Professionals, lender and intakes

A closing is not done by one person. The lead record has three tabs for people outside your team, and each does something different.

Parties: the closing professionals

The lead's "Parties" tab is titled "Closing Professionals" and links the closing professionals who already have a Galilei Hub account and are connected to your brokerage: today, the title attorney and the transaction coordinator. The picker doesn't offer roles, it offers the connected people, each with their role beside them. If it comes up empty, it is not a bug: no professional is connected to your brokerage yet.

This is not decorative, and it is why doing it early pays: to share a Vault document with one of these professionals, they have to be linked to this record. Without the link, the platform will not share. The broker, the agency admin or the assigned agent can link them. The lender does not come in through here: you share the lead from their own tab, and Vault documents are not shared with them.

Lender

The lender gets its own tab, apart from the closing professionals, because its work with the lead is different: you share the client, they accept or reject, and from there they work the pre-qualification and share the estimate for the client. If they reject, the tab says so and you can try another.

Everything the lender sees on their side (their portfolio, their pipeline, the co-branded loan estimate) is in the Lender portal course. Only one thing matters here: share the lead early, because financing is the loss reason that most often arrives late.

Intakes

The "Intakes" tab sends the client a form so they fill in what you do not have: details, documents, preferences. It can be sent for the whole lead or for one transaction, and what they answer lands in the record without anyone copying it by hand.

How an intake is built, what fields it takes and how it chains into a workflow is in the Workflows and intakes course. From here all you do is send it and see whether they answered.