Most people create a Basefund account after being invited to a closing or transaction. Your invitation connects your account to the organization and transaction you were asked to join.
If your organization wants to begin using Basefund as a customer, contact the Basefund team for onboarding.
Create an account from an invitation
Open the invitation email from Basefund.
Select the link to join or view the closing or transaction.
Continue using the same individual work email that received the invitation.
Follow the secure on-screen instructions to create your account or sign in.
Create or use the authentication method shown by Basefund, such as a passkey.
Accept access to the closing or transaction when prompted.
After you join, Basefund displays the transaction and any actions assigned to you.
If you already have a Basefund account
Open the invitation and sign in with the individual work email associated with your existing account. Basefund will connect the new transaction access to that account.
Do not create a second account with a different email address. If the invitation was sent to the wrong address, ask the Coordinator or Co-Coordinator to update the contact and send a new invitation.
Use an individual work email
Use an individual work email for anyone who needs to sign in, verify their identity, approve an account, sign a disbursement, or complete another action.
A shared mailbox may receive transaction notifications, but it cannot sign in or complete identity verification. Sign up with your individual work email to verify. Manage the shared mailbox in your account settings.
See Using a Shared Mailbox in Basefund for more information.
If your organization wants to use Basefund
Organizations interested in Secure Closings or Secure Transactions can contact the Basefund team to discuss access, pricing, and onboarding.
Need help?
If your invitation cannot be used, you cannot access the email address that was invited, or the sign-in process does not recognize your account, see Troubleshooting Sign-In or contact Basefund Support.