Existing matches do not retroactively re-run. When a lender's criteria change, the matchmaking reflects that on future deals once the change is in the system.
Click through the walkthrough above to see the lender profile screen, which is where rates, minimums and criteria are displayed.
Lender criteria live in the platform. We update them when a lender tells us something has changed, or when a broker flags it. The AI matches against the criteria currently in the platform.
Because lenders can change terms on their end at any time, verify critical details like rates and minimums on the lender profile before you present them to a client.
If you spot a lender's information that looks out of date, email contact@levr.ai with the lender name and what you are seeing.
Related
Is there a single document or view that compares all the lenders' criteria so I don't have to open each profile?. Where to check current criteria across the network.
What do the green border (or checkmark) and red X next to each matched lender mean?. A criteria change is one reason an indicator flips.
Why was my deal a no with a lender I selected, or sent to lenders that weren't real matches?. What to do when a lender that used to fit no longer does.
How do I find out a specific lender's commission rate before I submit?. Commission is another figure worth checking before you quote.
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