NDA to offer, without the email chain.
Give buyers and clients a portal under your brand. They sign in the browser, financials unlock on their own, and every question lands on the deal — not in your inbox.
Time-stamped · filed on the deal
Bayfront Tech Center
Thursday · 10:00 AM
Deals don’t stall in negotiation. They stall in paperwork.
Between “send me the financials” and a signed LOI sits a chain of attachments, voicemails and print-scan round trips — and your client feels every seam.
An NDA goes out as an attachment and comes back days later — printed, signed, scanned crooked. Every round trip is dead time where a motivated buyer cools off.
Rent_Roll_v3_FINAL.pdf lives in nine inboxes. You can’t tell which version a buyer has, whether they’ve opened it, or where it’s been forwarded.
You send five listings and get back silence, one voicemail and a “call me.” Interest lives in your memory — invisible to your team and easy to drop.
Buyers serve themselves. You stay in the loop.
The portal walks every buyer through the same four steps — no calls to schedule, no PDFs to chase.
Everything a client does, without calling you.
Sellers, buyers and investors each see exactly what you’ve shared — nothing more.
NDAs, LOIs, listing agreements, PSAs — signed in the browser, time-stamped, and filed on the deal for both sides.
Photos, key numbers, maps and documents on every asset you share — a listing page that’s always current.
Rent rolls and T-12s stay locked until the buyer’s NDA is on file — unlocked per buyer, per property, automatically.
Curated recommendations with your note on each card. Buyers react inline, so interest sorts itself.
Every question starts a thread attached to the property or deal — searchable later, never lost in an inbox.
Clients drop financials and diligence items straight onto the record — end-to-end encrypted, no login required.
You see everything. They see exactly enough.
The portal runs on the same records as your CRM — there’s nothing to sync and no second system to babysit.
Financials unlocked automatically
“Axiom is our record of truth for interactions with clients on both sides of our market. It helps track our sales efforts and collaborate on projects to close more deals.”
Give every buyer a front door.
The client portal and e-signatures are included from day one. Start your 14-day trial — no credit card, no setup fees.
Start free trial