No, not as one shared thread. There is no single conversation holding you, your client and the lender together. There are two separate threads and you sit in the middle of them.
Client messaging
You control how visible each deal is, so client involvement is your call. When you create a deal you can keep it visible only to your team or include the client. If you include them, they get their own portal access where they can:
See progress on the deal
Upload documents
Message you directly
Client messaging is a direct line between you and your client, separate from your lender communication.
Lender messaging
Lender conversation happens in the deal room, on a submitted application. That thread is yours and the lender's, so the client is not in the same conversation as the lender.
If you would rather keep the client out of it
You can work fully white-glove: manage everything yourself and loop the client in when you are ready.
Related
How do messages and notifications work inside the client portal?. How the client side of the conversation works day to day.
After I submit, how do I message the lender's rep inside the platform, and when does messaging open up?. The other half of the setup, your lender thread.
Can I track communication with external or outside lenders inside the platform too?. Keeping outside lender chat in the same record.
Can my client see which lenders I am working with, or is that hidden?. The visibility setting that decides how involved they are.
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