Document Repository
Financials, leases, due diligence, and operating reports stored, versioned, and shared with bank-level controls.
Capabilities
- Secure data room — Encrypted storage for confidential investment and operating documents.
- Organized structure — Categorized financials, leases, and diligence — searchable by entity and period.
- Smart search — Find any document instantly with AI-assisted search and filters.
- Access controls — Granular permissions for team members, lenders, and external partners.
- Version control — Track revisions and maintain a complete audit trail on every file.
- Compliance-ready — Meet regulatory requirements with certified, evidence-grade storage.
How it works
- Connect the entities — Map properties, funds, and lender relationships into the room.
- Upload & classify — Documents auto-tagged by type, entity, and period.
- Invite reviewers — Grant read/write per role with time-bound access.
- Track activity — Every open, download, and edit captured for the audit.
Integration facts
- Module — Document Repository
- Tier — Tier 1 · Production
- Encryption — AES-256 at rest
- Access — Granular roles + audit log
https://seniorcre.com/features/document-repository