A lender shows as a no when the deal misses one of their hard requirements: the loan amount exceeding their maximum, too little time in business, revenue below threshold, or an industry or geography they do not serve.
Click through the walkthrough above to see the qualified and not-qualified indicators in the match list.
Why you could submit anyway
If you manually selected a lender who was not a green match, the system lets you submit, but the lender can still decline on their own review. It is usually best to submit only to lenders showing a qualified match.
What to do next
Ask the AI why a given lender did not fit. It can usually point at the criteria that missed. If it is a single fixable factor like time in business, you can revisit that lender later once the client's profile changes.
Related
What do the green border (or checkmark) and red X next to each matched lender mean?. Read the indicators before you submit, not after.
If I adjust the funding amount or change the industry category, will more lenders match?. Useful when the miss is a single fixable number.
My client's application is getting declined or showing no green lender matches. What's going on?. The troubleshooting path when every lender comes back a no.
Which documents are required versus just suggested for a submission?. A thin document package weakens the file a lender reviews.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.