You should be able to house, organize, and share documents like brochures, financial information, and offering memorandums (OMs) in one central location. If that location can also help you generate leads and automatically trigger confidentiality agreements (CAs), that’s even better.
That’s why we developed our document sharing feature and designed it to meet the specific needs of the CRE industry.
With Buildout’s document sharing feature, you can share information with buyers, investors, principals, and other brokers, capture their contact information, and require signatures on electronic CAs directly on Buildout’s property websites.
In your Buildout account, you can organize your documents and easily move them around based on their necessary privacy. With different security settings for each folder, you can choose who can and cannot access property-related documents.
Buildout’s document sharing feature is most useful for brokers and marketers when acquiring and qualifying leads. When your team uses document sharing, they can choose to give users immediate access to documents or require them to enter a waitlist before accessing. Through waitlist access, brokers or marketers can review verified individuals who have requested to view a document before granting them access.
Users can sign electronic CAs that are specific to their roles when they access documents through Buildout’s document sharing feature. If someone is a principal or buyer, they’ll receive a CA that is different from a broker’s.
Then, brokers and marketers can view all activity for their properties’ documents, like whether a user completed a CA, which documents users downloaded and how many times they downloaded them. With easier access to this information, your team can get a sense of which property leads are the hottest, build profiles for those leads and close deals even faster.
Buildout created its document sharing feature with the needs of CRE industry-specific lead generation in mind. Unlike other document sharing tools, Buildout integrates with your property websites and tracks all prospect activity.
Customizing user-specific access to documents directly on a property’s website helps you get materials into only the right hands and focus your attention on only the most qualified.
When users access documents, brokers can approve who receives access and require individual CAs for other brokers, or principals and investors. And when brokers can see which users downloaded more documents or downloaded a specific document multiple times, that helps them even further qualify their leads.
Sharing documents with buyers, investors and other brokers and capturing leads is easy with Buildout.
Are you ready to share documents with buyers, investors, owners and other brokers much more efficiently? Contact our team to set up a Buildout demo.
