Data Room & Document Vault
Store, coordinate, and organize closing packages, title files, and lender packages safely.
Data Room & Document Vault
The Data Room is a secure repository for all files, purchase agreements, appraisals, entity documents, and closing packages associated with your portfolio.
Key Features
- Document Folders: Structurally grouped folders for LOIs, Due Diligence, Financing, and Entity records.
- Drag-and-Drop Upload: Simply drag files into the luminous glass upload zone to safely store them.
- Secure Access Sharing: Grant granular folder-level permissions for CPAs, lenders, or team members.