Commercial lenders get matched to deals by defining a lending box: the products, asset types, geography, loan size, and property uses they are willing to fund. On Finance Lobby, a lender sets those preferences once, and deals that fit start landing in their inbox. No buying lead lists. No scanning deals that were never a fit.


Most lenders still find deals the hard way

Ask a lender where their deals come from and you will hear the same three answers: a handful of broker relationships, a lead list someone sold them, or whatever happens to cross the desk that week. All three have the same flaw. You spend your time filtering out what does not fit, wrong asset type, wrong market, a loan size above or below your range, before you get to the few deals worth pricing. And the deals that would have been perfect? Plenty of them never reach you at all, because nothing tells the market what you actually want to fund.


Your Lending Box: set your criteria once

Your lending box is the full set of criteria you use to decide what you will fund. On Finance Lobby it is what the platform uses to match you with deals, so it is worth getting right once.


The five essentials

A box starts sending you matched deals as soon as five things are set: your loan products or programs, the asset classes you lend on, your geography, your loan size range, and the property uses you accept. Each one sharpens the match. Products and assets decide what kind of deal; geography and loan size decide whether it is in your lane; property use rounds it out. Once all five are in, the box is live.

Three ways to build it

You do not have to fill in every field by hand:

  • Upload a document. Provide a term sheet or credit memo and the platform reads it into a populated program you can review.
  • Describe it in plain English. Write something like "debt fund, bridge and bridge-to-agency, multifamily and industrial, Sun Belt, $5M to $75M, 70% LTV, 1.25x DSCR," and it becomes a structured program.
  • Build it directly, section by section.

Whichever way you start, every field stays editable, and a quick-edit bar lets you make plain-English changes later, like "add the top 50 MSAs" or "net worth equal to the loan amount," without digging through menus.


One box, several programs

Most active lenders do not lend one way. An agency book and a balance-sheet book have different criteria. Your lending box can hold multiple programs, each with its own products, assets, geography, and sizing, so a lender running conventional, SBA, and bridge gets matched accurately on all three.


What happens once you go live

Once your box is live, Finance Lobby matches incoming deals against your criteria and delivers the ones that fit to your inbox. The match uses the deal’s program, geography, and loan size against your box, so what reaches you is already filtered to your lane. You spend your time pricing deals worth pricing instead of sorting. That matters more in 2026 than it did a year ago. With the maturity wall pushing a wave of refinance, bridge, and workout requests into the market, volume is up and so is noise. A precise lending box is how you make sure the deals that fit your appetite reach you first, while everything else stays out of your inbox.

Set your preferences.

Set your lending preferences on Finance Lobby and start receiving deals that fit your box.
Get started free.

FAQ

How do commercial lenders find deals on Finance Lobby?
Lenders set their lending preferences (products, assets, geography, loan size, property use), and the platform delivers matching deals to their inbox automatically.

What is a lending box?
The complete set of criteria a lender uses to decide what they will fund. Finance Lobby uses it to match the lender with deals.

Can a lender set more than one set of criteria?
Yes. A lending box can hold multiple programs, so a lender can run agency, conventional, SBA, and bridge criteria side by side.

Do I have to enter every criterion by hand?
No. Upload a term sheet or credit memo, describe your box in plain English, or build it directly, then refine any field.

How are deals matched to my preferences?
Matching uses the deal’s program, geography, and loan size against your lending box.