01BORROWER REQUEST
Borrower requests a second opinion
A borrower receives a Loan Estimate and wants to understand whether the fees, pricing, or rate are competitive. They submit key details to KnowBeforeYouClose for an independent review.
Borrowers come to KnowBeforeYouClose for a second opinion on their Loan Estimate. We review the numbers, screen the opportunity, and release introductions only when there is a clear fit between borrower needs and partner coverage.
A borrower receives a Loan Estimate and wants to understand whether the fees, pricing, or rate are competitive. They submit key details to KnowBeforeYouClose for an independent review.
We analyze the key pricing inputs, flag cost discrepancies, and review the overall deal context. If the borrower wants another option, we screen for timing, intent, and fit before moving forward.
Qualified opportunities are matched based on state coverage, loan profile, and partner capacity. At this stage, partners see anonymized opportunity data only, not borrower identity.
Once the introduction is approved, the selected partner receives borrower contact information, audit findings, and founder screening notes so the first conversation starts with clarity.
Before an introduction is approved, partners see anonymized opportunity details only. Borrower names and contact information are released only after the founder approves the introduction. This protects borrower trust and helps ensure partners receive qualified opportunities instead of cold leads.
Not every borrower request becomes an introduction. Opportunities are approved only when the fit is clear.
Approved introductions are delivered with enough context to make the first conversation productive.
Name, phone number, and email are released after the introduction is approved so outreach can begin directly.
Partners receive loan context including amount range, timeline, deal score, and flagged cost discrepancies from the audit review.
Each approved introduction includes intake context on borrower goals, timing, motivation, and any relevant details discussed during screening.
This is not a shared lead list. It is a screened introduction with context.
Partner access is limited by state and capacity. Apply to see if your market is available.