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Sharing documents with Investors

Challenge

Providing Investors with Secure, 24/7 Access to Important Documents and Reports

Real estate companies have investors who require access to specific documents, but it can be challenging to share these documents securely and ensure that each investor only has access to their own information. Sharing documents through email or OneDrive is time-consuming and difficult to track, with limited options for document versioning and sharing history.

case-problem-sharing-docs
case-problem-sharing-docs

Solution Provided by Titan Workspace

Titan Workspace enables real estate companies to set up and extend a dedicated Guest Portal to external users, such as investors or stakeholders. Internal users can share documents securely and control access to ensure that each investor only has access to the relevant documents. Administrators can also set up various levels of permissions, ensuring that only authorized personnel can access and make changes to important documents.

Investors can even e-sign documents through the Guest Portal and be part of an approval process requiring their consent. They do not require an Office365 license and the Guest Portal can be branded to maintain the company's branding.

Titan Workspace offers a dedicated mobile app for guest users, available for both Android and iOS, allowing them to access their documents and content securely from their mobile devices.

Benefits

Secure Document Sharing

Secure Document Sharing

The solution allows real estate companies to share important documents with investors in a secure and controlled manner, ensuring that each investor only has access to the relevant documents.

Easy Document Access

Easy Document Access

Investors can access the documents through a dedicated Guest Portal, which is available 24/7, and can easily find the documents they need without searching through emails or OneDrive.

Document Versioning

Document Versioning

The solution provides options for document versioning, making it easier for investors to access the latest versions of the documents.

Sharing History

Sharing History

The system provides a consolidated view of the shared documents, making it easier to track the sharing history.

Permission Control

Permission Control

Administrators can set up various levels of permissions for guests, ensuring that only authorized personnel can access and make changes to important documents.

E-Signatures

E-Signatures

Investors can e-sign the documents through the Guest Portal, streamlining the approval process and reducing the time required to finalize important agreements.

Mobile Access

Mobile Access

The solution offers a dedicated mobile app for guest users, allowing them to access their documents and content securely from their mobile devices.

Branded Experience

Branded Experience

The Guest Portal can be branded to maintain the company's branding, creating a consistent experience for investors.

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