Lenders and matching
How your deal gets matched to lenders, how to read the match results, and how to bring your own lenders with you.
By Kaylan1 author31 articles
- I want to be a capital advisor, not just an MCA broker. Does the platform support that?
- Can MCA or short term lending be used as a bridge to longer term financing?
- What if my client has existing debt? Can they still get approved?
- What loan types does your lender network cover?
- Using the lender directory
- Adding Your Own Lender: Complete Guide & FAQ
- Do you have the major banks like Chase, Wells Fargo, or RBC on the platform?
- Does the AI find the right lenders automatically, or do I pick them myself?
- There are 50+ lenders live today. Why do I see fewer on a given deal?
- If I adjust the funding amount or change the industry category, will more lenders match?
- Do I need an individual contract or agreement with each lender, or does the platform handle that?
- Can lenders pay to rank higher or get priority in the AI matching?
- Can I track communication with external or outside lenders inside the platform too?
- Is there a single document or view that compares all the lenders' criteria so I don't have to open each profile?
- How long do lenders usually take to respond, and what happens if one doesn't respond?
- How is your lender network different from the 300+ or 750+ lender platforms I already use?
- How do I get one of my lenders fully integrated, or request a new lender be added to the platform?
- What does the matchmaking questionnaire ask, and what happens if I skip questions?
- How do I add my own custom lender that isn't on the platform, and how does it work?
- After I submit, how do I message the lender's rep inside the platform, and when does messaging open up?
- Are the lender matches ranked by best fit, or is it just an alphabetical list?
- Why did I only get one or two lender matches for my deal? Is that a problem?
- What is the difference between an integrated lender and a custom or external lender in the workflow?
- What is a premier partner with direct API integration?
- What happens when a lender changes its criteria? Does the matching update automatically?
- What do the green border (or checkmark) and red X next to each matched lender mean?
- Will the AI match my deals to lenders I add myself, and do I keep the platform's automation benefits with them?
- Why was my deal a no with a lender I selected, or sent to lenders that weren't real matches?
- Should I be worried about a matched lender's bad online reviews, and is every lender legit?
- Does the platform handle mortgages?
- How many lenders should I apply to at once?