Practical guides for running a deal
No dates, no fluff. Reference material on sending documents, running a raise, and keeping control of what you share.
Sending & Sharing
How to share listing documents with buyers securely
Email attachments bounce, WeTransfer expires, and Dropbox links get forwarded. Here's how to keep control and see who read them.
How to send large real estate files to clients
Email caps out around 25 MB, which won't carry a survey or a video tour. What actually works for large property files.
How to send a disclosure package to buyers
A disclosure package needs to arrive complete, in order, and provably delivered. Here’s how to show exactly who received and opened what.
Investor & Capital Raising
How to send an offering memorandum to investors
Emailing an OM as a PDF tells you nothing about how it landed. Here’s how to see which investors are actually engaged.
Setting up an investor data room for a syndication
A syndication has three document tiers and three audiences. How to structure the room so each one sees the right slice.
LP reporting after the raise closes
Raising is the easy part. What LPs expect once the money is in, how often, and why it shapes your next raise.
Control & Security
How to stop your documents being forwarded
You can't technically stop a forward. What actually works: watermarking, gating, revocable access, and logs.
How to watermark a PDF with the viewer's name
Static watermarks deter nothing. How dynamic watermarking works, when it’s worth it, and the setup mistake.
How to require an NDA before someone views a file
Emailing an NDA and waiting for a signed PDF back costs days. How to gate access so the agreement is captured up front.
Informational
Real estate due diligence package checklist
What buyers, lenders and investors actually ask for during diligence, and the items most commonly missed on the first request.
Mortgage document checklist: what lenders ask for
What lenders ask for on a residential mortgage, for salaried and self-employed borrowers, and what most often holds a file up.
What is a pre-construction worksheet?
What a buyer submits, how units are allocated, what the agent needs to manage, and where worksheets go wrong.
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