Sensitive files, shared on your terms.
A controlled place for the sensitive material - with access that follows the deal, not a shared drive. Open a read-only deal room for an appraiser or attorney with no login.
On the Pro plan.
Access that follows the deal.
Third parties never see borrower contacts, other lenders' quotes, or your notes - only what you choose to share.
Read-only deal rooms
Share with an appraiser, attorney, or inspector - no login required.
You pick what they see
Choose exactly which documents and details each party can open.
Expire and revoke
Set expirations, revoke access anytime, and see who opened what.
Document Vault questions
Yes. Open a read-only deal room for an appraiser, inspector, or attorney - they open a link, no account needed.
Yes. Pick exactly which documents and details each party sees, set an expiration, and revoke access at any time.
Third parties never see borrower contacts, other lenders' quotes, or your notes - only what you choose to share.
The Document Vault is included on the Pro plan.
Share sensitive files, safely
Open a read-only deal room in seconds - you control every detail.
I am aBasic plan, $0. No credit card, no commissions.