How do I use the Data Room?

On your listing in Marketing Center, there is a section titled “Secure Information” – this is where you can add files and folders to your data room, as well as provide a financials snapshot and major tenant information that will display on your listing.

There are four security setting options:

1. Public
2. Registration
3. Confidentiality Agreement
4. Approval Required

1. Public - any documents or data you post within the Secure Information section will display for any users on CoStar or LoopNet. This security option does not restrict access to any information, and does not generate leads.
2. Registration - potential investors reviewing your listing in CoStar and LoopNet would be required to provide their contact information to access any of the data posted in the secure information section. This contact information will be shared to you as a lead, specifically under the Secure Leads section.
3. Confidentiality Agreement - interested investors must execute an electronic confidentiality agreement to access any of the secure information.
4. Approval Required - this requires investors to share their contact information, execute a confidentiality agreement, and be approved by one of the listing contacts. There is an email workflow to handle the request/approval process, but approval can also be granted on the Secure Leads report.