🔽 Step 1: Select Lenders
🔧 Click the Lenders dropdown at the top of the panel.
✅ Tick one or more lenders to include in the comparison.
🧹 Use Deselect all to reset the list if needed.
(add one more ss showing how to open lenders section)
📌 This step helps narrow results to preferred or eligible lenders only.
📄 Step 2: Choose Product Type
🗂 Click on the Product type dropdown.
📝 Tick relevant documentation types such as Standard, Low doc, or Full doc.
📌 This ensures the lender products shown match the available documentation scenario.
⚙️ Step 3: Apply Must Match Filters
🔍 Click the Must match dropdown to apply strict criteria.
🔒 Select filters such as Score, Time in Business, or GST.
✅ When a filter is selected here, only lender products that meet all selected conditions will be displayed.
📌 Useful when the deal has non-negotiable requirements that must be met.
📊 Step 4: Use Order By to Prioritise Results
📥 Click the Order by dropdown.
📈 Choose how to sort results — by Fit, Repayments, Rate, Loan Amount, etc.
📌 This ensures the lender list is prioritised based on what's most relevant to the scenario being assessed.