Every conversation, on the deal.
Each conversation sits on the deal it belongs to - threaded with full history, read and unread states, and the other side's average response time.
Included on every plan.
Talk on the deal, not in email.
Attach documents in the thread, start a Zoom call in one click, or open the related quote - all without leaving the conversation.
Threaded per deal
Every message attached to the deal it belongs to, with full history.
Docs and Zoom in the thread
Send documents inside the conversation, or start a Zoom call in one click.
Nothing waits unread
Email notifications and read states so nothing slips.
Messages & Inbox questions
On the deal - threaded per deal with the full history, so nothing scatters across inboxes.
Yes. Attach documents right in the thread, and open the related quote or start a Zoom call without leaving it.
Yes. Email notifications and unread states keep new messages from waiting.
Messaging and the deal inbox are included on every plan.
Keep it on the deal
Every lender conversation, threaded on the deal instead of lost in email.
I am aBasic plan, $0. No credit card, no commissions.