Skip to main content

Lender Portal Guide

Your complete guide to using the MoneyMatcher lender dashboard.

Accessing the Portal​

URL: portal.moneymatcher.io/lender

Login​

  1. Enter your email address
  2. Enter your password
  3. Complete two-factor authentication
  4. Access your dashboard

Forgot Password?​

Click "Forgot Password" and enter your email. Reset link sent within 5 minutes.

Dashboard Overview​

SectionPurpose
DashboardOverview of activity and metrics
DealsView and manage matched deals
PipelineTrack deals in progress
MessagesCommunicate with borrowers/brokers
AnalyticsPerformance reports
SettingsBuy box, notifications, team

Dashboard Widgets​

WidgetDescription
New DealsDeals awaiting your review
Active QuotesPending borrower decisions
Pipeline ValueTotal in-progress volume
Monthly ClosingsFunded this month
PerformanceKey metrics vs. targets

Managing Deals​

Viewing New Deals​

  1. Click "Deals" in navigation
  2. Filter by status: "New"
  3. Review deal summaries
  4. Click to open full details

Deal Detail View​

Borrower Tab

  • Contact information
  • Entity details
  • Experience history
  • Financial summary

Property Tab

  • Address and photos
  • Property type and details
  • Valuation information
  • Rental income (if applicable)

Loan Request Tab

  • Requested amount
  • Loan type and term
  • LTV/LTC
  • Timeline

Documents Tab

  • Uploaded files
  • Download individual or all
  • Request additional docs

Quoting Deals​

Creating a Quote​

  1. Open deal detail
  2. Click "Create Quote"
  3. Enter your terms:
FieldDescription
Interest rateAnnual rate (e.g., 10.5%)
PointsOrigination fee (e.g., 2.0)
Loan amountWhat you'll lend
LTV/LTCPercentage of value/cost
TermLoan term (months/years)
PrepaymentAny penalties
ConditionsWhat you need to proceed
NotesAdditional comments
  1. Click "Send Quote"

Quote Templates​

Save time with templates:

  1. Settings → Quote Templates
  2. Create template with common terms
  3. Select template when quoting
  4. Customize as needed

Expiration​

Set quote expiration:

  • Default: 7 days
  • Customizable per quote
  • Auto-reminder before expiration

Pipeline Management​

Pipeline View​

Track all deals in progress:

StageDescription
QuotedAwaiting borrower decision
AppliedFormal application received
ProcessingDocuments under review
UnderwritingCredit analysis
ApprovedClear to close
ClosingScheduled to fund

Pipeline Actions​

ActionHow
Update statusClick deal → Change Status
Add notesClick deal → Notes → Add
Request docsClick deal → Documents → Request
MessageClick deal → Messages → Send

Pipeline Filters​

Filter by:

  • Status
  • Loan type
  • Loan amount
  • Submission date
  • Closing date
  • Account executive

Communication​

Messaging Borrowers/Brokers​

  1. Open deal
  2. Click "Messages" tab
  3. Type message
  4. Attach files if needed
  5. Click Send

Message Best Practices​

  • Respond within 24 hours
  • Be clear and specific
  • Include all needed info
  • Follow up if no response

Notification Settings​

Configure how you're notified:

NotificationOptions
New dealsInstant / Hourly / Daily
MessagesInstant / Hourly
Status changesInstant / Daily
Approaching deadlines3 days / 1 day / Same day

Document Management​

Viewing Documents​

  1. Open deal
  2. Click "Documents" tab
  3. View list of uploaded files
  4. Click to preview or download

Requesting Documents​

  1. Click "Request Documents"
  2. Select document type from list
  3. Add specific notes
  4. Set deadline (optional)
  5. Send request

Document Types​

TypeDescription
Purchase contractProperty acquisition agreement
Rent rollCurrent rental income
Bank statements2-12 months
Entity docsOperating agreement, EIN
InsuranceCurrent policy or quote
AppraisalValue assessment
InspectionProperty condition report
TitleCommitment or policy

Analytics & Reports​

Performance Dashboard​

MetricDescription
Deals receivedMatches sent to you
Quote rate% quoted
Win rate% of quotes funded
Avg deal sizeMean loan amount
Response timeTime to first action
Close rate% of matches that fund

Available Reports​

ReportContents
VolumeDeals by period, type, source
ConversionFunnel analysis
PipelineCurrent deals by stage
ClosingsFunded deals summary
CommissionEarnings tracking

Exporting Data​

Export any report to:

  • Excel (.xlsx)
  • CSV
  • PDF

Team Management​

Adding Team Members​

For organizations with multiple users:

  1. Settings → Team
  2. Click "Invite User"
  3. Enter email and select role
  4. User receives invitation

User Roles​

RolePermissions
AdminFull access, manage team, settings
Account ExecView/quote deals, manage pipeline
ProcessorUpdate deals, manage documents
AnalystView analytics, read-only deals

Activity Log​

Track team activity:

  • Who viewed what deals
  • Quotes created
  • Messages sent
  • Status updates made

Settings​

Buy Box Configuration​

Settings → Buy Box

See full guide →

Notification Preferences​

Settings → Notifications

  • Email frequency
  • Push notifications
  • Quiet hours
  • Event types

Integration Settings​

Settings → Integrations

  • API key management
  • Webhook configuration
  • LOS connection
  • CRM sync

Company Profile​

Settings → Company

  • Company information
  • Logo upload
  • Contact details
  • License information

Mobile Access​

Mobile Web​

The portal works on any device:

  • Responsive design
  • Full functionality
  • Touch-optimized

Mobile Features​

  • View new deals
  • Send quick quotes
  • Read messages
  • Update statuses
  • Receive push notifications

Getting Help​

In-App Support​

  • Click "?" icon for help articles
  • Search knowledge base
  • Submit support ticket

Contact Support​

Email: lender-support@moneymatcher.io
Phone: (888) 555-RATE ext. 3
Hours: Mon-Fri 8am-8pm EST

Training Resources​

  • Video tutorials in Help Center
  • Monthly webinars for new features
  • One-on-one training available

Keyboard Shortcuts​

ShortcutAction
NNew deals
PPipeline
MMessages
SSearch
?Help