If you’re not a company admin, the same button reads Request Lender instead, and the form’s last step asks you to confirm a request rather than create the lender outright.
Company admins: this creates the lender immediately
When a company admin submits this form, it creates a live, connected lender right away. That lender also joins the shared marketplace directory that every company on Leaf360 can see and connect to — the same directory covered in TPO Marketplace. There’s no private, company-only option in the form.Everyone else: this submits a request
If you’re not a company admin, submitting the form doesn’t create anything visible yet. It creates a request that stays out of the marketplace until a company admin approves it. Approving it turns it into the same kind of live, shared-directory lender an admin’s own submission would create. Rejecting it just removes the request. If the lender you’re adding already exists somewhere in the marketplace, the form tells you and asks you to connect to that existing entry instead of creating a duplicate.Filling it in
The form walks you through five steps, and you can step back to an earlier one anytime:1
Lender details
Logo, lender name (required), lender type, channel, NMLS ID, website, tagline and description.
2
Products offered
Loan products, plus the income documentation types the lender accepts — including custom income types you type in yourself.
3
Coverage & requirements
Which states the lender covers, or national coverage. Minimum FICO, maximum LTV, maximum DTI, and minimum and maximum loan amount. Turn times for initial underwriting, conditions, clear to close, and funding. A free-form list of key highlights.
4
Contact info
The account executive or primary contact’s name, title, email and phone. A separate general lender email and phone. Any loan origination systems the lender integrates with, and a portal URL if they have one.
5
Review & submit
Everything you entered, laid out for a final check before you submit.