You can organize your non-lender relationships using the “Contacts” tab. You can create many contact types, including the borrower, lender legal, borrower counsel, environmental, appraisal, property condition engineer, leasing agent, property manager, asset manager, co-broker, equity investor, outside equity investor, insurance, platform partners, tax/municipal authorities.  

*Note: you can associate the borrower contacts with loans via the sponsor profile section of the loan request.

Add a new contact

To add a new contact:  

  1. Click “Contacts” in the left navigation panel

  2. Click “Add new contact”

  3. In the “Contact type” field you can choose multiple labels

  4. Enter: First Name, Last Name, Email, Company Name, Work phone, tags 

  5. Click “Add contact”

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