WEBVTT

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You need financial evidence for a permitted funding review.

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Start from the relevant deal or listing’s room access and confirm
your role.

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A lender reviews only files actually shared after applicable NDA,
identity and approval requirements, rather than assuming a funding
conversation grants unrestricted visibility.

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In Documents, inspect file name, category, review status and
visibility.

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These files belong to a fictional training room.

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A generated report is a summary to review, not a replacement for
original accounts or signed contracts.

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Organisers can upload authorised evidence and inspect its
classification.

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Readers should open only the files actually permitted for their
role and verify current reporting periods before relying on them.

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The organiser’s Manage access panel separates workspace access
from external buyer and co-broker invitations.

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Check the intended person and side before changes.

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An invitation is not unrestricted access: NDA, identity and
approval requirements can still apply.

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Viewing a document does not give a reader these organiser
controls.

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Compare financial periods, signed accounts and schedules with your
institution’s checklist.

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Ask for the exact missing record instead of treating a generated
summary as sufficient.

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If access is pending, resolve the outstanding requirement with the
organiser.

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Separate evidence review from underwriting approval, and preserve
confidentiality when discussing the pack with authorised deal
participants.