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A lender rep asked me to send deals straight to them instead of through the portal. Should I?

security-data · NEW · weekly mining 2026-09-07

Written by Cohen Nagel

We would encourage you to keep the submission inside the portal. When a deal goes out through the platform, the record of what was sent and when, your messaging with the lender, and your pipeline tracking all stay in one place. Submitting off-platform means that history is scattered across emails and texts, which makes it harder to follow later. Urgency, often around a month end, is the usual reason given for going direct, but you can still submit in the portal and message the lender's rep there. If a rep is pressing you to bypass the portal, you can email contact@levr.ai with the details and the team can take a look with you.

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