Gmail integration
Gmail threads, kept with the deal
Blue Orchid reads the Gmail labels your team picks, connects each lender and title thread to its deal, and drafts follow-ups when asked for your team to send
Access
What Blue Orchid does with Gmail.
It reads
- Threads under the labels or from the senders you choose during setup
- PDF attachments from known senders, such as payoff letters and title commitments
- Replies from lenders and title teams, so answered requests close out
- Who sent what and when, linked back to the original message
It never
- Send email
- Delete, archive or move a message
- Change labels, filters or forwarding rules
- Use your mail to train models
Ask the deal file
Questions Gmail can help answer.
Have we already sent them this document?
Which attachment has the revised estimate?
When did we last hear from the lender?
Which lender requests have we answered, and what did we send?
What closing date did the lender, escrow and broker each give?
Draft one follow-up asking the lender for everything still missing.
Works with
Other email and calendar sources.
FAQs
What teams ask about Gmail.
Explore the work
Teams that use this source.
See it on one of your deals.
We'll walk your IT team through Gmail access, then show the deal file on one of your deals.