Folder Organization for Commercial Real Estate Documents
Organize leases, PSAs, loan documents, and CC&Rs into folders and subfolders that match how your team actually works — by property, by deal, or by document type.
A Portfolio Is Hard to Navigate Without Structure
Upload enough leases, PSAs, and loan documents into one flat list and finding a specific deal becomes its own task — scrolling past documents that have nothing to do with what you're looking for.
DealLink lets you organize every document into folders and subfolders as soon as it's uploaded, so a portfolio of any size stays navigable instead of turning into one long list.
Structure That Matches How You Work
- Nested subfolders — structure by property, deal, or document type, as deep as you need
- Rename and reorganize— restructure folders as your portfolio changes without losing what's filed inside
- Folder-level sharing — give a team member access to a whole deal set in one step
- Document counts — see how many documents are in each folder at a glance
Organized, and Still Fully Searchable
Folders are for navigation and access control, not a limit on what you can find — full-text and field search still work across every folder you have access to, so structuring your portfolio never means losing the ability to search all of it at once.
What CRE Teams Are Saying
DealLink was a no-brainer for us! We were searching for a way to start integrating AI into our workflows. DealLink is a low risk, high reward way to start leveraging AI in order to expedite the abstraction of lease and PSA documents while creating a digital filing cabinet for all of our documents. We love the ability to search for key terms across documents without having to search manually.
DealLink streamlined a process that would have taken hours or even days into minutes. The platform expedited our underwriting for a multi-tenant acquisition, delivering Lease Abstracts with accuracy that matched what we would have achieved if we had completed the task internally. The software is an ideal solution for any team looking to leverage AI for an everyday use case that delivers value quickly.
DealLink has made our lease abstraction process much faster and more efficient. Stephen and the team at DealLink are incredibly responsive and constantly adding new features that enhance the workflow for abstracting leases and purchase and sale agreements, helping us capture detailed insights across long and complex documents. The platform also makes it easy to organize and standardize our documents within a flexible, centralized database, keeping our information structured and accessible when we need it. It is dependable and easy to use, which we have found to be a rarity with AI and software in general.
With the implementation of DealLink, we've accelerated our lease processing workflow. What previously required additional staffing can now be handled efficiently by our existing lease administration team, allowing us to scale without increasing overhead.
Frequently Asked Questions
Can I organize documents into subfolders?
Yes. DealLink supports nested folders and subfolders, so you can structure your portfolio the way your team already thinks about it — by property, by deal, by document type, or any hierarchy that fits.
Can I rename or move folders after creating them?
Yes. Folders can be renamed and reorganized as your portfolio changes, without losing the documents or abstracts filed inside them.
Can I share a folder instead of individual documents?
Yes. You can share an entire folder with a team member instead of sharing documents one at a time, so a new analyst or a broker gets access to a whole deal set in one step.
Does folder organization affect search?
No — full-text and field search work across every folder you have access to, so organizing documents into folders is about navigation and access control, not a limit on what you can find.
Ready to organize your document portfolio?
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