Building Real Estate Platforms with the Crowd Valley API. 11 th November Paul Higgins co-founder & CTO [email protected]

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1 Building Real Estate Platforms with the Crowd Valley API 11 th November 2015 Paul Higgins co-founder & CTO

2 AGENDA About this webinar About Crowd Valley Typical Site Map for a Real Estate Platform Implementing API Functions Crowd Valley API Documentation Further Resources Questions

3 ABOUT THIS WEBINAR In a nutshell This webinar will run through the most common features and constituent pages of an online real estate funding platform. It will give examples of front-end sites and it will explain how to use the Crowd Valley Platform API to implement those features. Who should attend? Real estate professionals, developers and technical project managers planning to build the front-end of a real estate finance platform.

It will give examples of front-end sites and it will explain how to use the Crowd Valley Platform API to

4 ABOUT CROWD VALLEY Crowd Valley has helped over a hundred professionals and companies in setting up and launching online finance marketplaces around the world using its digital back-end and API. The Crowd Valley API is used to build online platforms and marketplaces globally for managing private placements, securities, real estate, crowdfunding, peer-to-peer lending, and public stock trading. Founded in 2012 in San Francisco with additional offices in London and Hong Kong. The Crowd Valley management team has worked together in this industry since 2009.

The Crowd Valley API is used to build online platforms and marketplaces globally for managing private placements, securities, real estate,

5 CROWD VALLEY ARCHITECTURE

6 CROWD VALLEY ARCHITECTURE

7 REAL ESTATE PLATFORM SITE MAP Home Page Property Listings Property Overview Secondary Market Listings My Profile My Investments

8 SITE MAP > HOME PAGE

9 SITE MAP > HOME PAGE

10 SITE MAP > HOME PAGE

11 SITE MAP > HOME PAGE

12 HOME PAGE IMPLEMENTATION Implement Content API to pull images and data from Crowd Valley s API-driven Content Management System. Javascript form that collects the user s preference for debt or equity and then forces the user to log in to concnue. Implement PlaDorm API endpoint: GET /{network}/offerings

Javascript form that collects the user s preference for debt or equity and

13 SITE MAP > PROPERTY LISTINGS

14 SITE MAP > PROPERTY LISTINGS

15 PROPERTY LISTINGS IMPLEMENTATION Implement PlaDorm API endpoint: GET /{network}/offerings This endpoint returns a sorted, filtered, paginated list of all Offerings that have been Published by your company s admin team using the admin portal. Data model for Offering includes: name amount_raised raised_percent funding_goal external_commitments valuation equity_offered num_of_shares interest_rate term open_date close_date info ("type": "array ) file ("type": "array )

16 SITE MAP > PROPERTY OVERVIEW

17 SITE MAP > PROPERTY OVERVIEW

18 SITE MAP > PROPERTY OVERVIEW

19 SITE MAP > PROPERTY OVERVIEW

20 PROPERTY OVERVIEW IMPLEMENTATION Implement PlaDorm API endpoint: GET /{network}/offerings/{offering_id} This endpoint returns all the informacon available on the selected property Oﬀering. Data model for Oﬀering includes: num_of_shares name interest_rate amount_raised term raised_percent open_date funding_goal external_commitments close_date info ("type": "array ) valuation file ("type": "array ) equity_offered

Data model for Oﬀering includes: num_of_shares name interest_rate amount_raised term raised_percent

21 SITE MAP > SECONDARY MARKET

22 SITE MAP > SECONDARY MARKET

23 SECONDARY MARKET IMPLEMENTATION Implement PlaDorm API endpoint: GET /{network}/offerings/{offering_id} Filter by Offerings where : is_secondary_offering == TRUE By using the following format in the request body: { } "field_name": { "operator": "<=", "value": "string" }

24 SITE MAP > MY PROFILE

25 SITE MAP > MY PROFILE

26 SITE MAP > MY PROFILE

27 MY PROFILE IMPLEMENTATION Implement PlaDorm API endpoints: GET /{network}/self PATCH /{network}/self POST /{network}/self/changepassword GET /{network}/self/documents POST /{network}/self/documents Data model for Self includes: addresses honorific_prefix bank_accounts given_name info family_name referral_code honorific_suffix affiliate_code biography etc image location nationality

28 SITE MAP > MY INVESTMENTS

29 SITE MAP > MY INVESTMENTS

30 MY INVESTMENTS IMPLEMENTATION Implement PlaDorm API endpoints: GET /{network}/self/investments GET /{network}/self/payouts Data model for Investment includes: offering_id investment_amount life_cycle_stage (0 = Open, 1 = Rejected, 2 = Approved, 3 = Withdrawn, 4 = Settled) info ("type": "array ) Data model for Payout includes: investment_id due_date payout_amount payout_type (Dividend, Repayment, etc)

31 REAL ESTATE PLATFORM SITE MAP Home Page Property Listings Property Overview Secondary Market Listings My Profile My Investments

32 API DOCUMENTATION

33 FURTHER RESOURCES Crowd Valley website Details of third-party services and API documentation at Regulatory research and materials organized by country Free developer sandbox access Certified Partner community Webinar recordings at Next Webinar Wednesday 9th December Building a Title III Platform Specific examples of using the API for US-based Title III equity crowdfunding platforms Mainly focused on developers FundingThemesHub Front-end templates for online securities, crowdfunding, P2P lending, real estate and stock trading platforms All compatible with the Crowd Valley back-end and supported by certified partners

34 Building Real Estate Platforms with the Crowd Valley API 11 th November 2015 Paul Higgins co-founder & CTO

Introduction to building online finance marketplaces with the Crowd Valley API. 7 th October 2015. Paul Higgins co-founder & CTO paul@crowdvalley.

Introduction to building online finance marketplaces with the Crowd Valley API 7 th October 2015 Paul Higgins co-founder & CTO [email protected] AGENDA About this webinar About Crowd Valley Introduction