Buyer vetting and NDA management, in one portal.
Selling a business needs more than an NDA signature. It needs properly vetted buyers, vendor approval at every stage, NDAs handled cleanly, and a full audit trail. Coreflow's portal does all of it, with no manual chasing.
Works with the CRM you already use, or as part of the wider Coreflow connected platform. Built specifically for business brokers, on enterprise-grade portal architecture. Connects on day one.
No sales pitch · No commitment · Honest if we can help
A vital step, simplified
No spreadsheets. No PDF email chains. No senior staff chasing for signatures. Just a clean, controlled process that moves serious buyers forward and protects vendors at every stage.
How the portal works.
The portal moves vetting and NDA management out of email, phone calls, and spreadsheets and into a single live system. Three coordinated steps. No tickets. No chasing.
Broker invites the buyer
When a buyer expresses interest, your team sends them a portal invite from inside the deal (from your CRM, or from Coreflow). The right NDA variation, the right vetting questions for the business type, automatically pre-set.
Buyer completes vetting and signs
The buyer answers the seven vetting categories in their own portal, then reviews and signs the NDA. No printing, no scanning, no email back and forth. If they don't complete it, automated reminders chase them, so your team doesn't have to.
Vendor approves, status flows everywhere
The vendor reviews the vetted, NDA-signed buyer and approves or declines. Sales particulars unlock only on approval. The signed NDA, vetting answers, and decision attach to the deal in your CRM. Your team sees every party's status live.
And because Coreflow is connected end-to-end, the portal isn't a standalone tool. It works with everything else you do: deal management, document storage, customer communications, and the rest of your stack.
What the portal vets.
Seven structured vetting categories, captured properly before any buyer sees a sales particular. No checkbox tokenism. Every category designed for business sales specifically, with answer formats that give you useful information, not just words on a screen.
Identity verification
Confirms the buyer is who they say they are, with personal contact details verified.
Buying intent and motivation
Why the buyer is looking to acquire now. Relocation, investment, expansion, or other reason.
Liquid funds position
Approximate liquid funds available today. Solely to understand buying position.
Funding strategy
Whether further finance is required. Business loan, commercial mortgage, asset finance, investor funding, and other paths.
Business experience
Current role, prior experience, industry background, relevant qualifications.
Timeline expectations
When the buyer is looking to complete an acquisition. Useful for prioritising follow-up.
Corporate proxy disclosure
Whether the buyer is enquiring as an individual or on behalf of a company or third party.
Each category uses an answer format designed for the question. Ranges where ranges work. Multi-select where it fits. Free text where context matters. Standardised so vendor decisions and broker follow-up actually have something to work with.
What it looks like for each party.
The portal is three coordinated experiences, one for each role in the deal. Each party sees what they need and nothing they don't.
For buyers
- One link to access. No account creation friction.
- Seven structured vetting questions, clear and quick
- NDA presented in the browser, ready to sign
- Automated reminders if signing isn't completed
- Signed copy stored automatically, no admin needed
- Sales particulars unlock immediately on vendor approval
For vendors
- See every vetted buyer interested in their business
- Review vetting answers before granting access
- Approve or decline who progresses, with full control
- Confidence that confidentiality is properly managed
- Professional first impression of you as their broker
- A reason to choose you over the next broker pitching
For your team
- One dashboard. Every deal, every party, every status, live
- Vetting answers visible alongside the NDA status
- Senior brokers stop being NDA admins
- Junior team handles volume with proper structure
- No more "where are we with that one" emails
- Status feeds your CRM, no manual updating
Vendor approval rights are particularly worth highlighting. Most broker tools don't give vendors a voice in who progresses. Coreflow does. When you're pitching for a new instruction, this is something competing brokers cannot offer.
In your wider workflow.
The portal isn't an island. Coreflow isn't another CRM, it's a business platform built for brokerages. Keep your existing CRM and connect the portal to it, or move onto the wider Coreflow platform when the time is right. Either way, it connects on day one.
Keep your CRM, or move to the platform
If your CRM works, we connect the portal to it. HubSpot, Pipedrive, Zoho, Salesforce, anything else. Vetting answers, NDA status, and vendor approval decisions feed directly into your deal records. If it doesn't, the portal sits inside the Coreflow business platform, built for brokerages from the ground up. The recommendation is made together.
Connected to your communications
Reminders, confirmations, approval notifications, and status updates flow through your existing email, SMS, and WhatsApp channels. Same branding, same tone. Buyers and vendors experience one coherent process, not five disconnected tools.
Built for audit and compliance
Every vetting answer, every NDA signature, every vendor approval decision, timestamped and stored against the deal. Searchable, exportable, defensible. Whether you need a single signed copy for compliance or a full audit trail of who saw what when, it's all there.
Connected to your next steps
Vetting and NDAs aren't the end. They're milestones in a longer process. Coreflow connects them to everything that follows: contracts, financial workflows, customer portals, deal progression. One continuous flow instead of disconnected stages.
Enterprise-grade portal architecture, built on Umbraco cloud hosting with proper security and audit foundations. The same standards as the platforms larger brokerages already trust, accessible to brokerages of any size.