How to Share a Property

Sharing lets you send any property as a curated view of the deal. You choose the documents, the underwriting scenario, and who gets access.

To create a Share:

Open the property and click Share.
Select documents. Use the document picker to choose which files are included. Doc tags help you find files faster.
Select the underwrite. Choose which underwriting scenario the recipient will see.
Pin "What's included." Add a short summary so recipients know what they're looking at.
Preview as recipient. Click View as recipient to see exactly what they'll see.
Send. Choose your link type: open link, request link, or invite specific email addresses. A readiness check confirms everything is in place before it goes out.

Recipients see only what you include. Nothing else in your account is visible.

You can close, reopen, or replace the link at any time.

Sharing is included on every plan.

Build and send your first Share in a couple minutes.