Outlook integration
Outlook mail, sorted by deal
Blue Orchid reads the Outlook folders and senders you pick, pulls dates and requests into the deal file, and keeps a source link to each message
Access
What Blue Orchid does with Outlook.
It reads
- Mail in the folders or from the senders your team chooses
- PDF attachments from known senders, with each fact cited to its message
- Dates and requests from lenders, title teams and contractors
- Senders, recipients and timestamps, so you can see who knew what and when
It never
- Send mail on anyone's behalf
- Delete, flag or move a message
- Create Outlook rules or change mailbox settings
- Train models on your mail
Ask the deal file
Questions Outlook can help answer.
Did the title team send the revised commitment yet?
What has the broker told different people on our team?
What did the city ask for, who owns the reply and what did we submit?
Which tasks are waiting on someone outside the company?
Are Acme, Acme Holdings and this email domain the same company?
Which of our contacts have changed roles or companies?
Works with
Other email and calendar sources.
FAQs
What teams ask about Outlook.
Explore the work
Teams that use this source.
See it on one of your deals.
We'll walk your IT team through Outlook access, then show the deal file on one of your deals.