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Stand Up a Vault Deal Room in Minutes

RealNex Vault is the CRE-native deal room: NDA gating, identity watermarks, and engagement scores โ€” live in under five minutes.

โฑ About 10 min ๐Ÿ“ฆ Module: Vault
  1. Check prerequisites: an active MarketEdge or Navigator subscription (Vault is included) and your standard RealNex sign-in.
  2. Have three things ready: a contact list export (to seed invitations), an NDA template PDF, and your deal documents (PDF, Word, Excel, PowerPoint, or images).
  3. Go to vault.realnex.com and sign in with your RealNex credentials (same single sign-on as the rest of the platform).
  4. Run the 3-step wizard: name the deal room, upload documents, invite participants.
  5. Set NDA acceptance so no document is visible until the NDA is signed.
  6. Publish from the Internal Workspace when ready โ€” Build state is your staging area, Live is what participants see.
๐Ÿ’ก Mentor tip

Every document is automatically watermarked with the viewer's identity โ€” mention that in your cover note and confidential documents get treated confidentially.