Transaction preparation
Share the agreed property documents with the appointed adviser.
File sharing for real estate
Property documents.
Ready for the next party.
Exchange transaction packs, property documents and confidential client information.
Named recipients · Defined access · Recorded activity
MX / CONTROLLED EXCHANGE05
Assemble the approved package.
↗
Property-Transaction-Pack.zipIllustrative file package
MXTHE EXCHANGE IN CONTEXT
Give the handoff some context.
Property transactions involve documents moving between clients, agents and professional advisers. Separate the recipient's required documents from the wider client folder.
MX provides a route for sensitive business files between named recipients. Match access conditions to the purpose of the exchange and use the available activity record to support follow-up. Keep the underlying approval and information-handling decisions in your own process.
WHERE THE WORKFLOW HELPS
The moments that need a handoff.
Client information
Exchange sensitive supporting records with verified contacts.
Project due diligence
Provide an approved document package for the specific review.
A HANDOFF, IN PRACTICE
The right files.
The full context.
A property team is instructing an external adviser on a specific asset. Gather the approved documents around the property reference and explain the task. Separate the current material from historic versions, and avoid including records about other properties or unrelated parties.
Illustrative workflow · Adapt to your approved process
Give a property adviser the right pack
↗Property-Transaction-Pack.zip
A POSSIBLE PACKAGE
- ✓Approved property documents
- ✓Current drawings
- ✓Transaction or review brief
INTENDED RECIPIENT
The appointed surveyor, adviser or transaction contact
A USEFUL RESULT
The adviser can identify the property, find the current documents and understand the scope of the instruction.
MAKE THE FIRST EXCHANGE COUNT
Test the details.
Then repeat with confidence.
Use the example package as a starting point for a small, representative trial. Agree the success criteria with the person who will actually receive the files.
Check completeness
Approved property documents should be easy to identify in the inventory. Open the delivery copy independently of your working folder to catch missing files or local dependencies.
Walk through access
Test with the intended recipient role and receiving environment. Confirm the access conditions, the instructions and the route for getting help.
Agree what success means
The adviser can identify the property, find the current documents and understand the scope of the instruction. Record any remaining questions before making the exchange part of routine work.
FROM PREPARATION TO RECEIPT
Give each exchange
a clear sequence.
Use Property-Transaction-Pack.zip as an example of a defined package. Replace it with the approved files and instructions for your actual task.
Explore the MX feature set ↗- 01
Confirm the purpose and recipient
Check who is entitled to receive the information. Record the business purpose through your normal approval process before assembling the package.
- 02
Prepare an approved package
Choose the required files, check their versions and remove unrelated information. Include concise instructions so the recipient knows what to do next.
- 03
Apply the access conditions
Confirm authentication, availability and any download conditions for your service. MX's existing features include named access, MFA and configurable expiry controls.
- 04
Review the exchange
Check the recorded activity and follow up through the agreed process. Keep the exchange reference with the project or client record it supports.
DEFINE THE BOUNDARY
Check the fit
before the first file.
Confirm identity and recipient details through your established process. A secure transfer route does not authenticate the underlying transaction or payment instructions.
Assess the controls against a representative package and recipient. Confirm any mandatory capability, contract term or deployment requirement with the MX team before relying on it.
Discuss your exchange requirements ↗PRACTICAL QUESTIONS
What to know
before you begin.
Questions about file sharing for real estate and the exchange workflow.
Is the exchange a transaction data room?+
A defined file delivery and a continuing transaction workspace have different requirements. Assess bidder separation, document review, question management and other data-room needs separately before choosing the workflow.
Does MX replace a property transaction platform?+
MX can provide a controlled document handoff. Transaction milestones, electronic signing and client due-diligence decisions remain in the relevant systems and procedures.
How should we prepare the files?+
Share the agreed property documents with the appointed adviser. Check the approved version, any required dependencies and the recipient's ability to use the package. Include only the material needed for the purpose.
What should we verify during a trial?+
Test a representative exchange from sender preparation to recipient access. Check authentication, permissions, expiry behaviour and the activity available afterwards. Include the actual file types and recipient environment you expect to use.
Does an access expiry remove downloaded copies?+
Do not assume expiry deletes a recipient's local copy. Agree post-download handling and retention responsibilities, and confirm the precise behaviour of the service configuration you plan to use.
Where can we check product details and commercial terms?+
Use the current MX product information and confirm the proposed service with the team. Review the plans and pricing alongside your actual users, workflow and deployment requirements.
YOUR NEXT EXCHANGE STARTS HERE
Valuable data.
Better protected.
Put better controls around your next sensitive file exchange. See how MX fits your organisation's workflow.
7 days freeUp to 5 usersNo credit card
- Full feature access
- Unlimited file size transfers
- Named recipients and MFA
- Custom branding and upload portals