Add internal comments
Internal comments let your team leave notes, log calls, and tag updates directly on any lead — without leaving the Leads page. Comments are visible only to your team, never to borrowers.
Add a comment
Find the Internal Comments column
On the Leads page, locate the Internal Comments column. Leads without comments show Add Comment in gray text.
Click on the comment cell
Click Add Comment (or the existing comment text) to open the full comments thread.
Type your comment
A comment panel opens showing the full conversation thread. Type your note in the text editor at the bottom. You can use rich text formatting and @mentions to tag team members — just type @ to see the list of available people.
Click Add Comment
Click the Add Comment button to post your note. The comment appears in the thread immediately, and the Leads table cell updates with a preview of your latest comment.
Comment features
- @Mentions — Type
@in the editor to mention a team member. They'll be notified of the comment. - Call logging — Use the Log Call dropdown to record a call status alongside your comment.
- Tags — Add tags to categorize your comments for easy reference later.
- Edit and delete — Click the three-dot menu (...) on any comment to edit or delete it. Edited comments show an (Edited) label.
Comments from mandate sources are read-only and cannot be edited or deleted.
How comments appear on the table
The Leads table shows a preview of the most recent comment in each cell, including:
- A truncated snippet of the comment text
- The timestamp (e.g., 01:35 PM, 03 Apr 2026)
- The author's name (e.g., by Jayprakash)
Hover over a comment cell to see the full text in a tooltip. Click to open the complete thread.
Use internal comments to track the progress of each lead — log calls, note next steps, and flag issues for your team.
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