Notifications

The Notifications management tool allows you to control how you are alerted about platform activity. Notifications are organized by Notification Type and can be delivered via:

• In-App (platform notifications)

• Email (external email alerts)

Some email notifications support a frequency setting (e.g., Real Time via dropdown).

Notifications are grouped into two primary categories:

Listing Discovery

• A new listing matches one of your saved searches

• A listing in one of your saved searches progresses in status (Now Touring, CFO, Closed)

Listing Engagement & Updates

• A Broker sends you a listing

• Offer deadline created, updated, or extended

• A Listing changes status

• An access request is approved or denied

• A new document is uploaded to a data room

Managing Notifications

Step 1: Navigate to Notifications

To access the Notifications management tool, click your profile icon in the upper right corner of any page.

Click the Notifications tab, which exposes a table of notification configuration options.

Step 2: Enable or Disable Notifications

For each notification type:

• Check the In-App box to receive platform alerts.

• Check the Email box to receive email alerts.

• Uncheck either box to disable that delivery method.

Users can independently control In-App and Email for each notification type.

Step 3: Set Frequency (If Available)

For applicable notifications:

• Use the dropdown to select delivery timing (e.g., Real Time).
  

• Frequency settings are available for:

  • A new listing matches one of your saved searches (email)

  • A listing one of your saved searches progresses in status (in-app)

  • A listing changes status (email)

Step 4: Save or Discard Changes

• Click Save Changes to apply updates.

• Click Cancel to discard modifications and revert to the previous settings.