Confidential CRE Documents, Actually Kept Confidential
Stop emailing the rent roll and hoping. Prospects sign your NDA before anything opens, every protected PDF carries their name, and you can see exactly who downloaded what, then take access away the moment the deal moves on.
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Share the property. Control the details.
One home for the deal documents
Bring the property, marketing package and due diligence files into a dedicated Deal Room.
How it protects the deal
NDA before anything opens
A prospect signs your NDA — your wording, or your own uploaded PDF — before a single confidential file is reachable. The signed copy is kept with a record of who signed it and when.
PDFs watermarked per recipient
Every protected PDF download is personalised to the person who took it. If an offering memorandum turns up somewhere it should not be, the document itself says who had it.
You see who did what
Who signed, when they opened the room, which files they viewed, what they downloaded and how often. Interest is visible before anyone calls you.
Access that expires
Grants carry an expiry and can be revoked anytime. A previously issued link stops working — revocation is rechecked at download, not just at login.
Three ways in
Gate buyers behind an email, an e-signed NDA, or an NDA you approve before files unlock. You choose how tight each listing runs.
It feeds the CRM
Identified access requests, signatures, and gated downloads can create or update CRM activity with the property attached.
Where brokers use them
Investment sales
Teaser goes wide; the OM, rent roll and T-12 sit behind the NDA. You know which buyers actually opened the financials.
Business brokerage
Confidentiality is the whole product. Buyers sign the NDA before the CIM unlocks, and it only reaches people who signed.
Landlord representation
Share floor plans and lease abstracts with a shortlist, revoke access the moment a suite is taken.
Questions
- What is a CRE deal room?
- A deal room is a controlled space for the confidential documents behind a listing — offering memorandum, rent roll, T-12, leases, title and survey — where access is granted per person rather than by forwarding files over email.
- How is this different from a shared Dropbox or Drive folder?
- A shared folder cannot make someone sign an NDA first, watermark protected PDFs for each recipient, reliably expire or revoke access once a link is out, or tell you who opened what. A deal room does all four.
- Can I use my own NDA?
- Yes. Use your own wording, or upload your own NDA PDF. The signed document is kept with a record of who signed it and when.
- What does the watermark show?
- Protected PDF downloads are personalised to the recipient, so a leaked PDF identifies the person who took it. Spreadsheet, document, image and ZIP downloads remain access-controlled and fully logged, but are not stamped.
- Can I take access away?
- Yes. Grants expire on a schedule you set and can be revoked at any time. Access is rechecked when a file is downloaded, so an old link stops working rather than quietly continuing to serve.
- Do signers end up in my CRM?
- Automatically. Signing an NDA or downloading a file creates or updates the contact, attaches the property and creates the deal. Nothing to retype.
Related resources
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