Lender IQ
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Platform BrokerOS v2.0
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All
T1
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Has Matrices
Has Uploaded Matrices
Loan Type
QM / Conv
Non-QM
FHA
VA
ITIN
DPA / Grants
DPA / Grant Programs
Niche Products
Renovation
Construction
2nds / HELOC
Bridge
Land
Foreign National
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Update Lender List
Excel (.xlsx) or CSV - saved to your account
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How do I export my list from Haystack?
Expected columns
LenderAE Name
EmailPhone
TierBroker/Corr
QMNon-QM
FHAVA
DPAEPO Policy
Elevator Pitch
📄
Select your lender list file
Excel (.xlsx / .xls) or CSV
Excel (.xlsx / .xls) or CSV
Your lender list is private. Only you can see it.
Bulk Upload Matrices
Select your PDFs, then assign each one to a lender - shared with all LOs on your platform
📁
Drag & drop multiple PDF files here
or click to browse
All files must be PDF format
or click to browse
All files must be PDF format
Matrices are shared globally - all LOs on your platform can view them. Only you (the admin) can upload or replace them.
Request Updated Matrix
Pre-filled email to your AE - edit as needed before sending
To (AE Email)
Subject
Message
Lender Notes
Saved locally on this device
Notes are stored in your browser. Cloud sync coming soon.
Scenario Desk - inside Lender IQ
Analyzing lenders...
Loan Details
Loan Type
Loan Purpose
FICO Score
Units
Loan Amount ($)
LTV (%)
State
Property & Borrower
Occupancy
Property Type
Doc Type
DSCR Details
DSCR Ratio
Rental Type
Borrower Flags
Lenders with uploaded matrices get AI-powered analysis.
Others matched on product flags only. Results are cached for speed.
Others matched on product flags only. Results are cached for speed.
🎯
Scenario Desk
Enter your loan scenario and click Run Match to see which lenders can do this deal - AI reads your uploaded matrices for accurate results.
Change Matrix Type
Select the correct matrix type
Matrix Type
✉ Scenario Email Blast
Compose a scenario inquiry to selected AEs
No AEs selected
Required Info
Loan Type
Loan Purpose
FICO Score
Property Value ($)
Loan Amount ($)
LTV (%)
State
Occupancy
Property Type
Doc Type
Units
Optional Flags
Additional Notes (optional)
✨ Coming Soon: AI-powered Scenario Desk will pre-screen these lenders before you send - showing who can likely do the loan before you reach out.