Case Study: Leading Real Estate Investment Management Firm achieves secure, efficient document sharing and faster deal closings with Merrill Corporation

Real estate investment management firm uses Merrill DataSite® to share information with partners

A leading real estate investment management firm with a diverse portfolio needed a faster, easier and more secure way to share confidential property-level information with appraisers, banks, investors, underwriters, government agencies and other external partners. Their ad hoc process—managed on a shared drive with limited search and a spreadsheet for tracking—was time-consuming, cumbersome and risk-prone, so the COO sought a streamlined, secure solution.

The firm implemented Merrill DataSite as a secure virtual data room, centralizing all critical documents, configuring individualized access, and using embedded email and audit tools to invite and track users. This produced a highly organized document index, faster responses to requests, improved deadline compliance, detailed activity analytics, and enabled the firm to manage about 95% of its external communications through the data room—accelerating site launch and deal closings.