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Pillar 02 · Property & Relationships

One record per asset. Every relationship attached.

The property record, the client CRM and permissioned document rooms.

Property & Relationships screen (stylized mockup, sample data)
Sample data · stylized product mockup
01

Property record

The canonical asset page: parties, deals, documents, underwriting and operations all hang off one property.

02

Property parties

Owners, sellers, buyers, lenders and vendors linked to the asset with their role, so context travels with the property.

03

Clients CRM

Owners, sponsors, LPs, lenders and buyers with relationship history, linked deals and open tasks.

04

Document rooms

Permissioned rooms per property or deal for the OM, rent roll, estoppels and loan documents.

05

Access grants and revocation

Grant a file to a buyer group or lender, revoke it in one click, and see every view and download in the access log.

Rooms with an access log

See who opened what, and when.

Document room with access log (stylized mockup, sample data)
Sample data · stylized product mockup

Next pillar: Deals & Brokerage →