Use Case 38
Work with buyers and brokers
Platform walkthrough
Learn from the actual platform screens and written steps, then perform the authorized actions in your own workspace. Actions explained in the video are not necessarily completed in the example.
Browse use cases for LenderStep-by-step guide
The same walkthrough in writing, with a screenshot for every step.
This walkthrough uses actual platform screens. Actions requiring an authorized user are explained for you to perform in your workspace.
1. Agree the collaboration need
Find the relevant accessible deal. Define task, side and required evidence before changes or invitations. Q&A captures explain an organiser’s fictional room.
2. Keep team discussion on the right side
In the permitted room, inspect Q&A → Team → Only your team can see. Check Open / Answered. This captured organiser room explains audience boundaries; no note is posted.
3. Prepare the shared question carefully
Inspect Q&A → Everyone → Everyone in this room can see. Use Ask to prepare a precise draft; posting requires the final Ask action. Review audience and wording. No question is posted.
4. Review the outcome and next step
Ask a specific question to the participant responsible for the evidence and verify the response. Keep internal assessment in the correct team audience and share only appropriate requests. An answered question is no finance commitment. Your institution’s approval process remains separate; the useful outcome is verified evidence and an agreed next step for the authorised funding review.
Common questions
Short answers to what people ask most about this part of the product.
Does discussing the pack commit funding?
No. Discussion supports preparation. Offers, approvals and commitments follow the lender’s separate authorised process.
How should I ask for missing finance evidence?
Name the exact item and reporting period, identify its authorised supplier and choose the appropriate Q&A audience. Review the response without treating discussion as credit approval.
Why are the shown controls in English?
These real platform captures use English labels. Italian narration and instructions retain them so you can identify the exact shown controls.
Video transcript
The buyer and broker need to clarify a funding evidence gap with you. Find the permitted deal and confirm your side before a discussion. Define the missing item and purpose. The room’s Team and Everyone controls help you decide which notes stay internal and which evidence question belongs with the authorised room participants. In the room’s Q and A, Team is labelled Only your team can see. Use that audience for internal review rather than assuming every discussion belongs with all participants. Open and Answered help distinguish unresolved questions from responses. Visibility is controlled by room membership and permissions. Check which team and room you are in before adding a note; this demonstration posts nothing. Everyone is labelled Everyone in this room can see; it is room-visible, not public on the website. Use a specific evidence question that those permitted participants can answer. Ask opens a draft and the posting control submits it, so review the audience and wording first. Keep private team commentary out of shared questions. Ask a specific question to the participant responsible for the evidence and verify the response. Keep internal assessment in the correct team audience and share only appropriate requests. An answered question is no finance commitment. Your institution’s approval process remains separate; the useful outcome is verified evidence and an agreed next step for the authorised funding review.
Watch the video, or follow the written steps below. Both cover the same walkthrough.