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Interactive· Salesforce

Lender Match

Enter a deal and watch every lender score it live: hard rules block, soft factors nudge, and the best fits rise to the top.

Lender MatchDemo · sample dataThe real one runs in Salesforce

Deal

Northside Bakery

Lena Ortiz · Austin, TX

Load a sample deal

The business

Clears 20 of 20 lender minimums

Clears 22 of 22 lender minimums

Clears 21 of 21 lender minimums

Bank statements

Clears 21 of 22 lender minimums

Clears 22 of 22 lender minimums

Clears 16 of 17 lender minimums

Within 22 of 22 lender limits

Within 22 of 22 lender limits

The ask

Under 21 of 22 lender caps

This would be a 1st position

Payment frequency

Don’t know a number? Clear it: a blank field isn’t scored.

Lender matches Live

15 of 22 lenders qualify · Showing the 5 strongest.

What’s holding this deal back

Copperline Capital

97% match.A tierQualifies
  • Passes: FICO 712 clears 625
  • Passes: Takes a 1st position
  • Passes: 48 months in business, needs 24
Max funding:
$350k
Term:
15 months
Payments:
Daily & weekly
Soft pull:
Yes

Meridian Oak Funding

97% match.A tierQualifies
  • Passes: FICO 712 clears 600
  • Passes: Takes a 1st position
  • Passes: 100% ownership clears 51%
Max funding:
$250k
Term:
12 months
Payments:
Daily & weekly
Soft pull:
No

Tamarack Bay Capital

97% match.A tierQualifies
  • Passes: FICO 712 clears 650
  • Passes: Takes a 1st position
  • Passes: 100% ownership clears 51%
Max funding:
$150k
Term:
12 months
Payments:
Weekly
Soft pull:
Yes

Riverbend Advance

97% match.B tierQualifies
  • Passes: FICO 712 clears 550
  • Passes: Takes a 1st position
  • Passes: 100% ownership clears 51%
Max funding:
$500k
Term:
12 months
Payments:
Daily & weekly
Soft pull:
No

Sable Creek Funding

97% match.B tierQualifies
  • Passes: FICO 712 clears 550
  • Passes: Takes a 1st position
  • Passes: 100% ownership clears 51%
Max funding:
$400k
Term:
12 months
Payments:
Weekly
Soft pull:
Yes

0 selected

About This Piece

A scoring engine for matching a business-funding deal to the lenders most likely to say yes.

  • Each lender’s criteria become rules: industries and states they won’t fund, minimum credit score, time in business and revenue, how many existing positions they’ll stack behind.
  • Hard rules block a lender outright; soft factors like deposits and average balance nudge the score.
  • Every lender comes back with a match score and the reasons behind it, best fits first.
  • Pick the lenders you want and the deal package is ready to send.

This demo uses made-up lenders and criteria.

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