How do lenders ask questions or for documents?

As investors do: from a document, on their Questions tab, or by asking for a document that isn't there. Their questions and requests arrive on your Questions page with everyone else's, a question marked with the lender's name, and the email your team gets about a question says which lender it's from. Reply, or answer a request, as you would for an investor (see how do I reply? and document requests).

If Ask the data room is on, lenders can use it too, with answers only from the documents they can open. The general answers you share with every investor are never shown to lenders.