Yes, and we recommend it. Run matchmaking before you create a deal so you can see which lenders are likely to fit based on the client's profile, before investing time in a full application or touching any lender relationships. This also lets you set realistic expectations with the client up front. Note that the platform does not pull credit at any stage; any credit pull is up to the individual lender and happens after submission, so pre-screening through the platform does not put a mark on the client's report. If no lenders match, that itself is useful: it tells you the client may need to strengthen their profile before going to market.
Can I pre-screen or pre-qualify a client before submitting so I don't waste lender relationships or my own time?
How to check a client's eligibility before submitting to lenders.
Written by Kaylan Pepin