Secure data room

Share the financials. Keep control of who sees them.

Every business listing in MantisProperty has its own secure data room. Decide which buyers get in, which documents each one sees and whether they can download them, then see exactly who opened what and when.

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A locked safe, representing the secure data room for each business listing

Included in MantisProperty Sales ($245 a month inc GST, or $2,695 a year) with a master user plus 10 additional users and a free 14 day trial.

The right documents for each buyer

Share the initial information with everyone who signs a CA, and the sensitive documents only with qualified buyers.

Put each document at level 1, such as the IM, or level 2, such as the financials
Move a qualified buyer to level 2 when they are ready to see more
Show a single document to one buyer, or hide one from them, without changing anyone else's access
Give access automatically once a CA is signed, or add any buyer from your contacts

View only, with the buyer's name on every page

Choose whether buyers can download documents at all.

Let buyers view documents in their browser instead of downloading them, with right-click, saving and printing blocked
Every page shows the buyer's name, email and the time, so a screenshot or photo can be traced back to them
Or allow downloads as a PDF stamped with the buyer's name on every page and locked against copying and editing
Word, Excel and PowerPoint files are turned into PDFs automatically so they can be viewed the same way
Make any single document view only, whatever the rest of the room allows

Know who opened what

Every visit to the data room is recorded.

See when each buyer opened the data room, which documents they viewed or downloaded and which pages they read
Incorrect codes and passwords are recorded too, and repeated attempts are locked out
Export the activity for a listing or a single buyer

Access you control

Access is personal to each buyer and can be taken away at any time.

Buyers sign in with their own access code, a password, a one-time code emailed to them, or a password and an emailed code
Set access to end after a number of days, for all your listings or just one, and extend it for a buyer with one click
Remove a buyer's access instantly, even while they have the data room open
Document links emailed to a buyer are personal to them and stop working when their access ends
The data room closes automatically once the business goes under offer or contract, is sold or is archived

Faster, safer deals

With the CA signed and the documents ready in the data room, serious buyers get what they need straight away and you spend less time emailing attachments and chasing paperwork. Pair it with automated confidentiality agreements and the whole step can run without you.

Pricing

Included in MantisProperty Sales

Prices in AUD inc GST. A master user plus 10 additional users, $0 setup and no lock-in contract.

EVERYTHING INCLUDEDMantisProperty Sales$245 /monthEverything a business broker needs: business listings to the portals, CAs and data rooms, proposals, offers, contracts, trust accounting and the Mantis Sales app. A master user plus 10 additional users included.Start free trial

See pricing and extra users

Questions

Common questions

Can buyers download or print the documents?

Only if you let them. You can let buyers download the original files, download a PDF stamped with their name on every page, or only view documents in their browser with their name across every page and printing blocked.

Can I see which documents a buyer has looked at?

Yes. The data room records when each buyer opened it, every document they viewed or downloaded and the pages they read, and you can export it.

Can I remove a buyer's access to the data room?

Yes. You can remove a buyer's access at any time, even after they have signed a confidentiality agreement, and it takes effect straight away.

Keep exploring

Confidentiality agreements Business listings Digital offers Contracts and settlement

Try it free for 14 days, with the Mantis Sales app.

No credit card. No setup fee. Book a free Zoom walkthrough once you're in.

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