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File storage

Centralized file storage for every document on every deal.

Each deal has its own file room for LOIs, PSAs, underwriting models, environmental reports, and title documents. Tag, pin, comment on, and retrieve any document without searching shared drives and email.

Files

The Kendall at WynwoodAll files
Search files
New folder
Upload
NameSizeModified
Financials
5 items
Legal & Compliance
3 items
Due Diligence
8 items
PDFOffering Memorandum.pdf
8.4 MBAug 12
XLSXRent Roll.xlsx
412 KBAug 11
PDFPurchase & Sale Agreement.pdf
2.1 MBAug 9
PDFPhase I ESA.pdf
5.7 MBAug 8
XLSXT-12 Operating Statement.xlsx
286 KBAug 6
DOCXLOI — Executed.docx
94 KBAug 3
Built for how you use deal files

Every document on the deal, right where you need it.

Deal files usually end up scattered across shared drives, inboxes, and links, and the latest version is hard to find. MotionCRE gives every deal a file room connected to the pipeline, tasks, and contacts, so the current document is always with the deal.

Deal rooms

One deal room
per project

Every project has a dedicated file room where all deal documentation is stored, without searching shared drives and email attachments. Upload documents by drag-and-drop and organize large sets into a structured folder hierarchy.

Files

The Kendall at WynwoodAll files
Search files
New folder
Upload
NameSizeModified
Financials
5 items
Legal & Compliance
3 items
Due Diligence
8 items
PDFOffering Memorandum.pdf
8.4 MBAug 12
XLSXRent Roll.xlsx
412 KBAug 11
PDFPurchase & Sale Agreement.pdf
2.1 MBAug 9
PDFPhase I ESA.pdf
5.7 MBAug 8
XLSXT-12 Operating Statement.xlsx
286 KBAug 6
DOCXLOI — Executed.docx
94 KBAug 3
Tag, pin, organize

Tag, pin, and
find anything

Organize documents with workspace-wide tags such as LOI, PSA, Phase I, and Rent Roll, and pin critical files to the top of the room. Inline comments with @mentions and notifications keep discussion attached to the document rather than scattered across Slack and email.

Files

The Kendall at WynwoodAll files
Search files
New folder
Upload
NameSizeModified
Financials
5 items
Legal & Compliance
3 items
Due Diligence
8 items
PDFOffering Memorandum.pdf
8.4 MBAug 12
XLSXRent Roll.xlsx
412 KBAug 11
PDFPurchase & Sale Agreement.pdf
2.1 MBAug 9
PDFPhase I ESA.pdf
5.7 MBAug 8
XLSXT-12 Operating Statement.xlsx
286 KBAug 6
DOCXLOI — Executed.docx
94 KBAug 3
Security

Enterprise-grade
security

Deal documents are stored on AWS infrastructure with encryption at rest and in transit. Role-based access controls restrict sensitive documents to authorized team members, confidential files can be flagged for restricted access, and a complete audit trail records who accessed what.

Kendall — Investor Room

Active

12 files · shared with 9 people

Share link
47
Total views
9
Unique visitors
23
Downloads
Files in this room
Offering Memorandum.pdf
Rent Roll.xlsx
T-12 Operating Statement.xlsx
Phase I ESA.pdf
Financial Model.xlsx
Access controls
NDA requiredOn
WatermarkingOn
PasscodeEnabled
Link expiresSep 30, 2026
Recent activity
m.chen@blackstone.com
viewed Offering Memorandum · 2h ago
s.patel@keybank.com
downloaded Rent Roll · 5h ago
j.wong@starwood.com
signed NDA · Yesterday
AI analysis

AI reads your documents
so you don't have to

Upload a 50-page Phase I report, appraisal, or rent roll and the AI Associate analyzes it automatically, extracting key findings, risk factors, suggested tasks, and critical dates. Ask follow-up questions about any document in natural language.

Pipeline6 active

Site Selection

1
Silver Pointe
MR
$30.0M

Underwriting

3
Riverside
JD
$9.5M
Harbor Point
MR
$28.5M
Maple District
RP
$41.3M

Offer / LOI

1
Cedar Grove
KL
$22.8M

Contract (PSA)

1
Oakridge Plaza
MR
$28.5M

AI Associate

ScopeOakridge Plaza
Ask anything about this deal...
1 deal

Everything in the file room.

Deal-specific file rooms per project
Custom tagging system for document classification
Pinned documents for quick access
File comments with @mentions
Bulk upload and download
Zip export for due diligence packages
Plans & pricing

Every plan includes full access to every feature.

14-day free trial, cancel anytime.

Team

3 seats

Small CRE teams of up to 3.

$249/month

That's $83/user when fully seated

Start 14-day free trial
What's included
  • 3 users included
  • 50 GB file storage
  • 15,000 AI credits per month
  • Unlimited deals
Platform features
  • Pipeline boards & list view
  • Deal rooms with files & tasks
  • AI Associate for documents & memos
  • Financing tracker & due diligence
  • Full audit trail

PlusMost popular

5 seats

Growing CRE firms scaling deal volume.

$399/month

That's $80/user when fully seated

Start 14-day free trial
What's included
  • 5 users included
  • Add seats at $69/mo each
  • 200 GB file storage
  • 35,000 AI credits per month
Everything in Team, plus
  • Team workload visibility
  • Workspace permissions
  • Priority email support
  • Higher AI credit cap

Power

10 seats

Institutional CRE firms with 10+ users.

$699/month

That's $70/user when fully seated

Start 14-day free trial
What's included
  • 10 users included
  • Add seats at $59/mo each
  • 1 TB file storage
  • 100,000 AI credits per month
Everything in Plus, plus
  • Lower per-seat cost as you scale
  • 5x storage vs Plus
  • ~3x AI credits vs Plus
  • Bulk seat management
FAQ

Questions about file storage

Common questions about storing and organizing deal documents on MotionCRE.

Book a Demo
What is CRE document management software?

CRE document management software gives commercial real estate deal teams one organized place to store every document tied to a deal: LOIs, PSAs, underwriting models, rent rolls, Phase I environmental reports, appraisals, title docs, and site plans. Instead of scattering files across shared drives, Dropbox links, and email attachments, each deal gets a dedicated file room. In MotionCRE, that file room sits inside the deal workspace alongside the pipeline stage, tasks, contacts, and key dates, so the current version of any document is always one click from the deal it belongs to.

How does MotionCRE organize deal documents?

Every project in MotionCRE has its own dedicated file room. You upload documents by drag-and-drop, organize large sets into a folder structure, and classify files with custom workspace-wide tags like LOI, PSA, Phase I, or Rent Roll. Critical documents can be pinned to the top of the room so they are always the first thing the team sees. Inline comments with @mentions keep discussion attached to the document itself instead of scattered across Slack and email.

Can I control who sees confidential deal files?

Yes. Documents are stored on AWS infrastructure with encryption at rest and in transit, and role-based access controls ensure only authorized team members can view sensitive files. Individual documents can be flagged as confidential for restricted access, and a complete audit trail records who accessed what, so you always know how a sensitive file has been handled.

How does the AI document analysis work?

When you upload a document, whether a 50-page Phase I report, an appraisal, a rent roll, or any PDF, DOCX, Excel, or CSV, the AI Associate analyzes it automatically. It extracts key findings, risk factors, suggested tasks, and critical dates from the document content, then lets you ask follow-up questions about the file in plain language. It reads the long documents so your team does not have to.

Can I export documents for a due diligence package?

Yes. MotionCRE supports bulk upload and download, and you can export an entire set of deal documents as a zip file for due diligence packages, lender submissions, or investor requests. Because everything already lives in one deal room, assembling a package is a matter of selecting files rather than hunting across drives and inboxes.

How is this different from using Dropbox or Google Drive for deal files?

Generic file storage keeps documents in folders that are disconnected from the rest of the deal. The pipeline stage, tasks, contacts, key dates, and financing all live somewhere else, so the folder is always out of context. MotionCRE stores documents inside the deal workspace itself, with CRE-specific tagging, pinned files, inline comments, version history, confidential flagging, and AI document analysis built in. The file room is part of the deal, not a separate drive you have to keep in sync.

Is my document data secure?

Deal documents are stored on AWS infrastructure with encryption at rest and in transit. Role-based access controls limit who can view sensitive documents, confidential files can be flagged for restricted access, and a full audit trail tracks every access. Version history is retained so you can see how a document changed over the life of the deal.

What does MotionCRE cost?

MotionCRE Team is $249 per month for 3 users, Plus is $399 per month for 5 users (with addon seats at $69/mo each), and Power is $699 per month for 10 users (with addon seats at $59/mo each). Every plan includes full access to file storage, AI document analysis, and every other feature, plus a 14-day free trial. There are no annual contracts, no setup fees, and no minimum seats.

Explore more of MotionCRE

Every deal document, in one place.

14-day free trial, cancel anytime.

Pipeline value
$148.9M
14 deals3 closing soon
Deal workspaceActive
Oak Street Multifamily
Dallas, TX · Multifamily · 180 units
Value
$24.5M
Stage
Due Dil.
In stage
12d
AI Associate