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: 

  1. Click the chat icon in the top right

  2. Select "Direct" from the chat room options

  3. Click "View Your Lender Directory"

  4. This will take you to your Capital Sources

  5. Click the chat icon in the contact row

  6. Type your message and click "Send"

  7. 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.

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