Overview
Lev's lender search experience combines market intelligence, lender profiles, and deal workflow data. The API entry point is the Lender Directory, which lets you search global lender records, inspect lender profiles, and retrieve active lending programs.
Use this guide when you want to:
- Build a searchable lender picker inside an internal CRM or deal portal
- Pre-qualify lenders by market, lender type, lending program, or known fit
- Turn lender matches into tracked placements on a deal
- Give an AI assistant or workflow engine enough structured context to recommend next actions
Search Flow
A typical lender search workflow uses three steps:
- Query
GET /api/external/v2/lenders/directorywith a lender name, state filter, pagination, and fields selection. - Fetch
GET /api/external/v2/lenders/{org_id}for the profiles you want to inspect in more detail. - Fetch
GET /api/external/v2/lenders/{org_id}/programswhen the workflow needs loan programs, capital source, size range, or sponsor-state fit.
curl -X GET "https://api.lev.com/api/external/v2/lenders/directory?name=JPMorgan&limit=10" \
-H "Authorization: Bearer YOUR_API_KEY"For deal-specific workflows, pair lender search with the deal's asset type, geography, requested loan amount, and existing lender list before showing recommendations to the user.
API Surfaces
| Surface | Endpoint | Use it for |
|---|---|---|
| Directory search | GET /api/external/v2/lenders/directory | Find lenders by name, state, page size, and field selection |
| Lender detail | GET /api/external/v2/lenders/{org_id} | Inspect a lender profile, aliases, domains, and embedded programs |
| Lending programs | GET /api/external/v2/lenders/{org_id}/programs | Compare program fit by loan type, size range, recourse, capital source, and geography |
| Placements | GET /api/external/v2/deals/{deal_id}/placements and related placement write routes | Track which matched lenders were added to a deal and how they responded |
The directory is global rather than account-scoped. Placement records are deal-scoped and represent the lenders your team is actively pursuing on a transaction.
Placement Handoff
After you identify the right lenders, use the Placements API to keep the search connected to pipeline execution. This lets your workflow preserve lender status, outreach state, notes, and downstream quote collection instead of treating search as a disconnected lookup.
For user-facing flows, show enough context before creating a placement:
- Lender name, location, lender type, and category
- Relevant programs and minimum or maximum loan amounts
- Why the lender appears to match the deal
- Whether the lender is already on the deal
Next Steps
- Read the full Lender Directory reference for request parameters and response objects.
- Use Placements to add matched lenders to a deal workflow.
- Use Term Sheets to capture quotes once lenders respond.
- See Add Lenders to a Deal for the product workflow that this API flow supports.