Lender criteria live in the platform and are kept current by our team, so when a lender updates a requirement, the matchmaking reflects it on future deals once that change is in the system. Because terms can shift, the AI always pulls from the latest data we have, but you should still verify critical details like rates and minimums before presenting them to a client, since lenders can change terms on their end. If you ever spot a lender's information that looks out of date, let us know and we will update it, since we continuously maintain the lender profiles.
What happens when a lender changes its criteria? Does the matching update automatically?
How lender matching updates when a lender changes its criteria.
Written by Kaylan Pepin