Chat with stakeholders

Each loan request has associated with it a chat system. The chat system takes into consideration all the participants of a loan request and splits them into multiple channels.

Channels

• By default an application has a # General channel in which communication with the client occurs.

• When there are multiple participants in the loan application, channels 1 to 1 with each individual client are also created.

• # Legal - This is the channel in which the bank speaks directly to the notary assigned by the client

• # Architect - This channnel is used to communicate directly either with the bank appointed architect or the client appointed architect.

Submitting messages in a channel

• click on the chat input box at the very bottom
• Type your message. You can format your messages by pressing the / hotkey. This will bring up a menu to select the heading types, bullets and other formatting
• Press the send button or press shift+ENTER shortcut

Creating a new channel Coming Soon

Bank agents can create additional channels

• To create a new channel press the Add Channel button
• Select the participants from either the current list of participants, or internal team users.
• Press Create

The participants are now added into a secure channel