Deal Workspace - Pro

Every document, organized and shareable.

Organize the full document set once and share it as one set - lenders open a structured hub instead of hunting through a zip file.

Get StartedBook a Demo

On the Pro plan.

Document HubInteractive prototype
What it is

One set, shared once.

Ask AI pulls the key facts from any document - loan, rate, term, LTV, DSCR - so nobody has to read the whole thing.

Structured, not a zip

Organize the full set into folders lenders can actually navigate.

Ask AI for key facts

Pull loan, rate, term, LTV, and DSCR from any document - no reading required.

See what was opened

Share the whole set with one link and see what's been viewed, by whom.

How it works

1

Organize the full set

Drop in the whole document set and organize it into folders lenders can navigate - not a loose zip.

Structured foldersFull set in one placeNot a zip
2

Ask AI for the key facts

Open any document and Ask AI pulls loan, rate, term, LTV and DSCR - no reading required.

Loan / Rate / TermLTV / DSCRNo reading required
3

Share once, see what's opened

Send the whole hub as one link and track what's been viewed, by which lender.

One linkWhole setViewed by lender
1

Organize the full set

Drop in the whole document set and organize it into folders lenders can navigate - not a loose zip.

Structured foldersFull set in one placeNot a zip
2

Ask AI for the key facts

Open any document and Ask AI pulls loan, rate, term, LTV and DSCR - no reading required.

Loan / Rate / TermLTV / DSCRNo reading required
3

Share once, see what's opened

Send the whole hub as one link and track what's been viewed, by which lender.

One linkWhole setViewed by lender
Answers

Document Hub questions

Lenders open a structured, navigable hub instead of hunting through a folder of files - and you can see what they actually looked at.

It extracts the key facts from a document - loan amount, rate, term, LTV, DSCR - so the important numbers are there without reading the whole thing.

Yes. Share the whole set with one link and track what's been viewed and by whom.

The Document Hub is included on the Pro plan.