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UpcomingMonthly SpotlightVault

Monthly Spotlight: Vault & Checklist

Tuesday, July 28, 2026·1:00 PM – 1:45 PM ET
Virtual · Zoom
Jake Newman
Jake Newman· Implementation Manager
Dave Bixler
Dave Bixler· Product Manager

About this session

Join Jake and Dave Bixler for a session on Vault and Checklists — learn how to set up secure data rooms, control lender access, and manage deal document requirements.