Forbury Portal

Forbury Sharing: for Security & Speed

How To
May 1, 2021

Forbury Sharing enables our customers to share valuation data quickly and securely.

Sharing is a real time saver as it removes the need to re-enter data. It also preserves data integrity as there is no longer the need for error prone and laborious data entry. The Sharing functionality started off with a need to collaborate and share confidential information to third parties.

In addition to saving time, and preserving data integrity, Sharing also provides our agency customers with a secure avenue for sharing the input data from populated Forbury models to prospective purchasers, allowing them to overlay their own assumptions. It essentially eliminates the need to populate Forbury models from scratch so customers can avoid the double entry of information.  

Benefits:
  • It is safe & secure: do you share confidential information through email? The types of information you enter through the Forbury model can be highly sensitive (property financials, tenancy rents, outgoing information). Forbury has taken care to build out the solution for modern authentication and security protocols, making Forbury Sharing safe and secure.
  • It saves time: by using Sharing, you can avoid entering the same information over and over.
  • It enables Portfolio Reports: if you have dozens of properties that need to be valued, presented, and require collaboration with multiple parties; by sharing data you can incorporate data sets into a Portfolio analysis.

Who it is for:
  • Agency customers: an avenue for sharing input data to prospective purchasers allowing them to overlay their own assumptions.
  • Property owners / purchasers: to share input data from Forbury models amongst co-investors or potential capital partners.

Sharing is accessed through the Forbury Portal and is supported in both Forbury Commercial and Retail.

The step-by-step process for Forbury Sharing:

1.  Upload your model to the Forbury Portal.

2.  In the Portal, find the Property you have uploaded by clicking the Properties tab
and then click on the property.

3.  In the property's screen, click the sharing button and select 'External Share’.

4.   Fill in the Share Data box by Accepting or Typing in a Model name, Description (optional) and Message (optional).

Type in the recipient’s email addresses. (For multiple recipients, use the + recipient button).

Click 'Share'.

Each of your recipients will receive an email informing them of the Share with a link to download it in their customised version of Forbury.

FIND OUT MORE:

For further info about Forbury Sharing get in touch with our Sales Team.

Forbury Customers: If you would like Sharing enabled, please contact our Support Team.

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