Yes. You can run a short term product and a longer term application for the same client at the same time. The platform supports it because you can run multiple deals for the same client.
Click through the walkthrough above to see how a second deal gets created against the same business.
So a client can take an MCA or a short term working capital product now while you work a longer term application in parallel. One caveat on the longer term side: SBA coverage on the platform is about three lenders live today, with more coming, so check what is actually matching before you promise a client a timeline.
For how brokers think about structuring the capital stack and sequencing products, see levr.ai. If you want a second opinion on a specific client's situation, email contact@levr.ai.
Related
What loan types does your lender network cover?. Shows the products available for each side of the stack.
How many lenders should I apply to at once?. Useful when you are running parallel submissions.
Can I pre-screen or pre-qualify a client before submitting so I don't waste lender relationships or my own time?. Confirms what the client can realistically qualify for first.
Ready to sign up?
It takes nothing to get started. Start here, or use one of these.
Talk with us now. Open the chat bubble in the corner of this page and someone will pick it up.
Email us. contact@levr.ai
Book a time. Grab a slot on Cohen's calendar and we will walk it through with you.