Loop teammates into conversations

Masha Sharma

As you know, chats with lenders is one of the most popular features on the platform. You can chat at any time, in real time with a lender regarding any transaction. A new addition to the chats is an option to involve your teammates in a discussion regarding any conversations with lenders. Imagine a real-life situation, you get an email from a lender with a quote, forward it to your boss or a colleague to get their opinion. Once you discuss the quote with the team member you email back to the lender. Now you can do it all in the same chat. Have ALL your communications recorded in one place for any future references.

Where to do it: when you are in the chat with a lender,  you can involve an internal team member by switching to “Team to Team” chat and @mention any one of your teammates so they get notified straight away and directed to that conversation.

Mentions are perfect for getting answers from the right people, fast.

Another new feature in chats is a “Team” chat. This where your team can quickly discuss anything and everything about your transactions in real-time. Team chats are not be seen outside of your organization.

The last feature in the chats is an ability to have a private chat room with a teammate or several of them, now you can create individual chat groups with any team composition. One on one, one and two, one and 5, you and your boss, etc  No one outside any individual group will be able to see the correspondence in the group, you can discuss your bonus with your boss and be sure that no one will have access to the conversation but you will have it on the recond.

 

If you’re ready to review new features, log in to your account and get started. Or if you’re new to RealAtom, talk to our Sales team and see how you can streamline your CRE loan portfolio and process.

 

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