Scenario Finder

Find the Right Lender in Seconds

Upload your lender product guides. Type a loan scenario in plain English. ChosenCRM tells you exactly which lenders can fund it — instantly.

app.chosencrm.com/lenders
ChosenCRM Scenario Finder — AI-powered lender matching

Why Loan Officers Love This

Upload Lender Guides

Drop in rate sheets and product guides from every lender you work with. ChosenCRM parses and indexes them automatically with AI.

Describe the Scenario

Type the borrower details — credit score, DTI, LTV, property type. Describe it like you'd post in a Facebook group. No complex forms.

Instant Lender Matches

See which lenders can fund that exact scenario. Ranked by fit, with specific product names and guideline references.

Never Miss an Option

Stop calling account reps to check. The system knows every product across every lender — and finds options you would have missed.

How Loan Officers Use This

01

Tough Scenario Rescue

680 FICO, self-employed, bank statement program — you'd normally call 5 AEs. Type the scenario and get 3 matching lenders with product names in 10 seconds.

02

Rate Shopping for Borrowers

Borrower asks 'Can you beat 6.5%?' — type the scenario, see all qualifying products sorted by rate, and give them an instant answer on the call.

03

Onboard New Lender Partners

When a new lender gives you their product guide, upload it. Every future scenario search now automatically includes their products.

Ready to See It in Action?

Book a personalized demo and we'll show you exactly how this works with your pipeline.

Book a Demo