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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