Pending requests0
Active recipients0
Portfolio access0
8-Asset Refinance0
Strategic capital0
Buyer underwriting0
Document downloads0
Access requests
For every approval, explicitly choose the workspace(s) this person can enter. Nothing is implied.
Portfolio Command Center = full lender/internal portfolio package8-Asset Refinance = only the current eight-center refinance roomStrategic Capital Partnership = private investor / capital-partner opportunityBuyer Underwriting = sale-side diligence room
| Requester | Organization / role | Reason | Requested | Status | Approval email | Grant workspace access | Action |
|---|
Add a recipient
Choose at least one workspace. The user will automatically be routed to exactly what you enable.
Recipient PIN
Recipients & permissions
Turn each workspace on or off independently. A recipient can be restricted to only the refinance room or only the Strategic Capital Partnership without seeing the broader Portfolio Command Center or Buyer Underwriting.
| Recipient | Email / PIN | Account | Workspace permissions | Usage | Actions |
|---|
Administrator security
Changing the password signs out every active administrator session.
Recent access activity
The 100 most recent successful and denied login attempts.
| Time | Recipient | Email entered | Result | IP address |
|---|
Document download activity
Authenticated PDF and Excel downloads.
| Time | Recipient | File | Type | IP address |
|---|