Join the investor's exchange room as the professional team.
Today's release gives professionals shared access to investor-led exchange rooms so you can review documents, timelines, and room activity in the same record. Deeper standalone professional workspace surfaces are staged for later release.
Public resources for professional evaluation.
Use the help and pricing surfaces to understand the current release, then move into onboarding when you are ready to join investor rooms as a collaborator.
Help Center
FAQ and product guidance for the exchange workflow.
Pricing
Capacity and plan structure for investors and professional teams.
Success Stories
Examples of exchange workflows supported in the product.
Security Practices
Understand how data access, document handling, and support expectations are framed today.
Built for the full professional team around the investor.
Coordinate escrow, track timelines, and stay inside the same exchange workspace as the investor and the rest of the team.
Track property and seller opportunities, source replacements, and stay aligned with the live exchange timeline.
Review basis continuity, deferred gain, and tax reporting from the same source of truth used in the exchange room.
Work closings, financing, and legal review in a shared operational workspace without losing role-specific context.
How it works
Get into the shared room quickly, then expand into deeper role tooling as more professional surfaces ship.
Set up collaborator access
Create your profile, define your professional role, and get ready to join investor-led rooms.
Join the investor room
Accept the invite or connect to the shared exchange record where the active transaction work lives today.
Operate inside the shared exchange room
Work documents, deadlines, room history, and role-specific views on the same exchange record as the investor.
Start free. Collaborate today. Add capacity later.
Start with collaborator access inside investor rooms, then expand into more advanced professional workspace, sourcing, visibility, and lead-generation tools when they are promoted into release.
Start with collaborator access now. Grow into a fuller professional workspace later.
QIs, CPAs, attorneys, agents, lenders, and title teams all belong in the same exchange operating system. Today that means shared room access around the investor. Deeper role-specific workspace flows are still being staged.