Should I practice with a mock deal before I go live, and will it cause problems?

Practicing is a great idea, and the cleanest way is to use a real deal you already have documents for as your first test case, since it lets you see AI Auto-Fill, matchmaking, and the application flow on familiar data. Be thoughtful about submitting purely fake mock deals to live lenders, since real submissions go to real lender systems. A good approach is to build the deal and run matchmaking to learn the workflow, and lean on your onboarding session, where our team walks through your first deal with you live. Training and onboarding deals are excluded from pipeline cleanup.