The portal has a Messages section that gives your client a direct line to you, and you can reply through the same in-platform messaging.
Click through the walkthrough above to see the client side of the portal, including where Messages sits.
When a new message comes in, both sides get an in-app notification and an email alert, so a message still reaches you when you are not logged in.
Keeping conversations inside the portal also keeps the full deal history in one place rather than scattered across email and text.
If you want notifications turned down, redirected to a different address, or sent to more than one person on your team, email contact@levr.ai and we will tell you what is possible on your portal.
Related
Can I include my client in the messaging thread, or have all three of us, broker, client, and lender, in one place?. How client and lender threads are kept apart.
Will I get notified when a new business signs up or submits a deal to me, or when a client uploads a document?. The other alerts you get from client activity.
Client Portal Walkthrough. Where Messages sits in the rest of the client portal.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.