Collaborating with Deal Team Partners

Bringing your deal team together takes just a few steps. Go to Partnerships in your location or project, click 'Invite Partner', enter their email address, and select their role and permissions. They'll receive an invitation to join.

Control what each partner can see and do with four permission levels. View Only partners can see assigned information but not edit it. Contributors can add notes, documents, and updates. Editors have full editing capabilities on assigned items. Admins can manage other users and settings.

Organize partners by their role in the deal: internal team members, external brokers, legal counsel, contractors and vendors, and property owners or landlords.

All partner interactions are logged and searchable. Never lose track of who said what or when decisions were made.