🤝 Lender Credentials Tracker

Every lender, what they're best for, and where you stand on getting approved. Status saves in your browser.
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Priority lenders to credential (⭐ = top priority for your niche)

LenderBest for / specialtyAE / ContactPortalCredential statusNext step

Coverage gaps to fill (from your strategy doc — need direct AE relationships)

Product neededWhyStatusNext step
How to use: set each lender's status and next step — it saves automatically in this browser. Goal = move everything to Approved. The blue specialties map to your Tier-1 investor programs. Gaps are products your niche needs (construction, bridge, lot) that aren't a default for most NEXA LOs — ask your NEXA AE/Ryan to map the wholesale roster and warm-intro the right AEs.

Contact details are as captured — verify before relying on them.