Getting Started
  • Start Guide
  • Setting Up Your Account
  • Creating Your First Deal
  • Select Lenders
  • Email Lenders
  • Use Vault
  • Use Memo
Deal Management
  • Creating Deals
  • Launching & Relaunching
  • Managing Deals
  • Quotes & Pricing
  • Lenders on Deals
    • Add a Connected Lender
    • Add Lender Contacts to Your Network and Deals
    • Update Lender Status
    • Share Deal Progress (MSR)
    • View Deal Room Documents (Lender)
  • Market Insights
Network & Outreach
  • Network Management
  • Email Integration
Vault
  • Understanding Vault
  • Uploading & Organizing
  • Sharing & Access
Memo
  • Creating a Memo
  • Editing Content
  • Layouts & Styling
  • Publishing & Sharing
Account & Resources
  • Accounts & Settings
  • Changelog
Actions
Help CenterDeal ManagementLenders on Deals

Lenders on Deals

Manage lender relationships within your deals - add contacts, update statuses, and share progress.

Add a Connected LenderAdd Lender Contacts to Your Network and DealsUpdate Lender StatusShare Deal Progress (MSR)View Deal Room Documents (Lender)
Back to Deal Management