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Fundmate Shopping Manual

Set up your lender rankings, then shop any deal in seconds.
1 · Lender Criteria
2 · Lender Priority
3 · State Rules
4 · Base Tiers
Find & Shop
Lender Priority — ranking progress
0% complete
0 / 48 variations covered
0 variations overridden
0 lenders in system
Click Rank on any list, drag the lenders into your submission order, and it checks off automatically. Bad-credit and bad-industry deals reuse these orders, filtered — so these 12 lists cover everything.
A check = the lender accepts that deal type in that rulebook. Saves automatically.
Check a state to disqualify that lender for deals in that state — they get kicked out of the Find & Shop results when that state is picked.
High rev and Low rev have their own base order — switch with the toggle above. Drag a lender to reorder within its tier (or drop it on a tier header to move tiers); buttons 1–6 also move tiers. This is the base for every variation you haven’t overridden, and it changes with the deal’s revenue.
← Back to Lender Priority
OVERRIDESpecial — ignores the deal profile above
0 lenders for this deal
Submission order — who to send to first. Set in Lender Priority.