You control what your client sees. When you set up applications on a deal, each one can be set to Visible to the client or Only visible to your team, so you can keep your lender activity behind the scenes if you prefer a white-glove approach. Many brokers manage lender matching and submissions privately and only share progress with the client when they choose to. If you do want the client involved, you can make specific applications visible and they will see progress on those.
Can my client see which lenders I am working with, or is that hidden?
client-portal · NEW · Granola FAQ mining 2026-06-09
Written by Cohen Nagel