Upload files to All Files or Deal Resources first, then decide what belongs in each external room.
Deal files remain visible to the Deal Team until someone intentionally adds them to a Vault.
A file can live in All Files, attach to one or more Deals, and later be shared without re-uploading it.
Use separate Vaults for the Deal Room, private lender requests, strategy-specific packages, and closing handoffs.
Each Vault can have its own files, folders, invite list, and access settings.
Adding a file to one Vault does not add it to every other Vault on the deal.
Send borrower-ready requests from Checklist, ingest replies or uploads, and track every file against the task it satisfies.
Attachments sent by email are pulled into the Vault, classified, and matched where possible.
Each task keeps request emails, replies, matched files, reminders, comments, and status changes in one activity log.
Resources uploaded to a Deal remain Deal Team-only until they are added to a Vault.
Different lenders, borrower groups, counsel, and closing parties can each receive their own files and folder structure.
Checklist requests, email replies, guest uploads, AI classification, task matching, and follow-ups stay connected.
