Related Stakeholders Enhancements in CLA

Overview

These platform enhancements simplify how lenders manage stakeholders and notifications within projects. With improved user selection and more inclusive notifications, these updates significantly reduce friction in setup and communication, supporting faster loan activation and collaboration.

Adding Related Stakeholders to a Loan Project

Description

Previously, when creating a new loan, lenders could only select users based on Primary Admin email addresses. This limited visibility and caused unnecessary support requests.

Now, lenders can search and assign users across all company names, primary email accounts, and admin accounts that exist in their contact ecosystem. This means more flexibility and fewer blockers during loan setup.

Step-by-Step Instructions:

1. Start creating a new loan from your dashboard.

2. In the Borrower Name or Primary Admin field, begin typing the name or email address.

3. The system will now display:

   1. Company names

   2. Primary email accounts

   3. Admin email accounts

4. Select the appropriate user or company and continue with project creation.

Note:

This enhancement resolves more than 50 support cases per month by improving visibility and flexibility during user selection.

Adding Existing Users to a Builder or Borrower Company

Description

Lenders can now add any existing user accounts—whether part of their own ecosystem or from

Built in general—to a company as additional users. Previously, the system blocked reuse of existing email accounts, which limited team collaboration.

Step-by-Step Instructions:

1. Navigate to the company record (Builder or Borrower).

2. Click + Add Additional User under the "Additional User Accounts" section.

3. Enter the existing email address of the user.

4. Click Save.

Note:

The system now permits re-adding users who exist elsewhere, supporting cross-project collaboration.

Notifications for Co-Borrowers / Co-Builders

Description

All Admin users (not just Primary Admins) will now receive the same notifications, ensuring no one misses key project updates. This reflects the shared context and permissions across admins within a company.

Step-by-Step Instructions:

1. When a triggering event occurs (e.g., draw declined, file shared, inspection completed), notifications will be sent to:

   1. Primary Admins

   2. All Admins (excluding read-only users)

2. Admin users will receive the same email notifications using the existing templates—no change in content, only in the recipient list.

3. Users can click into the notification email to access the related loan/project.

Note:

• These mirrored notifications have already received positive feedback from partners like U.S. Bank, who report improved visibility and reduced manual re-sending of emails.

• Events that trigger mirrored notifications include: Draw declined, Process transferred, Inspection rescheduled, Comment left by user, File shared, Loan maturity, Loan activation, and more.