We don’t charge you hundreds or thousands for a document library that costs only a few dollars per deal to operate.
Every client portal includes a secure data room by default. There is nothing to set up, nothing to configure, and no separate system to manage.
Documents are organized around the deal, not scattered across inboxes, shared drives, or third-party tools. Brokers determine what materials belong in the data room, how they are organized, and when documents are added or updated as the deal progresses.
Brokers control document versions and permissions directly, deciding who has access at each stage and ensuring sensitive information is shared intentionally and on their terms. Nothing is visible to buyers unless the broker approves it.
Buyers and clients submit requested documents directly into the platform, allowing brokers to collect information without chasing email attachments. Submitted materials are reviewed and placed into the data room by the broker, maintaining full control over what becomes part of the official deal record.
All documents are encrypted at rest and in transit. That level of security is built in, not billed as a premium feature.
Data rooms are included as part of the platform because they are essential to how brokers actually run deals, not because they should generate a separate invoice.
