Security Built for CRE Professionals

Commercial real estate involves sensitive financials, legal documents, underwriting assumptions, borrower and investor information, and third-party reports.

TheAnalyst^® PRO is built to support secure workflows across the entire platform, including underwriting, marketing, reporting, and transaction execution.

This includes TheAnalyst^® PRO’s DealRoom where secure multi-party collaboration and document control are essential.

Security That Supports Lender, Attorney, and Enterprise Expectations

Security is not just about technology. It is about protecting your deal, your client relationships, and your ability to move transactions forward with confidence.

This page provides a high-level overview of the security and data controls used across TheAnalyst^® PRO, with additional detail on how those controls support TheAnalyst^® PRO’s DealRoom.

We Do Not Sell or Monetize Member Data

Technical: TheAnalyst^® PRO is a subscription-based platform. We do not collect member data for resale, and we do not monetize your underwriting inputs, deal details, or proprietary information.
Why It Matters: Many CRE professionals are cautious about entering deal data into software platforms because some providers treat that information as a product. With TheAnalyst^® PRO, your data stays yours. You can underwrite, market, and collaborate with confidence knowing your information is not being packaged or sold.

Core Security Controls Across TheAnalyst^® PRO

Secure Infrastructure and Encrypted Access

Technical: TheAnalyst^® PRO is built on AWS and uses modern cloud infrastructure designed for secure access, reliability, and scalability. The platform is protected through load balancing and HTTPS-only access to ensure secure communication between users and TheAnalyst^® PRO.
Why It Matters: Sensitive information stays protected in transit, and the platform remains stable and responsive during real-world underwriting, marketing, and transaction workflows.

Role-Based Access and Permission Control

Technical

TheAnalyst^® PRO uses permission-based access controls to support secure use across the platform. Within TheAnalyst^® PRO’s DealRoom, access is controlled through role-based permissions:

Owner / Admin
Contributor
Viewer

Why It Matters

Every participant sees exactly what they need and nothing they do not. This reduces risk and keeps transactions organized and controlled.

Secure File Uploads with Malware Scanning

Technical: Files uploaded into TheAnalyst^® PRO’s DealRoom are scanned for malware. Files must pass scanning before they are made available for access. Scan outcomes are logged for audit visibility.
Why It Matters: This helps protect your organization and deal participants from malicious documents entering the transaction process.

Document Protection and Business Continuity

Technical: TheAnalyst^® PRO uses secure cloud storage practices and system-level safeguards designed to support platform reliability and continuity.
Why It Matters: This helps keep the DealRoom workflows stable and reduces disruption if an unexpected system issue occurs.

Logging and Activity Visibility

Technical: TheAnalyst^® PRO maintains logging for operational and security visibility, supporting traceability across system activity and key workflows. The DealRoom activity can include visibility into document access and file handling events.
Why It Matters: Logging supports accountability and helps validate activity when sensitive files and transaction documents are involved.

TheAnalyst^® PRO’s DealRoom: Secure Transaction Collaboration

TheAnalyst^® PRO’s DealRoom is designed specifically for commercial real estate transactions where multiple parties need access to sensitive documents and a controlled workflow.

It supports secure collaboration across participants such as:

Brokers and agents
Investors and syndicators
Lenders and loan originators
Attorneys and advisors
Third-party vendors and due diligence providers

Why It Matters: Transactions move faster when everyone works from one secure source of truth, without relying on email chains, uncontrolled file sharing, or scattered document versions.

Secure by Workflow, Not Just by Storage

Most platforms focus on storing documents.

TheAnalyst^® PRO’s DealRoom supports secure execution by combining:

centralized document sharing
automated NDA workflows
permission-based access control
audit visibility
file safety protections

Why It Matters: Security should support transaction momentum, not slow it down. TheAnalyst^® PRO helps teams collaborate securely while keeping control of sensitive information.

Questions from Lenders, Attorneys, or IT Teams?

We are happy to provide additional security details and workflow guidance based on your organization’s needs.

Contact Us