CIM, Portals & Buyer Access — SOP

How DealBuilder listings, CIM URLs, and buyer portal access work end to end.

How the Seller Listing ID & CIM URL Are Created

• The Seller Listing ID and CIM URL are created at the same time, automatically by the DealBuilder integration.
• This is triggered when the Seller Opportunity has the required fields populated and is in the correct state (see Listing Requirements in DS Notes).
• The CIM URL is initially an empty presentation shell — it becomes usable once the CIM content is built.

Required fields to trigger listing creation:

• Internal ID
• Public Advertised Title
• Industry
• Pipeline: Sellers
• Stage: On Market (or Coming Soon)
• Status: Open

Giving Buyers Access — Standard Process

We give buyers access to the CIM and Data Room at the same time (not sequentially).

Workflow-driven method (preferred):

1. Broker manually moves the Buyer Opportunity to CIM/CBR Sent (3.0.0) stage.
2. On the Buyer Opportunity, set "Are you sure you want to send CBR/CIM?" to Yes.