Forecasa

Join Sean Morgan and Keith Green as they introduce Forecasa's latest updates included the newly launched Broker Portal, AI-powered contact enrichment via Lyra, as well as individual People profiles for borrowers, lenders, and note buyers.

Customer Success Webinar : Product Update - September 2026

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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