How to Create & Invite Sellers to Your DealBuilder Data Room

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Written Instructions

1. Introduction to the Data Room Feature
   • Excitement about the new feature being released to brokers.
   • Quick tutorial to understand how the tool works.
   • Additional in-depth demos available in the resource center.
2. Starting a Project in Deal Builder
   • Initiate a project with the start button.
   • Utilize the auto-generate SAM option.
   • Customize the intake questionnaire and data room template.
3. Customizing the Data Room Template
   • Choose from various templates based on business type.
   • Lock or unlock access to folders and files for buyers.
4. Building Folder and File Requests
   • Create folder structures with specific file requests.
   • Add new file requests with descriptions for clients to complete.
5. Completing the Data Room Setup
   • Save the customized template.
   • Begin the project by guiding clients through the intake questionnaire and data room setup.
6. Inviting Clients and Sharing Data Room
   • Share the project with clients through unique onboarding links.
   • Clients can view and complete the data room checklist and upload necessary documents.
7. Seller's and Buyer's Perspectives
   • Seller's view: Clients can pre-populate the data room for a more prepared sale.
   • Buyer's view: Access the digital SIM with integrated data room for a comprehensive overview.
8. Controlling Permissions and Access
   • Control individual user permissions within the data room.
   • Customize access to specific folders and files based on buyer roles.
9. Conclusion and Support
   • Encouragement to reach out to support for any questions or assistance.
   • Access support through the app or via email support@dealbuilder.co

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