Product Jul 5, 2019

An easy way to search through past conversations in chat

As you know one of the really cool and popular features on the platform is a real-time chat.  Brokers and lenders request and share a lot of information in chat messages. 

Now, we made it really easy for our users to look back and find a request from a lender, or a file that was sent. You can search the content of your chats by simply searching by loan name, property name, lender name, even a company name or just a keyword.

After tapping on the search icon, you’ll be able to type in a keyword and see your message history where that keyword was used.  As you remember, our chat feature has multiple types of conversations, including direct broker-lender chats and loan-based chats (conversations focused on a specific transaction). Select a conversation in order to search for the files you have shared or files that were shared with you.


Chats are searched by the name of the participant, company name, loan name, file name as well as by any keyword that was used in the exchange.  With the new capability to search chats, you can review your conversations to find information that you need, when you need it.


More articles

Leadership and Innovation in Commercial Real Estate – Four Powerful Women Leading the Charge

Like many industries that have put more women in charge, the commercial real estate industry benefits from an increasing number of female leaders. Their strong interpersonal skills, adaptability, and openness to innovation have led to greater productivity and efficiency in...

Continue reading

Switch from your personal pipeline & analytics to view team content

We are always looking to improve the user experience, and with our new “Switch Accounts” feature, you can now see what your team members are up to. As a user, you will be able to see how the dashboard and...

Continue reading

Manage equity investors via your new capital sources directory

The capital sources directory now hosts information about your equity partners in addition to your lenders. This way you can easily choose from those sources those that do either equity or debt or both. You can still send loan requests...

Continue reading

Ready to get started?

Get in touch to create account

RealAtom - Automate your loan process, delight your lenders | Product Hunt Embed