Once you have logged into your lender profile on Lender Spotlight you will be able to start adding Loan Solutions.
Scroll down to either Residential, Construction, or Commercial Loan Solutions sections. Select the Add Loan Solution button inline with the loan solutions type.
How to Make Your Loan Solution Searchable
Loan Type and Loan Option
Select a loan option that you want to create a loan solution for. All the information you add on this page will relate to the loan option you select.
NOTE: You can create only one loan solution per loan option (e.g., one purchase 1st , one purchase 2nd, one refinance 1st, etc.)
Once you have completed and saved the details, you can duplicate it to save time on creating your another loan solution. After duplicating, simply update the loan option and change any relevant details (e.g., rates or fees).
Searching and Filtering
These parameters are what will allow brokers to search and filter for your loan solution, which will be displayed on the loan solution card. Scroll down to each section, and select property types, term range, loan amount range and occupancy type and check off or fill in the details.
In the location section make sure you check off all the various towns, cities and geographic regions that you lend in.
We've tried to provide a fairly exhaustive list of cities, towns and geographical regions for brokers to select but we can't list them all. We have however included areas you can select in every province. For example, a broker can select "rural" and your name as the lender will come up as an option. They also can select "other" so if the area the broker is looking for is not listed, then your name will also come up as an option.
If you'd like to appear in those searches, check off the option for each province where you lend.
Next fill in the Loan Solution Card section.
Provide Your Loan Solution's Details
Loan Solution Details
This final area is where you fill in all the details of the product . Loan solutions are organized and viewed by loan option. Your loan solution can present multiple products that exist under a loan option.
In this section you can enter information on the following:
LTV
GDS/TDS
Credit Score
Rate Info
Fee Details
Terms
Processing Times
Documentation
Amortization & Interest Only Details
Loan Amount
Open and Close Term Details
Property Types
Appraisal Info
Notes
Got through all the various sections and fill in the information as necessary. Remember to click on the Save button once done, or to save and come back later to complete.
You do have the ability to use some formatting elements that are available if you want to display your loan solution information clearly and orderly for brokers.
Any questions, please reach out by clicking on the live chat button in the bottom right. Alternatively you can email us at: support@lenderspotlight.ca






