Case Study 03
RP Advisors Group (Recreational Property Advisors, a Cushman & Wakefield affiliate) brokers off-market commercial real estate. Sensitive financials were being shared over email with no control and no audit trail. I built a gated deal room into their site — a confidentiality agreement, e-signature and document access, all in one automated flow with no third-party tools.
Offering memoranda and financials were being handed out over email with no gate, no way to confirm who agreed to confidentiality, and no record of who accessed what. Sensitive deals were exposed and impossible to audit.
A custom deal-access system: each listing hides its documents behind a confidentiality agreement, captures a legally-binding e-signature and buyer details, then unlocks a private document room automatically — with a branded confirmation email closing the loop.
Every deal now moves through one secure, auditable workflow the firm fully owns. Documents stay private until a CA is signed, access is granted instantly without manual admin, and no third-party e-sign subscription is needed.
The workflow
On every listing, the offering documents are blurred and sealed behind a single "Deal Room Access" gate. Buyers can find the opportunity, but no financials, memoranda or supporting files are visible until confidentiality is agreed.
Clicking the gate presents the full Confidentiality & Buyer Registration Agreement, populated with the specific property and address. The buyer reads the complete terms without leaving the page or printing anything.
The buyer agrees, registers their name, company, email and phone, then signs — either by typing their name or drawing a signature — dates it, and clears a math captcha. One submit records a legally-binding, attributable agreement.
The moment the agreement is signed, the buyer sees a success confirmation and is redirected straight into the unlocked deal room. Access is granted automatically — no waiting on an admin to approve or email files back.
Behind the gate sits a full document library: offering memoranda, financials, management summaries and occupancy reports. Buyers switch between grid and list views, sort, multi-select and bulk-download exactly what they need.
Signing triggers a branded "Deal Room Access Confirmed" email recording the property and the date the agreement was signed. Both the buyer and the firm get a clean, timestamped record of every granted access.
Need sensitive documents shared the secure way?
