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:
- 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.
- Bulk download documents
- Allows your clients to select multiple files and documents, and the system will automatically convert them to a zip file.
- 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.
- Accept online Confidentiality Agreement
- Ability to easily read and accept your confidentiality agreement online, with an option to download a PDF version.