The Lender Profile is a list of all your lender contacts. It is centered on helping you track, record, and communicate.
These are these are the components:
Contact Information - You initially set contact information when you are creating your lender directory. The lender can update their information once they create an account.
Lending Criteria - When lenders sign up, the system requires them to add their lending criteria. RealAtom works with lenders to keep this information up-to-date. You can customize these criteria by adding your own tags.
Tags - Tags are searchable labels you create to help organize and filter your contacts.
Notes - You can add and review notes that you or your team members have created.
Activities - these are the historic records of all actions your lender has done on the platform in relation to your loan requests.