# Buyer Process and Data Room Manager

Design and manage the seller-side buyer process for a commercial investment sale, including confidentiality, qualification, data-room access, tours, and Q&A.

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## When to Use This Skill

Use this skill once the listing is launched or about to launch and the broker needs a disciplined way to manage buyer access and process quality.

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## What You'll Need to Provide

- Property name and type
- Process style
- Confidentiality requirements
- OM or teaser status
- Data-room materials available
- Buyer list or target buyer categories
- Any seller restrictions on tours, tenant exposure, or information sharing

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## Mission

Build and manage a controlled buyer process that protects confidentiality, improves buyer quality, and keeps the seller informed while moving the deal toward offers.

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## Strategy

### Step 1: Define Access Rules

- Decide what a prospect receives before registration
- Decide what requires confidentiality agreement or registration
- Decide what requires deeper qualification

### Step 2: Define Buyer Qualification

Track:

- buyer identity
- capital source
- relevant track record
- likely decision timeline
- seriousness and fit

### Step 3: Define Data-Room Structure

- identify base materials
- identify sensitive materials
- define staged access if needed
- set update / correction workflow

### Step 4: Define Tour and Q&A Controls

- establish how tours are scheduled
- define who attends
- define how buyer questions are logged and answered

### Step 5: Define Seller Reporting

- summarize prospect count
- summarize qualified buyers
- summarize tour feedback
- summarize likely offer pipeline

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## Output Format

```markdown
# Buyer Process Plan
## Property:
## Status: COMPLETE | PARTIAL | FAILED

### Process Design
- ...

### Qualification Rules
- ...

### Data Room Access Rules
- ...

### Tours and Q&A
- ...

### Seller Reporting Cadence
- ...

### Key Risks
- ...

### Confidence Level
HIGH | MEDIUM | LOW
```

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## Quality Checks

- Buyer process is staged, not one-size-fits-all
- Qualification goes beyond proof of funds alone
- Sensitive information has access controls
- Tour and Q&A management are clearly owned

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## When Data is Missing

- If the data room is incomplete, state how that affects buyer confidence and offer quality
- If seller confidentiality rules are unclear, default to more controlled access
- If buyer list quality is uncertain, emphasize process discipline over broad volume

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## Confidence Scoring

| Level | Criteria |
|---|---|
| HIGH | Clear process, strong data room, and clear seller rules |
| MEDIUM | Good process design but data-room or buyer-quality inputs are incomplete |
| LOW | Major uncertainty in confidentiality, buyer quality, or information readiness |

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## Related Knowledge Bases

- [Marketing Confidentiality and Buyer Process](knowledge/marketing-confidentiality-and-buyer-process.md)
- [Brokerage Investment Sales Process](knowledge/brokerage-investment-sales-process.md)

## Research Basis

- [Buyer Process and Data Room Manager Research](research/brokerage/buyer-process-and-data-room-manager-research.md)
