AI Data Room Prompts for Commercial Real Estate (Copy-Paste Pack)

Q: How do you use these prompts?

1. Connect SendNow to Claude or ChatGPT. It takes about two minutes: one URL, `https://share.sendnow.live/mcp`, and an OAuth sign-in with no API key. See the setup guide. 2. Paste a prompt and replace the names, files and dates with yours. Or build one automatically with the data room prompt generat

Q: What should you know before you send?

- Keep drawings and large files out of the chat. Ask for the one-time upload link instead. - Tier access so everyone gets the brochure and only qualified buyers get financials and leases. - The assistant cannot read lease text, so it cannot extract rent or expiry terms. It builds, secures and measur

Q: What can the assistant not do?

- It cannot read the text inside your documents. None of SendNow's 24 tools returns document body text. - It cannot delete without naming the exact file or link and getting your confirmation. Prefer revoking, which keeps the history. - It cannot use settings your plan lacks.

Rifana Hameem(Founder, SendNow)

October 5, 2026•⏱️ 5 min read

AI Data Room Prompts for Commercial Real Estate (Copy-Paste Pack)

Short answer: Twelve prompts for a property offering room: tiered access, a traceable link per buyer, large drawings uploaded by link, and everything expiring on the bid deadline. Connect SendNow to Claude or ChatGPT once, then paste these prompts. Written for brokers, sponsors and sellers marketing a commercial property.

How do you use these prompts?

Connect SendNow to Claude or ChatGPT. It takes about two minutes: one URL, https://share.sendnow.live/mcp, and an OAuth sign-in with no API key. See the setup guide.
Paste a prompt and replace the names, files and dates with yours. Or build one automatically with the data room prompt generator.
Ask for a read-back. End any building prompt with "then show me the settings" so you can check them before anyone else sees the room.

The 12 prompts at a glance

#	Prompt	Tool	Plan
1	Find the package	`list_documents`	Any
2	Create the room	`create_microsite`, `get_microsite`	Rooms plan
3	Tier the access	`update_microsite` (folder gating)	NDA needs Pro
4	Big drawings	`request_document_upload`, `check_document_upload`	Any
5	One link per buyer	`create_secure_link` (three calls)	Any
6	Make a leak traceable	`update_link_security`	Business
7	Cap a broker preview	`create_secure_link`	Any
8	Buyer activity	`list_links`, `list_link_viewers`	Any
9	Room visitors	`get_microsite_analytics`	Rooms plan
10	Add a late report	`get_microsite`, `update_microsite`	Rooms plan
11	Expire on the deadline	`list_links`, `update_link_security`	Any
12	After the sale	`list_links`, `revoke_link`	Any

Plan notes: connecting works on any plan. Data rooms start at $19/month. An NDA gate and screenshot blocking need Pro. Allowed-viewer lists and dynamic watermarks need Business. The assistant tells you when a setting is not on your plan.

The prompts

Build the offering room

Find the package

CODE BLOCK
List my documents with "OM", "rent roll", "lease" or "title" in the name.

Tool: list_documents. Plan: Any.

Create the room

CODE BLOCK
Create a data room called 123 Main Street Offering. Sections: Offering (Offering memorandum, Property brochure), Financials (Rent roll, Operating statements), Property (Floor plans, Environmental report), Legal (Leases, Title report). Require email verification, turn downloads off, expire on March 15, and show me the settings.

Tool: create_microsite, get_microsite. Plan: Rooms plan.

Tier the access

CODE BLOCK
In 123 Main Street Offering, keep Offering open after an email check, and put Financials, Property and Legal behind an NDA.

Tool: update_microsite (folder gating). Plan: NDA needs Pro.

Big drawings

CODE BLOCK
Give me an upload link for the CAD drawings, with downloads off on the resulting link.

Tool: request_document_upload, check_document_upload. Plan: Any.

Give each buyer a link

One link per buyer

CODE BLOCK
Create a separate secure link to the Offering memorandum for each of Northgate Capital, Harbor Partners and Elm Street Investors. Label each, require email verification, downloads off.

Tool: create_secure_link (three calls). Plan: Any.

Make a leak traceable

CODE BLOCK
Add a dynamic watermark with the viewer's email and date to the Harbor Partners link.

Tool: update_link_security. Plan: Business.

Cap a broker preview

CODE BLOCK
Create a link to the brochure for brokers, limited to 25 views.

Tool: create_secure_link. Plan: Any.

Read buyer interest

Buyer activity

CODE BLOCK
For each buyer link, who opened it, for how long, and did they download?

Tool: list_links, list_link_viewers. Plan: Any.

Room visitors

CODE BLOCK
Who visited 123 Main Street Offering this week, and who returned?

Tool: get_microsite_analytics. Plan: Rooms plan.

Run to the deadline

Add a late report

CODE BLOCK
Add the Phase I environmental update to the Property section.

Tool: get_microsite, update_microsite. Plan: Rooms plan.

Expire on the deadline

CODE BLOCK
Set every active link for this property to expire on March 15.

Tool: list_links, update_link_security. Plan: Any.

After the sale

CODE BLOCK
Revoke every link for 123 Main Street and keep the history.

Tool: list_links, revoke_link. Plan: Any.

What should you know before you send?

Keep drawings and large files out of the chat. Ask for the one-time upload link instead.
Tier access so everyone gets the brochure and only qualified buyers get financials and leases.
The assistant cannot read lease text, so it cannot extract rent or expiry terms. It builds, secures and measures the room.
Expire links on the bid deadline in the same prompt that creates them.

What can the assistant not do?

It cannot read the text inside your documents. None of SendNow's 24 tools returns document body text.
It cannot delete without naming the exact file or link and getting your confirmation. Prefer revoking, which keeps the history.
It cannot use settings your plan lacks.

Is it safe to run a data room through an AI assistant?

It can be, if the server meets a basic standard: OAuth sign-in, scoped access, confirmation before deletes, and no document text returned to the model. Score any server with the MCP security checklist, and read Is MCP safe for confidential documents?.

Do I need a paid SendNow plan for these prompts?

You can connect on any plan. Creating data rooms needs a plan that includes them, from $19/month, and some prompts use Pro or Business settings, marked in the table above.

Do these prompts work in both Claude and ChatGPT?

Yes. They are plain language and both assistants connect to the same server. Connection steps differ slightly: see SendNow for Claude and SendNow for ChatGPT.

Can I change the prompts?

Yes. Swap names, files, dates and rules. Keep the final "show me the settings" line, because it lets you catch a mistake before it reaches anyone.

About the Author: Rifana Hameem

Rifana is the founder of SendNow. She leads the team in building secure, compliant, and analytics-rich document sharing tools for finance and professional teams worldwide.

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