Deal Vault is IntellCRE's secure deal room solution, built directly into your Listing Websites and Property Websites. It allows you to distribute deal documents, manage NDAs and access requests, capture prospect information, and track buyer engagement—all from within a single platform.
With Deal Vault, prospects can discover your listing, request access to documents, complete any required NDA workflows, and access deal materials without ever leaving the deal website.
How Deal Vault Works
1. Upload Deal Documents
Navigate to the property's Deal Vault and upload the files you want to make available to prospects.
Common examples include:
Offering Memorandums
Rent Rolls
Cash Flow Models
Due Diligence Documents
Property Photos
Marketing Materials
2. Choose Visibility
For each document, select where they appear:
Listing Website
Property Website
Both
This determines where prospects can discover and request access to the file.
3. Set Accessibility
Each document can have its own access settings, allowing you to control exactly how prospects gain access.
Access Type | Description |
Free | File is immediately available to view or download. |
Email Required | Prospect must provide contact information before access is granted. |
NDA Auto Access | Prospect signs an NDA and receives instant access. |
NDA Waiting Room | Prospect signs an NDA and submits an approval request. A broker is notified automatically and then must approve access before the file is unlocked. The prospect is notified when they can view the document. |
Unlike many traditional deal room solutions, Deal Vault allows permissions to be managed at the individual document level. This flexibility allows you to apply different levels of security to different documents within the same deal, based on the sensitivity of each file.
Engagement Tracking & Analytics
Deal Vault doesn't just distribute documents—it provides visibility into buyer activity.
Track:
Who requested access
Which documents were viewed
Which documents were downloaded
Time spent reviewing files
Individual prospect engagement
Most-viewed deal materials
These insights help identify active buyers and provide valuable intelligence throughout the marketing process.
Lead Capture & Reporting
Every document interaction can become a lead-generation opportunity.
Deal Vault automatically helps you:
Capture prospect information
Track NDA submissions
Monitor document requests
Build a database of interested buyers
Export lead and engagement data
Need Help?
Our team can assist with custom NDA workflows, access settings, and Deal Vault best practices. Contact [email protected] if you'd like help configuring Deal Vault for your next listing.