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My client's application is getting declined or showing no green lender matches. What's going on?

Common reasons an application shows no lender matches and how to fix them.

Written by Kaylan Pepin

No matches usually means that, based on the data entered so far, none of the lenders on the platform fit this client's profile right now. That is useful information, not a dead end.

Click through the walkthrough above to see what a populated match list looks like, then work through the steps below.

  • 1. Check the application is filled in enough to match accurately. Geography, industry, revenue, time in business and funding purpose all drive the results.

  • 2. Ask the AI to explain why. If it is complete and still shows nothing, the AI can point at the criteria that missed.

  • 3. Talk to your client about what could change. Stronger financials or more business history can move a deal that is close today.

  • 4. Consider your own lenders. You can submit to your own external lenders if you believe there is a fit outside the marketplace.


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