- Invelo's Help Desk
- Getting Started
- Account & Set Up
-
Getting Started
-
List Builder
-
Importing
-
CRM
-
Workflows
-
Marketing
-
Integrations
-
Video Tutorials
-
FAQs
-
Invelo 2.0
-
Masterclasses
- The 4 Principles to Scaling Your Business with Cody Hofhine
- Lease Options 101 with Joe McCall
- Find, Screen, and Keep Key Talent with Jason Lewis
- Online Marketing for Motivated Sellers with Trevor March
- Why You’re Not Taking Action with John Jackson
- 7 Roadblocks to Women Investing with Andresa Guidelli & Elizabeth Faircloth
- The Pursuit of Excellence with Patrick Precourt
- The Magic of Seller Financing with Andrew Schlag
- Raising Capital - Building Trust & Relationships with Investors with Sir Brad Blazar
- Scaling Your Capital Stack with Matt Rodak
- Growing Your Dealflow Through Paid Lead Generation with Mike Hambright
- Men's Health - The Testosterone Epidemic with Ali Gilbert
- Build Your Business Through Cashflow Management with David Richter
- How to Buy and Sell Beautiful Homes in Beautiful Neighborhoods with Ron LeGrand
- How to Convert More of the Leads You Are Already Getting with Justin Colby
- Fool Proof Financial Formula - How to Buy the Most Profitable Deals with Pamela Bardhi
- How to Turn Your Real Estate Hustle Into a Real Estate Empire with Kent Clothier
- Unlocking Success - Mastering Mindset and Building Winning Teams with Tony Javier
- Developing a Winning Selling Process and Overcoming Objections with Confidence with Steve Trang
Manage your wallet
How to add funds, set a default payment card, and set up automatic funding
Having sufficient funds in your Invelo wallet will enable you to run marketing campaigns, order services like skip tracing, or add additional List Builder credits to your account (Paid plans only - upgrade here).
-
Click your profile icon in the top right and select Billing & Plan.
-
Click the Wallet tab.
-
From here, you can see your wallet balance, payment method, and transaction history.
Add wallet funds
There are two ways to add funds to your wallet:
-
Under Billing & Plan > Wallet (as shown above), click Add Funds.
-
Click your wallet balance in the top right.
Then complete the following steps:
- Click one of the predetermined amounts, or manually enter an amount (a minimum of $50 is required).
- (Optional) Select the Automatic Funding checkbox to automatically add funds to your Invelo wallet in the event that you do not have enough to cover your marketing campaign batches.
- Click Confirm.
Important: If you plan to run marketing campaigns, ensure that you enable Automatic Funding. The Automatic Funding feature will ensure that your marketing campaigns don't get disrupted by insufficient funds.