal scoring, AI insights and forum recommendations.

Investor type Years investing Properties owned Target portfolio (£) Target horizon (years) Monthly investment budget (£) Per-deal budget (£)

Preferred strategies

Pick all that apply.

Focus regions

Property types

Investor tags

Optional — what describes you best?

Risk & Liquidity

Risk appetite Liquidity preference Target net yield (%) Target annual ROI (%)

Capital & Capacity

Powers personalised affordability and stress-test math.

Liquid capital available (£) Mortgage capacity (£) Debt-to-income ratio (%) Annual gross income (£) Credit score (band)

Tax Profile

Marginal income tax band Tax structure Tax residency UTR / NI Number VAT status

Limited Company (SPV)

Company name Companies House number SIC code Director(s) Registered address Accounts year-end

Professional Network

Your team — used for in-app handoffs and quick contact.

Mortgage broker name Broker email Broker phone Solicitor / conveyancer Accountant Letting / management agent

Verification & Trust

Lift your trust score with verified documents.

Email From your authentication provider.
Pending
Phone Verify via SMS to unlock alerts.
Identity (KYC) Passport or driving licence.
Proof of funds Recent statement (under 90 days).
Pro-investor badge Awarded after KYC + 3 verified deals.
Not awarded

Plan

Choose the right tier for your investment workflow.

Free

£0/mo

Up to 5 portfolio properties
Basic deal scoring
Community forum access
News hub with comments

Pro Recommended

£19/mo

Unlimited portfolio properties
Advanced AI insights & stress tests
Tax & goal modelling
Saved searches & alerts
CSV / PDF exports

Enterprise

Custom

Multi-user team workspace
API access & webhooks
White-glove onboarding
Dedicated account manager

Billing

Billing email Billing name VAT number Billing address

Payment method

No card on file.

Invoices & Usage

Date	Plan	Amount	Status	Receipt
No invoices yet — upgrade to Pro to start your billing history.

Two-Factor Authentication

Add a second factor to harden your account.

Authenticator app Time-based codes (TOTP).

Off

SMS codes Sent to your verified phone.

Off

Hardware key (FIDO2) YubiKey, Titan, etc.

Off

Backup recovery codes 10 single-use codes for emergencies.

Not generated

Password

Provider: Cognito (DealForge SSO)
Last changed: —
Strength: —

Active Sessions

Login History

When	Device	Location	Result
No history yet — recent sign-ins will appear here once tracking is enabled.

API Keys

For programmatic access (Enterprise plan).

No API keys yet.

Notifications

Pick the channels and frequencies that fit your workflow.

News digest frequency Quiet hours

Display & Locale

Theme Currency Date format Number format Default landing page Compact mode

Connected Accounts

Single sign-on and data integrations.

Visibility

Control how DealForge surfaces your details to others.

Public profile (Forum)

Show my portfolio size in Forum signature

Allow direct messages from other investors

Show online status

Consent

Marketing emails

Anonymous product analytics

Personalised AI insights using my data

Share aggregated, anonymised market signal

Your Data

Local export bundles every key DealForge stores in this browser (portfolio, forum, news, account profile). Account deletion will wipe your DealForge cloud record and is irreversible — wired up with the DynamoDB backend.