ℹ Disclaimer: We do our best to keep lender information current. Matrix information and terms may change at any time—if you have an updated matrix, please upload it to replace the existing version. Always confirm current availability, terms, and guidelines directly with the account executive.
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Custom Lender List
Upload your own list to override the pre-loaded EASE lenders
Column format
Only Lender is required — the parser recognizes 24 columns for AE contact info, loan programs, and pricing. Download the template to get the exact headers.
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Select your lender list file 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
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Drag & drop multiple PDF files here 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 ($)
LTV (%)
State
Property & Borrower
Occupancy
Property Type
Doc Type
DSCR Details
DSCR Ratio
Rental Type
Borrower Flags
Lenders with uploaded matrices get AI-powered analysis. Others matched on product flags only. Results are cached for speed.
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Scenario Desk
Enter your loan scenario and click Run Match to see which lenders can do this deal - AI reads your uploaded matrices for accurate results.
Change Matrix Type
Select the correct matrix type
Matrix Type
✉ Scenario Email Blast
Compose a scenario inquiry to selected AEs
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Required Info
Loan Type
Loan Purpose
FICO Score
Property Value ($)
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.
+ Add a Lender
Add a lender to your own list, or flag one EASE is missing