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Benefits of the Document Portal for Your Clients

The Document Portal provides you with a cloud-based solution, so you can easily store and share relevant documents with your clients. It serves as a central online repository to make access to documents quicker and more convenient for different purposes:

  • Tenant portal (tenant handbooks, emergency procedures, event photos, etc.)
  • Deal room (due diligence documents, financials, etc.)
  • Team portal (marketing intelligence, tenant requirements, reports, etc.)

Here are the key benefits for your clients:

  1. Online access from any device
    • Your clients can conveniently access the document portal from any platform or device including mobile, tablet, and all desktop computers at any time.
  1. Bulk download documents
    • Allows your clients to select multiple files and documents, and the system will automatically convert them to a zip file.
  1. Global view of all properties
    • Single login to view and navigate the Document Portals of multiple deals you have given access to with a single click.
  1. Accept online Confidentiality Agreement
    • Ability to easily read and accept your confidentiality agreement online, with an option to download a PDF version.

 

 

Updated on 05/17/2024
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