Adding lenders is how you build your placement list — the group of lenders you plan to reach out to on a deal. Lev Match surfaces recommended lenders based on your deal parameters, and you can supplement those suggestions with lenders from your own network.
Before You Add Lenders
The lender match is driven by four core inputs from your deal setup: property location, asset type, loan type, and loan amount. These fields need to be complete before you can access your suggested lender list. If the Lenders step in your Suggested Next Steps checklist is grayed out, go back and complete Basic Deal Information and Loan Request Information first.
Once you add the first lender to your placement table, these four fields lock and cannot be edited without removing all lenders first. Make sure your deal parameters are finalized before you start building your list.
Finding Lenders
Suggested Lenders
The Suggested Lenders tab shows lenders that Lev Match has identified as a fit for your deal. These are ranked by relevance — lenders with active programs in your market, asset class, and loan type appear at the top. Each lender card shows key program details so you can quickly evaluate fit before adding them.
My Network
My Network contains lenders you've previously saved or worked with on the platform. If you have active relationships that are a good fit for a deal, pulling from My Network is the fastest way to add them.
Adding Lenders to Your Deal
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Click Add to Deal. On any lender card, click the Add to Deal button. The lender moves from the search list into your placement table.
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Browse multiple sources. You can add lenders from both the Suggested and My Network tabs — they all populate the same placement table.
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Review your placement table. Added lenders appear in the Outreach section of your deal, ready for you to launch outreach.
You don't need to finalize your full lender list before launching outreach. You can add lenders in batches and send outreach to each group separately, which lets you stage your campaign or prioritize certain lender types first.