Fields required for matching & submission

When a user creates a new lead, they will need to answer a minimum number of questions in order to generate a lender match for a scenario. Furthermore, if the user wants to submit this deal via Lend to a lenders platform, they will need to answer additional questions.

These questions differ depending on the product type, as different product types will require specific information in order for the system to generate a lender match or even submit the deal via Lend to a lender using API.

• How to access required fields for matching questions:

At any point in time, users can access the lead sidebar to see what fields are required for matching purposes.

Once you have clicked on the lead sidebar as per the screenshot above, you will then see a sidebar that outlines the required fields for matching. These will be shown in red, and as such, you will be able to click on these fields to answer them to move on to quoting.

• How to access fields required for API submission

You will need to go to the Lenders & Pricing page, and once you have arrived at this page, you will see two logos outlining how many fields are missing. The checklist logo is for the required fields for matching, whereas the paper plane logo shows all the fields required for submission.

Once you click on one of these respective logos, the system will outline the fields that still need to be completed, similar to the initial screenshot shared.