Yes. Every workspace gets its own forwarding address. Forward a deal email to it and MotionCRE matches it to the right deal, saves the attachments as files, and logs the message as a note on that deal. There is no browser extension or inbox connection to set up.

It reads the subject, body, participants, and attachments and matches the email to the most likely deal in your workspace. High-confidence matches file automatically. Anything unclear waits for a person to confirm the deal before it is filed.

Attachments are saved to the matched deal's files with version history, so a new copy of a document you already have becomes a new version rather than a duplicate. The email body is kept as a note on the deal.

Only for high-confidence updates, and only the ones you allow. Forwarded emails can surface suggested tasks, key dates, field updates, and contacts, and you approve or reject each one in the inbox or the approvals queue. Optional task automation can advance a matching task or annotate a key date on its own, and anything an email changed can be reopened.

By default only your team members' primary email addresses. You can add approved senders, like a personal or alias address, and the emails they forward are filed under the member they act as.

Yes. Forward a term sheet on a deal you are raising capital on and MotionCRE offers to add it as a quote under the matching lender and move that lender forward in the pipeline. The quote is always added by a person, never silently.