Think of a Business as your client record and a Deal as a financing request for that client. One business can have many deals over time.
If you are just adding a client to the system, create the business. If you are ready to pursue financing, use Create Deal, which lets you attach an existing business or add a new one on the spot and then walks you through matchmaking and applications. The deal flow can create or pull in the business for you, so starting with Create Deal usually saves a step.
Walkthrough
Click through the walkthrough above to see the create deal wizard, from searching for the business and selecting the client all the way to matchmaking.
Related
Creating a Deal on the Platform. Step by step through the deal flow once you have picked your starting point.
Can I pre-screen or pre-qualify a client before submitting so I don't waste lender relationships or my own time?. Useful if you want to test lender fit before committing to a deal.
How do I rename a business if the name is showing incorrectly?. Fix a business record you created in a hurry.
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