Beyond Investors

Plain words are fine: state, occupancy, credit, income docs. The console answers which company originates it, whether it fits, and which lenders to call.

Type the scenario once — each selected AE receives their own personal email, addressed only to them.

Only lenders with an AE email on file appear here.

Drives the gold coloring, eligibility banners, and Scenario Router for the whole fleet, instantly. When BF gets licensed in a new state, add it here — no update needed on anyone's machine.

Describe the deal and give the numbers you know. Every lender is checked against their own published limits and sorted into what CLEARS, what needs confirming, and what BLOCKS — each line quoting the lender. No scores, no guesses: a limit we cannot quote is reported as unknown, not assumed.

ALWAYS ASK THE ACCOUNT EXECUTIVE TO CONFIRM. This console narrows the search — it does not approve loans and it is not the final answer. Guidelines change, published limits go stale, and extraction can be wrong. Nothing here is a decision until the AE confirms it for this borrower, and nothing is promised to a client before that.

What Beyond Financing users lived with a lender, an account executive, an underwriter or a processor — so the next file avoids what the last one hit. Search a lender before you send them a loan. INTERNAL ONLY — never quoted outside these walls.

Uses your existing Outlook connection. Emails from lenders in your list can be analyzed into review-first updates; lender-looking emails from anyone else become advisor suggestions — never auto-added.

Program and state changes, rules approved, links discovered, and scan coverage — read from what the console already records. Nothing sends unless you press Send in your mail app.

Ask for a scenario or program. Your lender list answers first; lenders the console has SEEN in your email but that are not in your list appear only when the list cannot serve it.

Fannie Mae, Freddie Mac, FHA, VA and USDA are not lenders — no AE, never in placement. Their published baselines sit UNDER every lender's overlays in Loan Structuring. Scanned weekly (Sunday evening); every extracted baseline lands here as a proposal — approve only what the quoted sentence supports.

Comergence has no originator-side API available to us, so dates come from the notices they email you — or you type them. Red is overdue, amber is due within 60 days.

Every Scenario Router query and every "Request from Admin" lands here — you see what the team is hunting for, whether the console could serve it or not.

Point it at a lender's website, or upload their announcement email (PDF) — it identifies programs, NMLS #, licensed states, and business-purpose rules, and proposes them here. Nothing saves until you review and apply.