data workflows
Collaborate with lenders and title contacts
Invite contacts to one deal, share files and request missing paperwork.
Open a deal conversation
In Deal Tracker, select a saved deal and choose Open deal conversation. Select Invite a contact and enter the lender, title contact or attorney's name, email and role. Check the email address before sending the invitation.
Join as an invited contact
Open the invitation link and request a verification code. Enter the code sent to the invited email address. You do not need a Lusara account. The invitation grants access only to that deal, and must first be accepted within seven days. A verified session lasts twelve hours; you can request a new code while your invitation remains active.
Shared messages and internal notes
Authorized members of the agent's organization and invited collaborators can read the shared conversation and its files, including earlier shared history. The agent can choose Internal note to write something for the organization only. Internal notes and their attachments are not visible to guests.
Existing internal Deal Tracker documents are not automatically shared. Only upload files you are authorized to disclose. Never include passwords, verification codes or unnecessary private information.
Files and document requests
Attach up to five PDF, JPEG or PNG files per message, with a maximum of 20 MiB per file. Encrypted PDFs are not supported. Wait for the security check to finish before sending. If a file is rejected, remove it and choose a supported file. A security check does not validate the contents of a document.
Either side can request paperwork. Share the requested file in a message, then mark the request complete. Completion records a participant's action; it does not confirm legal accuracy or replace the agent's review. Guests can cancel their own requests, and agents can resolve requests for the deal.
Notifications and access
Lusara emails invitations, verification codes and conversation updates. Open the link to read and reply inside Lusara. Replying directly to the notification email does not add a message to the conversation.
Agents can remove a contact's access under People on this deal. Existing messages remain in the deal history. Revocation cannot recall files already downloaded, and a download link already issued can remain usable for up to one minute. Leaving the inviting agent's organization or starting their account deletion also revokes their invitations.
If an invitation expires or access is removed, ask the agent to invite you again.
Still need help? Contact Lusara support.
