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Does the AI find the right lenders automatically, or do I pick them myself?

How the AI narrows the lender field and where your own judgement takes over.

Written by Kaylan Pepin

Both.

Once your application has enough detail for matching to run, the AI screens the deal against the network and surfaces the lenders that fit, ranked, with a reason shown alongside each match. See the matchmaking questionnaire article below for what it needs before it can run.

Click through the walkthrough above to see matching run, then read on for the part you control.

You stay in control of the final call. You review the matched lenders and select which ones to actually submit to, and you can select several at once. You are not locked into the AI's picks, so if you have a reason to pursue a particular lender, you can. The AI narrows the field; you make the decision.


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