Help Center for Brokers

The following guide will help you get up and running. If you have any questions, don’t hesitate to reach out via chat on our website or email.

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67 articles in this collection
Written by Masha Sharma, Kasen Wysong, Eniko Sveininger and 1 other

Getting Started

Update your User Profile

How to set up and update your account profile?

Written by Kasen Wysong
Updated over a week ago

Set up two-factor authentication for your RealAtom login

How to set up two-factor authentication (2FA) for your RealAtom login?

Written by Eniko Sveininger
Updated over a week ago

Supported Browsers

What browsers and devices can be used to access RealAtom

Written by Masha Sharma
Updated over a week ago

Capital Sources Directory

To set up your Capital Sources directory

The Capital Sources directory hosts information about your lenders and equity investors

Written by Masha Sharma
Updated over a week ago

Understanding the Lender Profile

Description of what the lender profile consists of

Written by Masha Sharma
Updated over a week ago

Tagging a Lender

How tagging a Capital Source works

Written by Masha Sharma
Updated over a week ago

Making a note in a lender’s profile

How to add and review notes in Capital Sources

Written by Masha Sharma
Updated over a week ago

Filtering your Capital Sources directory

How to filter the Capital Sources directory for lenders

Written by Masha Sharma
Updated over a week ago

Filtering for your Equity Investor list

How to filter for an equity investors list

Written by Masha Sharma
Updated over a week ago

Searching for Lenders in the Capital Sources Directory

How to find lenders from the Capital Sources directory

Written by Masha Sharma
Updated over a week ago

Lender Onboarding

How will my lenders be notified to use RealAtom?

Written by Kasen Wysong
Updated over a week ago

Archiving a Lender Contact

How to remove a lender from the Capital Sources directory

Written by Naim Tate
Updated over a week ago

Reviewing Lender Activity

How to find the most active lenders and review overall lender activity

Written by Naim Tate
Updated over a week ago

Contacts Directory

Add a new contact

How to add contacts to the directory

Written by Kasen Wysong
Updated over a week ago

Tag your contacts to stay organized

Learn how to add and remove tags from contacts

Written by Kasen Wysong
Updated over a week ago

How to add and review notes on contacts

Adding and reviewing a note for a contact

Written by Naim Tate
Updated over a week ago

How to search for contacts in the contacts directory

Search Contacts

Written by Naim Tate
Updated over a week ago

How to filter for a specific list of contacts

Filtering contacts

Written by Eniko Sveininger
Updated over a week ago

Create a Loan Request

How do I create a loan request?

Creating a loan package

Written by Kasen Wysong
Updated over a week ago

What do I need in order to create a loan request?

Requirements for a loan request

Written by Naim Tate
Updated over a week ago

How to set up desired terms?

Written by Naim Tate
Updated over a week ago

The Loan Overview

How to set up the loan overview and what's required.

Written by Naim Tate
Updated over a week ago

What's required in the Property Profile information?

Property Profile

Written by Kasen Wysong
Updated over a week ago

Documents and Media

How to add documents/media and how to request a signed confidentiality agreement

Written by Naim Tate
Updated over a week ago

Sponsor Profile (Optional)

How to add sponsor profile to the loan request

Written by Eniko Sveininger
Updated over a week ago

Sources and Uses (Optional)

How to add sources and uses information

Written by Kasen Wysong
Updated over a week ago

Market Info (Optional)

How to enhance the loan request with the information about the market

Written by Eniko Sveininger
Updated over a week ago

Executive Summary (Optional)

How to add more details about the loan request

Written by Eniko Sveininger
Updated over a week ago

Why can't I submit my loan request?

The percentage for a completed loan request

Written by Naim Tate
Updated over a week ago

Review Loan Request (Prior to Sending)

How can I review my loan request prior to sending it out to lenders

Written by Kasen Wysong
Updated over a week ago

Printing a Loan Request

How can I print my loan request to share with lenders offline

Written by Eniko Sveininger
Updated over a week ago

Send Loan Request to Lenders

How To Submit Loan Requests To My Lenders

How to submit loan requests to lenders from my capital sources directory

Written by Eniko Sveininger
Updated over a week ago

Send to RealAtom network lenders

How to send my loan request to a wider network of lenders

Written by Kasen Wysong
Updated over a week ago

The Pipeline

How is the loan process standardized on the platform?

Written by Naim Tate
Updated over a week ago

View Pipeline in a board view

How to view pipeline in a board view

Written by Eniko Sveininger
Updated over a week ago

Filter pipeline

How to filter the pipeline by different criteria?

Written by Kasen Wysong
Updated over a week ago

View the Pipeline Report

How to view a pipeline report

Written by Kasen Wysong
Updated over a week ago

Export the Pipeline report

How to export pipeline analytics

Written by Naim Tate
Updated over a week ago

Working with activity on loan requests

Questions

What to do when you get questions from a lender

Written by Eniko Sveininger
Updated over a week ago

Lender passing on a loan

We will notify you via email and on your dashboard when a lender has passed on the loan with a reason why

Written by Eniko Sveininger
Updated over a week ago

Document Requests

How to respond to a document request

Written by Naim Tate
Updated over a week ago

Lender Management

How to assess the loan transaction in terms of lender engagement

Written by Eniko Sveininger
Updated over a week ago

Sending out the loan package again

How to resend the loan package to a different group of lenders?

Written by Naim Tate
Updated over a week ago

Compare Quotes

How to compare offers/quotes?

Written by Kasen Wysong
Updated over a week ago

Using the Quotes page

How to view your portfolio-level analytics report on your "offer" page?

Written by Eniko Sveininger
Updated over a week ago

Negotiate Quotes

How to negotiate offers/quotes?

Written by Naim Tate
Updated over a week ago

Accessing Term Sheets

How to view, download, negotiate and discuss the term sheet with your lender?

Written by Eniko Sveininger
Updated over a week ago

Using a Deal Room

Written by Naim Tate
Updated over a week ago

Closing out loan requests

How to close close out loan requests in your pipeline

Written by Eniko Sveininger
Updated over a week ago

Understanding your dashboard

Welcome to the Dashboard

The dashboard includes analytics, notifications, and your loan requests

Written by Kasen Wysong
Updated over a week ago

Dashboard Notifications

The "Notifications" section on your dashboard shows all notifications relating to your loan requests

Written by Eniko Sveininger
Updated over a week ago

Using the Chat tool

Overview of the Chat tool

How to use the Chat tool, the 3 types of chat rooms, and "public" vs. "private" mode

Written by Naim Tate
Updated over a week ago

Loan-based Chat Rooms

The loan-based chat room allows you to negotiate, accept, and pass on offers via chat

Written by Eniko Sveininger
Updated over a week ago

Direct chat with lenders

How to start a direct chat with your lender?

Written by Naim Tate
Updated over a week ago

Share and review documents in chat

How to share and review documents in the chat room?

Written by Kasen Wysong
Updated over a week ago

Search chats

How to search in your chats by using keyword, company name or lender name?

Written by Kasen Wysong
Updated over a week ago

Working in a team

Adding a team member to the account

How to add a team member to your account?

Written by Eniko Sveininger
Updated over a week ago

Removing team members

How to remove an existing team member from your account?

Written by Eniko Sveininger
Updated over a week ago

Finding all loans by a team member

How to find the loans assigned to other team members?

Written by Naim Tate
Updated over a week ago

Chatting with team members

How to start a team chat, and how to create a group chat?

Written by Naim Tate
Updated over a week ago

Sharing quotes with team members

How to share an offer with your team members?

Written by Eniko Sveininger
Updated over a week ago

Leaving notes for teammates in chat rooms

How to add a team member inside a "team to team" thread, and how to tag a team member inside a "team to lender" thread?

Written by Eniko Sveininger
Updated over a week ago

Export your content and data

Exporting data

How to export a list of lenders

Written by Naim Tate
Updated over a week ago

Exporting the Quote Matrix

How to export offers and the quote matrix?

Written by Eniko Sveininger
Updated over a week ago

Exporting Analytics

How to export lender activity analytics report?

Written by Naim Tate
Updated over a week ago

Exporting Loan Requests as PDFs

How can I export a loan request to a PDF file?

Written by Eniko Sveininger
Updated over a week ago

Exporting the Pipeline Report

How to export the pipeline report?

Written by Kasen Wysong
Updated over a week ago