June 5, 2026

Case Room gained a structured Q&A workflow for controlled deal communication, plus stronger room-entry and audit controls.

New: Case Room Q&A

Brokers can now manage questions and answers inside Case Room instead of tracking Q&A separately. Questions can be organized, assigned, and answered in context, and shared answers can be handled consistently across the right audience.

Where to find it: Open a Case Room and go to the Q&A area.

New: Disclosure history for room answers

Case Room now keeps a clearer record of released answers, including who received them and when. This helps brokers maintain a clean process when several investors are reviewing the same opportunity.

Where to find it: Open the answer log in a Case Room.

Improved: Secure room entry controls

Brokers have more control over how people enter and use a room, including room-level agreements, access expiry, two-factor requirements, and view-only document access.

Where to find it: Open Case Room settings.

New: Broker activity export

Brokers can export room activity when they need a practical audit trail for a process, review, or closing file.

Where to find it: Open the activity log in a Case Room.