You can submit to several lenders at the same time. Once your client's master application is complete, you select your matched lenders and the platform creates a deal room for each one, carrying the same data into every lender's application.
Click through the walkthrough above to see the match list and how you pick from it.
As a best practice, we suggest starting with your top 2 to 3 matches rather than sending to every lender at once. That keeps your lender relationships strong and makes it easier to compare the offers that come back.
You can go back and submit to more matches later if you want additional options. Worth knowing before you widen the batch: a submitted deal cannot be unsent. The lender already has a copy, exactly as if you'd emailed it. That is the real reason to start narrow.
Related
Are the lender matches ranked by best fit, or is it just an alphabetical list?. Tells you which matches belong in that first batch.
How long do lenders usually take to respond, and what happens if one doesn't respond?. Sets your timing before you widen the batch.
Why did I only get one or two lender matches for my deal? Is that a problem?. Read this if your shortlist is shorter than you expected.
I submitted the same deal twice, or submitted to the wrong lender. How do I fix it?. The fix if a submission goes somewhere you did not intend.
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