For Banks & Lenders
Help Your Borrowers — Even When You Can’t Fund the Deal
LenderWizard.ai gives banks and commercial lenders a streamlined, compliant way to refer declined commercial mortgage deals. Instead of turning borrowers away, you can offer them a trusted next step — without sharing sensitive data or risking compliance violations.
Our platform connects borrowers to qualified private capital sources based on loan type, geography, and deal profile. You maintain your reputation and relationship while helping the borrower access funding alternatives outside your risk box.
Why Refer Deals Through LenderWizard.ai?
- Preserve borrower relationships
Offer rejected borrowers a credible solution — one that reflects well on your institution. - Stay compliant
We never ask you to share borrower data. Borrowers opt in and submit their own information directly. - No integration required
Simply give borrowers a referral link. There’s no system access, data sharing, or IT involvement. - Expand borrower access
Our matching engine connects borrowers with lenders who specialize in their unique scenarios — from bridge loans to value-add CRE.
How It Works
- You provide borrowers with a co-branded referral link or custom landing page.
- They submit their commercial real estate deal through LenderWizard.ai.
- We match them with appropriate private lenders or capital sources.
- You stay completely out of the transaction — but your borrower gets the help they need.
Compliance-First by Design
- We never request borrower information from you.
- All activity is borrower-initiated.
- Our platform supports only commercial mortgage transactions — not residential or consumer loans.
Add Value Without Risk
Whether you’re a regional bank, national lender, or private credit fund, LenderWizard.ai helps you:
- Support your clients with solutions, not just rejections.
- Maintain regulatory compliance and reputational integrity.
- Offer better borrower outcomes with zero operational friction.
Ready to Learn More?
Contact us to schedule a demo or discuss how we can set up a referral link for your team.
