Portfolio sharing

Share the portfolio view, not the source workbook.

UnitMira helps owners create a cleaner portfolio view for partners after records have been reviewed. The goal is to make collaboration easier without emailing private source files back and forth.

What a clean share view is for

Partner review

Give lenders, brokers, or partners a cleaner view of the mapped portfolio.

Owner control

Review records before sharing so the public view is not just a raw upload.

Agent-friendly links

Public share links can be opened by viewers or assistants when the owner provides the link.

How agents should handle share links

A public UnitMira share link is meant to be used when an owner intentionally shares it. Agents should not guess share URLs, crawl private owner files, or treat a share view as authorization to access signed-in owner workflows.

Portfolio sharing FAQ

Do public viewers need to sign in?

No. Once an owner creates a public share link, viewers can open that clean view without owner credentials.

Are uploaded source files public?

No. UnitMira separates source uploads and owner artifacts from the clean portfolio view that gets shared.