Lenders you add yourself do not run through the AI matchmaking, because matchmaking only scores deals against integrated network lenders whose criteria we have built in.
Click through the walkthrough above to see the custom lender workflow end to end.
You do keep most of the platform's benefits with a custom lender. The deal is still packaged for you, the application and documents are organised in the deal room, and you can track and message from inside the platform.
The main difference is delivery. Instead of the Submit action used for integrated lenders, you reach a custom lender through the external Share link. You keep the autofill, packaging, and tracking, and you hand off via share rather than a direct system connection.
If you want that lender in the matching properly, see the integration article below.
Related
How do I add my own custom lender that isn't on the platform, and how does it work?. The step-by-step for getting your lender onto a deal.
What is the difference between an integrated lender and a custom or external lender in the workflow?. Lays out the two submission paths side by side.
Can I track communication with external or outside lenders inside the platform too?. How to keep the paper trail for a lender you added.
How do I get one of my lenders fully integrated, or request a new lender be added to the platform?. The route to getting your lender into the matching.
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