Who this article is for
Real estate agents, buyer agents and vendors who want to share Cohabit building information to support open, transparent and efficient sales campaigns.
What this article covers
What sharing includes
Who you can share with
How to send secure access
How sharing helps during a sale
Best practices for agents
Why share a building profile?
Sharing a building profile allows buyers and their advisors to access:
Health Score
Building Snapshot
Compliance & renewals
Insurance information
Uploaded building documents
Expert Reports (if available)
Key risks and strengths
This transparency helps:
Build trust
Reduce uncertainty
Speed up due diligence
Prevent last-minute surprises
Support smoother negotiation and contract exchange
What’s included when you share a building profile
Recipients will be able to view:
Building information and key details
Health Score
Compliance and renewals
Insurance documentation
Valuations and financial indicators
Expert Reports (when present)
All building-related documents added to the Files section
Sharing is view-only — recipients cannot change or upload anything.
Who you can share with
You can share the building profile with up to 3 people, including:
Prospective buyers
Buyer agents
Conveyancers and solicitors
Partners or co-buyers
Financial advisors
Family members helping with the decision
Recipients do not need a Cohabit account — they access via a secure link.
How to share a building profile
Follow these steps during a sales campaign:
Step 1 — Open the building
Log in to Cohabit.
Select the building from your dashboard or My Buildings.
Open the Building Snapshot.
Step 2 — Open the share panel
Look for the Share building profile button.
This opens a panel showing your current sharing status.
Step 3 — Add recipients
Enter the email address of the person you want to share access with.
(Optional) Add a short message to explain the context (e.g., “Here are the building details for 12 Example St.”).
Repeat for up to three total recipients.
Step 4 — Confirm what you’re sharing
The sharing panel will summarise:
That the access is view-only
What information the recipient can see
How long access remains active
This ensures you know exactly what is being shared.
Step 5 — Send the invite
Click Share or Send Invite.
Recipients will receive an email with a secure link to view the profile.
Managing access
At any time, you can:
See who currently has access
Remove an individual’s access
Replace a recipient with another person
If a contract falls through or someone no longer needs access, you can instantly revoke permissions.
How sharing helps during a sales campaign
✔ Speeds up due diligence
Buyers and conveyancers get documents immediately.
✔ Improves trust
Sharing building information shows transparency and confidence.
✔ Reduces repeat questions
Everything is kept in one place — no more emailing PDFs.
✔ Helps serious buyers move faster
Clearer building information encourages faster decision-making.
✔ Aligns all parties
The buyer, agent, conveyancer and lenders can all review the same information.
Best practices for agents
💡 Share early in the campaign
Early access helps buyers feel informed and reduces drop-off.
💡 Reference the Health Score when explaining building condition
Use it as the starting point for open home conversations.
💡 Pair the profile with an Expert Report where available
This provides buyers with professional context.
💡 Revoke access when a contract falls through
Maintain control over who sees information.
FAQs
Do buyers need a Cohabit account?
Yes — they will be required to sign up to see any Cohabit building profiles shared with them.
Does sharing show personal details?
No personal owner details are shared — only building information.
Can I share with more than three people?
No — but you can remove and replace recipients as needed.
Can I share the profile for multiple buildings?
Yes — simply repeat the steps per building.