You can invite Borrowers to collaborate with you in Built on your Deal.
Note: Ensure that you have full access permission to the following permissions:
Deal Stakeholders - Deal Stakeholder Management
Step-by-Step Instructions:
Step 1: At the top-left of the page, click Portfolio.
Step 2: On the Portfolio page, click View or Deal ID for the deal that you want to update.
Step 3: On the left navigation menu, click Stakeholders.
Step 4: On the Stakeholders page, locate your Borrower Stakeholder in the External Stakeholders grid and click the Invite button.
Note:
Reference Adding a stakeholder to a deal to add a Contact to your Deal as a Borrower stakeholder.
Step 5: On the Invite Borrower modal, select the Deal Contact that you want to send the initial invitation email to.
Step 6: If you do not see the Deal Contact that you want, you can Create a new Individual Contact to use as the Deal Contact.
Note:
If you have previously invited this Borrower on other Deals, the Deal invitation will automatically send without needing to select a Deal Contact.
Step 7: Click the Invite button and a green success message will be displayed indicating that the Deal Invitation has been sent successfully.
Step 8: If this Borrower does not already exist in Built, the Deal Contact specified for the Borrower will receive an invitation email to join Built and to accept the Deal invitation.
Step 9: If this Borrower already exists in Built, all Users in the Borrower account will receive an invitation to accept the Deal invitation.