For lenders inside the platform's network, especially integrated ones, communication and status updates flow through the deal room so everything stays tracked in one place. When you work with an outside lender, you send them a secure read-only share link instead of submitting through the platform, and those recipients don't have an account on the platform, so the actual back-and-forth with them happens over your own email or phone. What the platform does track on external shares is the activity history, showing when the link was opened and when documents were viewed or downloaded, so you still have visibility into what the outside contact has done. For the cleanest, fully tracked experience, lean on in-network lenders and keep conversations in the portal whenever you can.
Related
Share Externally. How to create the link and read its activity history.
After I submit, how do I message the lender's rep inside the platform, and when does messaging open up?. The fully tracked version for in-network lenders.
How do I add my own custom lender that isn't on the platform, and how does it work?. Getting the outside lender onto the deal in the first place.
How do I get one of my lenders fully integrated, or request a new lender be added to the platform?. Move a lender you use often into full tracking.
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