As lenders engage with your deal, they'll need access to documents. Vault makes it easy to share files securely with tracking.
Ways to Share
- Vault link: Shareable data room link
- Direct attachment: Attach files to emails
- Deal room: Automatic access for added lenders
Creating a Vault Link
1
Go to Vault
From your deal, click the Vault tab.
2
Select Files to Share
Check the files you want to include: Offering Memorandum, rent roll, financial statements, property photos.
3
Create Vault Link
Click Create Vault Link.
4
Name Your Vault
Give it a descriptive name like "123 Main St - Full Diligence Package" or "Sunset Apartments - OM & Financials".
5
Set Access Level
Choose default permissions: View only (can view, not download), Download (can download files), or Full access (can download and see analytics).
6
Set Expiration (Optional)
Optionally set when the link expires: Never, 7 days, 30 days, or a custom date.
7
Copy Link
Copy the vault link to share via email or message.
Tracking Who Views
Track engagement in the Vault tab:
- Who viewed the vault
- Which files they opened
- How long they viewed
- What they downloaded
Tips
Create different vaults for different stages (teaser vs. full diligence). Monitor analytics to gauge lender interest. Update files in the vault—links stay the same.