Yes. Documents are not required to start a deal or to run a preliminary matchmaking. You can begin a deal, fill in what you know about the business, and still get a sense of which lenders might fit. Documents are what power AI autofill, so adding them later fills more of the application, but they are not a blocker to getting started.
Click through the walkthrough above to see a deal started from scratch, with no documents attached yet.
Related
Creating a Deal on the Platform. The full walkthrough for starting the deal you are about to open.
Can I pre-screen or pre-qualify a client before submitting so I don't waste lender relationships or my own time?. How to test a deal early before you chase paperwork.
What does the matchmaking questionnaire ask, and what happens if I skip questions?. What the AI uses for matching when no documents are attached yet.
How do I add more documents to a deal, and can I just drag and drop?. Adding files later once the client sends them.
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