Deal Rooms

What a Deal Room is

Your public OM is for everyone; the Deal Room is for qualified prospects. It sits behind your listing’s access gate: unless you keep it open, a visitor has to identify themselves — at minimum an email, or a full signed NDA — before they can open the full OM or any confidential file. Find your rooms under Deal Rooms in the left sidebar; each card shows the property, who’s signed, and any requests awaiting approval.

Create a room

Click New deal room and pick one of your completed listings. A short guided setup walks you through the essentials — access level, the NDA, and adding files — the same step-by-step style as the OM builder, so no technical setup is required. The room shares a single visitor link you can drop into an email or on the listing page.

1. 1New deal room — Create a room from any completed listing
2. 2Room card — Cover, access badge, signer count, and pending requests
3. 3Copy visitor link — One link that gates everything behind your access rules

Access levels

Access is one setting that governs the OM and the room’s files — “download” and “access” are the same thing here, expressed as a level:

You can also flip a per-listing Require NDA switch so the public listing page hides the OM and downloads behind the NDA flow.

Confidential files

Upload the documents you’d never put on a public OM — rent rolls, T-12s, leases, environmental reports. PDF, Excel, Word, CSV, and images are supported. Each download is logged against the signer, and PDFs are watermarked (below). Non-PDF files download unchanged.

1. 1Upload — Drop in rent rolls, financials, leases
2. 2Per-file access log — Who downloaded what, and when

The NDA

Two options, set in Room settings. Standard text NDA — a clean click-and-sign agreement we provide (you can override the text). Or upload your own NDA PDF — visitors review it in an inline viewer and sign. Signing is a real ceremony: email-verified identity, a drawn or typed signature, ESIGN/UETA consent, and IP/timestamp capture. A signed copy — the NDA plus a signature certificate page — is emailed to both parties and downloadable by you.

Watermarking

Every gated PDF — the OM and any room PDF — is stamped with the recipient’s identity: a faint diagonal watermark of their email across each page, plus a forensic footer reading “CONFIDENTIAL — issued to Name (email) · timestamp · ref XXXXXXXX.” If a page ever leaks, you can read that short trace ref and match it to the exact signer on your signers list.

It’s on by default. In Room settings you can choose the intensity — Standard (clearly visible over white financial pages) or Subtle (faint) — or turn it off per room. Non-PDF files are never altered.

1. 1Diagonal watermark — The recipient’s email tiled across the page
2. 2Forensic footer — Name, email, timestamp, and the trace ref
3. 3Intensity toggle — Standard (visible) or Subtle, per room

Signers & tracking

The signers table is your engagement log: who signed (or requested access), their verified email, view and download counts, when access expires, and each signer’s watermark trace ref. You can approve or decline pending requests, revoke access at any time, and download a signer’s signed NDA. Every signer is also a Contact in your CRM, with the NDA and each download on their timeline — and it feeds their lead score.

Room settings

Everything is in one always-visible panel: the access gate, room status (Active / Archived to block visitors), how long an approved unlock link lasts, email-me-on-NDA-sign and on-download notifications, the watermark toggle and intensity, and your NDA choice. Archiving a room instantly blocks new visitors without deleting anything.