Once you submit a deal, the deal room becomes your hub for that submission, and for lenders who communicate through the platform you can message directly inside that deal room to ask questions, send clarifications, or discuss an offer. Messaging on a specific deal is tied to having submitted it, so the channel opens once the application is in front of the lender. Keeping the conversation in the portal means every message, document request, and update is tracked in one place instead of getting lost in email. Some lenders, especially non-integrated ones, may also follow up with you by email or phone, but either way you remain the point of contact and the lender works through you, not around you.
Related
How long do lenders usually take to respond, and what happens if one doesn't respond?. How long to wait before you chase a reply.
Can I track communication with external or outside lenders inside the platform too?. The equivalent for lenders you added yourself.
Will my client see the lender's name or be able to contact the lender directly and cut me out of the deal?. What your client can and cannot see of this thread.
Can I include my client in the messaging thread, or have all three of us, broker, client, and lender, in one place?. If you want the client in the conversation too.
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