Yielda Sourcer

Getting started

Set up your sourcing workspace, complete onboarding, and start building your first deal pipeline.

1. Create a Sourcer account

1
Go to the registration page
Visit /register. Select Yielda Sourcer as your product type. Enter your full name, email, company name, and a password of at least 8 characters.
2
Accept terms and privacy
Tick the terms and privacy checkbox to complete registration.
3
Sign in
You will be redirected to /login. Sign in with your credentials.

ℹ️ Info: Each Sourcer account gets its own workspace. A workspace is your agency's environment — it contains your deals, clients, branding, and team members. Everything is workspace-scoped and isolated from other agencies.

2. Complete Sourcer onboarding

After your first login you are taken through an onboarding questionnaire tailored for deal sourcers.

1
Business model
Select your sourcing model — below-market value (BMV), deal packaging, rent-to-rent, or mixed. Used to personalise investor demand data.
2
Source areas
Enter the postcodes or regions you source deals in. Used to build local demand intelligence and area benchmarks relevant to your pipeline.
3
Typical deal value
Enter your typical deal purchase price range. Helps calibrate the investor demand matching.
4
Target investor profile
Describe your typical investor — BTL, HMO, hands-off, etc. Used to surface relevant investor demand signals.

💡 Tip: Complete onboarding fully — the investor demand insights feature relies on your source areas and target investor profile to generate useful signals.

3. Your Sourcer dashboard

After onboarding you land on the Sourcer dashboard. It shows:

Recent deals — latest sourced properties in your workspace
Active share links — live investor-facing links you have generated
Clients — total client CRM records
Deal packs — total branded deal packs created
Public teaser views — how many times investors have viewed your teaser pages
Leads captured — investors who have submitted the lead form
Share views — total deal pack views
Reservation requests — investors who have requested to reserve
Address reveal requests — investors who have requested the full address

The dashboard also shows a Deal pipeline breakdown by stage.

4. Set up your workspace branding

Before sharing deals with investors, set up your workspace branding so deal packs carry your company identity.

1
Go to Branding settings
Navigate to Settings → Branding.
2
Upload your logo
Upload a PNG or SVG logo. This appears on all deal packs and share pages.
3
Set brand colours
Choose a primary and secondary colour. These are used as accents on your branded investor-facing pages.
4
Enter company details
Company name, trading name, contact email, and your default deal pack disclaimer text.

ℹ️ Info: White-label branding (removing Yielda branding from investor-facing pages) requires Sourcer Pro or Agency. See Sourcer Pricing.

5. Choose a plan

You start on a free Starter plan with limited deal packs, share links, and clients. See the full comparison at Sourcer Pricing.

Key plan thresholds:

Starter — limited deal packs per month, share links, and clients
Sourcer Pro — higher limits + white-label branding + demand insights
Sourcer Agency — highest limits + custom domain + team members

Next steps

Deals & pipeline — create your first deal and track it through stages
Deal packs — build a branded investor pack
Sharing & lead capture — generate share links and capture investor leads
Client CRM — add clients and match them to deals