Deal Brief · Brokers
Deal Brief for brokers
A broker's day is spent answering the same twenty questions for the thirtieth counterparty, slightly differently each time.
How does a broker share a listing without a data room?
Package the OM, rent roll, financials and lease abstracts into a Deal Brief and send that link to prospective counterparties. Each one asks their own questions and gets the same accurate, sourced answer. Links are revocable per audience, so an inactive party loses access without affecting anyone else.
What broker inboxes look like
- Thirty counterparties, the same twenty questions.
- An OM that answers positioning but not operating detail.
- Answers that drift as the assignment goes on.
- Data room access requests taking a day each.
Running an assignment on a Brief
- Step 1
Build once
OM, rent roll, T-12, lease abstracts, capex history.
- Step 2
Send widely
One link per audience tier if you want separate revocation.
- Step 3
Watch the questions
What counterparties ask tells you what the OM failed to say.
- Step 4
Revoke on close
Access ends when the assignment does.
What the Brief answers for a buyer
Income
- Rent roll
- In-place vs market rent
- Lease expiry profile
- Concessions
Expense
- T-12 operating expenses
- Capex history
- Reserve assumptions
Asset
- Physical condition reports
- Zoning and use
- Deferred maintenance
What buyers ask before touring
The Brief handles these so your calls are about price, not facts.
- What is the weighted average lease term?
- Which leases expire in the next 24 months?
- What was capex over the last three years?
- Are the operating expenses actual or normalised?
- What is in place versus market rent?
Consistency across counterparties
- Every counterparty gets the same sourced answer.
- Answers cite the rent roll or the T-12 line they came from.
- Anything not in the material comes back as unknown rather than as a broker's guess.
Listing Brief checklist
- Current rent roll with expiry dates.
- T-12 with normalisation stated.
- Capex history.
- Lease abstracts for major tenants.
- Condition and zoning reports.
- Nothing under a confidentiality restriction included.
Common questions
- How is Brieflin different from a data room?
- A data room stores files. Brieflin organizes the context connecting those files and lets a recipient ask questions across the accumulated knowledge. A Brief may complement a data room; it does not replace formal diligence or professional review.A Deal Brief does not replace formal due diligence, a data room, or professional review.
- Can recipients view a Brief without an account?
- Yes. A recipient opens the share link and can read and ask questions immediately, with no account and no software to install. The creator keeps control: links can be revoked at any time, can carry an expiry, and stop working the moment they are revoked.
- Does a Deal Brief replace due diligence?
- No. A Deal Brief helps a counterparty understand a deal quickly and find the documents that matter. Formal diligence — legal review, appraisal, environmental, engineering, underwriting — still happens against the executed documents themselves. Brieflin does not provide any of that advice.A Deal Brief does not replace formal due diligence, a data room, or professional review.
Scope and limitations
- Brieflin does not provide investment, legal, appraisal, underwriting, engineering, or environmental advice.
- A Deal Brief does not replace formal due diligence, a data room, or professional review.