Document Vault
Secure storage for all transaction documents.
What it is
The centralized and secure repository for every document, form, and file connected to your deals provides a single, reliable home for all critical information.
Document Vault removes the need for scattered shared drives, endless email attachments, and cumbersome physical folders. Instead, it creates one controlled and organized location where every authorized party can access the documents they need.
With everything stored in one place, document management becomes clear and streamlined. Every action is backed by a complete audit history, ensuring accountability and making it easy to see when a file was added, modified, or accessed.
What it is
What it Improves
Security
Eliminates insecure sharing channels like email attachments.
Organization
No more hunting for files across multiple locations.
Collaboration
All parties work from the same, current documents.
Compliance
Clear, immutable history of document activity
Key Capabilities
- Store all deal-related documents in one location.
- Organize by deal, category, or custom folder structure.
- Automatic version tracking for each file.
- Roll back or compare versions when needed.
- Share individual documents or folders with specific parties.
- Granular access control (view, download, edit, remove).
- Create documents, forms, and templated emails directly from the platform.
- Deliver securely to authorized partners with full logging.
- Attach documents to templated messages with CC/BCC options.
- Track when a document was sent, opened, or downloaded.
- Upload, email, or fax documents directly into the vault.
- System auto-scans and extracts key deal data where applicable.
How it Works
typical flow
1
Upload
Upload or send documents into the vault (file upload, email-in, fax-in).
2
Organize
Organize files by folders, tags, or deal phase.
3
Share
Set share permissions for internal or external parties.
4
Track
Track version history and manage updates.
5
Deliver
Deliver documents with templated emails for instant distribution.
6
Maintain
Maintain full audit trail for compliance and dispute resolution.
Security Controls
- Role-based permissions to restrict access by user role and deal involvement.
- Encryption at rest and in transit.
- Full audit logs of document views, downloads, edits, and deletions.
- Configurable retention and archival rules for compliance.
Who Will Use This Most
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DealTrack: Where selling your home feels simple, connected, and in control.
