The best comparison tool is the matchmaking itself plus the AI, rather than one static document. Each lender profile shows that lender's products, terms, funding speed, eligibility requirements, and your commission, and you can browse them anytime without a deal open. To compare across lenders for a specific client, run matchmaking and the system lays out the qualified lenders side by side with the reason each fits. You can also ask the AI things like which lender is the strongest fit or which has the lowest minimum, and it will pull the criteria from real data and break it down for you.
Is there a single document or view that compares all the lenders' criteria so I don't have to open each profile?
How to compare lender criteria side by side without opening each profile.
Written by Kaylan Pepin