Email is a powerful tool, but sometimes you need a quick back-and-forth with lenders, and that's where direct chat rooms come in. The direct chats allow you to discuss the context of a particular loan with your lenders.
To start a direct chat:
Click the chat icon in the top right
Select "Direct" from the chat room options
Click "View Your Lender Directory"
This will take you to your Capital Sources
Click the chat icon in the contact row
Type your message and click "Send"
The lender is notified via email, and browser
Note: you can, of course, go straight to the Capital Sources tab on the left sidebar menu to open up a direct chat. This circumvents clicking into the Chat tool to do this.