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How to Identify Emerging Lenders in the Platform

This guide explains how to identify emerging lenders in the platform.

M
Written by Morgan Westmoreland
Updated over 4 months ago

1. Identifying Emerging Lenders with the Market Share Report

The Market Share Report is a powerful way to find lenders who are new to the market.

Steps:

  1. Navigate to the Market Share Report.

    • By default, it shows national data for the past three months.

  2. Adjust the date filter to view the last 365 days with a 30-day offset.

    • This accounts for reporting delays at the county level.

  3. Scroll through the report to find lenders with activity this year but zero loans last year.

Looking at Specific Markets:

  • You can also filter by a geographic market (e.g., Nashville MSA).

2. Identifying Emerging Lenders in the Companies Table

Another way to spot emerging lenders is through the Companies Table.

Steps:

  1. Navigate to the Companies Table.

  2. Apply the Company Tag filter.

    • Available tags include:

      • Q1-25 Emerging Private Lender

      • Q2-25 Emerging Private Lender

      • Q3-25 Emerging Private Lender

      • Q4-24 Emerging Private Lender

  3. Select a tag to view companies classified as emerging lenders during that quarter.

Summary

To identify emerging lenders:

  • Use the Market Share Report to find lenders with activity this year but none in the past.

  • Use the Companies Table with “emerging private lender” tags to quickly see lenders flagged by the platform as new entrants.

Both methods allow you to discover new market players and track potential growth opportunities.

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