How referrals arrive
What a deal looks like when it lands in your lane, and how matching works.
When a business's funding request matches your published lending criteria, it is referred to you as a deal: one funding request from one verified business, with a single reference (for example 3F9A1C07D2, ten letters and digits) that stays the same across every channel you use.
How you are notified
A new deal arrives as an email to your lending team with the business, contact and financial details attached, and it appears at the same time in the Lender Hub and, if you have registered a webhook, as a deal.created event to your own systems.
What is already in the deal
Business and contact details, the amount and purpose requested, and any headline financials the business gave us up front. If bank statements are already on file from an earlier stage of the request, the deal is marked so you know there is nothing to chase before you can review properly.
Matching
You only see deals that fit the criteria your team has published to us, so a deal in your lane should already be broadly in scope. Statuses you report back, see The reply-with-a-status workflow, feed the matching that decides how much flow reaches you next.
The reference is the same in the email subject, the Lender Hub and the API. Report statuses wherever suits your team: the Hub, email and the API all update the same deal, and the Hub board always shows its latest status.
Related articles
Was this article helpful?
Not covered here? Write to support@capvant.com and say which page you were on.