Data and Audit Trail

Every file filed. Every act recorded.

Files are classified by kind, period and entity and filed to the deal's dated folder. Uploads, answers, approvals, requests and signatures are recorded with who did them and when.

CORA on a tablet: Kessler Supply's data room and the files received

A closer look.

A deal's data room with its dated folders, and the audit trail of recent acts beside it

At a glance

Three states, kept apart

Uploaded, received and confirmed are tracked separately, so nothing is mistaken for done.

Each file fingerprinted

You always know exactly which file you are looking at.

Access by role

Role-based permissions, SSO and MFA decide who sees a deal's files, encrypted in transit and at rest.

In detail

Data room

Files land where they belong.

Borrowers send what they already send, and no one sorts by hand.

  • Kind, period and entity read from the file
  • The right deal and the right dated folder
  • Uploaded, received and confirmed tracked apart
Audit trail

Who did what, and when.

With each act on the record under a name and a time, any question about a deal has an answer.

  • Uploads and answers
  • Approvals, requests and signatures
  • A name and a time on each

How lenders use it.

Open a dated folder

Open the deal's dated folders, with each file filed to the right one by kind, period and entity.

Questions.

Do borrowers need to rename or reformat their files?

No. Borrowers send what they already send, and CORA classifies each file and files it to the deal's dated folder.

What is the difference between uploaded, received and confirmed?

They are three states tracked separately, so a file that has only been uploaded is never mistaken for one your team has confirmed.

How do we know which version of a file we are looking at?

Each file is fingerprinted, so the file on screen is exactly the file that arrived.

Can we show an auditor who approved something?

Yes. Each approval is on the audit trail with the person who gave it and when.

Is our data used to train AI models?

No. Customer data is never used to train AI models.

Works with.

IntegrationsOne data room for everyone on a deal. LegalDocuments, versions and review with counsel. CORA OSThe engine under each deal's record.

Answer the auditor in one look.

See a deal's files and its trail of acts side by side on CORA.

Request a demo