Workflows
Lender Marketplace
Once you've underwritten a deal in Trestle, you can submit it to the lender marketplace where lenders see your full analysis package and submit offers directly.
Submitting a deal
- Open a deal that has completed the pipeline
- Scroll to the bottom of the deal page
- Click Submit to Lender Marketplace
- Confirm — the deal is now visible to lenders matching its profile
The deal's status becomes "On Marketplace". Your branded deal package is what lenders see.
Receiving offers
When a lender submits an offer:
- You'll get an in-app notification (bell icon, top right)
- The deal page shows an Offers button in the action bar
- Click it to see all offers side-by-side: lender, loan amount, interest rate, term, LTV, DSCR, recourse, etc.
Accepting / declining
For each offer:
- Accept — locks the deal with that lender, marks as "Offer Accepted"
- Decline — frees up other lenders to know it's still available
- Withdraw the deal — pulls it off the marketplace entirely
Fees
- No marketplace fees for brokers — the lender pays Trestle's origination fee on close
- Trestle is structured as a tech-enabled originator, not a mortgage broker, so brokers don't pay anything to use the marketplace
Capital partners (committed capital)
In some cases, Trestle has committed capital partners pre-screening for specific deal types (property type, geography, deal size). If your deal matches a partner's criteria, you may receive a direct match with guaranteed terms (handled by Trestle's admin team).
Best practices
- Edit comps + add notes before submitting — your deal package is your sales pitch
- Use Comp Tracker to add stronger comps from your own pipeline
- Check the cap rate analysis — radius filter helps narrow to local data
- Submit with confidence — once on the marketplace, you can still pull it down at any time
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