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Can I pre-screen or pre-qualify a client before submitting so I don't waste lender relationships or my own time?

lender-matching · IMPROVES · Granola FAQ mining 2026-06-09

Written by Cohen Nagel

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 Levr does not pull credit at any stage; any credit pull is up to the individual lender and happens after submission, so pre-screening through Levr 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.

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