How Virtual Deal Rooms Work
Give investors, buyers and their brokers the ability to agree to confidential document access without having to print, scan and send CA agreements.
03/26/2020
Below are the steps investors, buyers and brokers use, what information is captured and how you can build your CRM database of potential investors...
Step 1: An investor, buyer or their broker visit the property web page and click the "Offering Document Access" button and then click "Request Access".
Step 2: The user is taken to an Electronic CA/NDA Access agreement and form to fill in required fields. Once the required information is entered and selected, the user clicks the "Submit Agreement" button.
Step 3: Once submitted, the Agent/Broker(s) associated with the property receive a "Confidentiality Agreement Notification" email that includes a link to allow access.
Step 4: The Agent/Broker logs into the Admin, they can check the "APPROVED" checkbox to allow access.
Step 5: Once the user is 'Approved', they will receive an access email with a link to the page where they can log in and access the confidential documents.
Step 6: From the property page, the user clicks the "Offering Document Access" button, enters their email and password and then clicks the "Sign-in & View Docs" button.
Step 7: Once signed-in, the documents display and the user can click to view.
Step 8: Contact information and document views captured....
