In all three cases the deal is packaged and tracked inside the platform. What changes is whether the lender is scored by the AI and how the deal is delivered.
Click through the walkthrough above to see the custom lender path, which is the one of the three you set up yourself.
Integrated lenders
These have a direct system connection to the platform, so they appear in AI matchmaking and you submit directly from the platform into their system.
Non-integrated network lenders
These still appear in matchmaking and receive a complete packaged application, but they may follow up for clarifications.
Custom or external lenders
These are lenders you add yourself. They do not run through matchmaking, and you reach them with a secure read-only external share link rather than a direct submit.
Related
What is a premier partner with direct API integration?. The deepest form of integrated lender connection.
How do I add my own custom lender that isn't on the platform, and how does it work?. The steps for the custom lender path described here.
What is the difference between automatic, hybrid, and manual submission?. How each lender type maps to a submission method.
Can I track communication with external or outside lenders inside the platform too?. Keeping records straight for the external path.
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