Deal Intake
Every deal package sorted, checked for gaps and summarised the day it lands, not days later.
Why it matters
Deal packages arrive as dozens of email attachments, and analysts spend the first days sorting files and chasing what’s missing.
How the solution handles it
Five agents classify every file, map borrowers, guarantors and affiliates, check the package against the bank’s checklist for that loan type, and draft the missing-items request and a one-page summary. The relationship manager confirms the package before it goes to credit.
How a deal package moves
Five agents sort, map, check and summarise every package and draft the missing-items request; the relationship manager confirms it before credit sees it.
What it reads, and what it hands back.
What goes in
- Business tax returns (1120-S, 1065)
- Interim and year-end statements
- Personal financial statement
- AR and AP agings
- GST returns and CIBIL report
What comes out
- Complete, indexed deal file
- Missing-items request to the RM
- One-page deal summary
- Borrower, guarantor and affiliate map
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“Target” = design goal, measured in the live solution · “Estimated” = our estimate · by-hand time = typical sorting and chasing reported by lenders · agents = the live solution’s configuration
5 specialist agents. One person decides.
More in this division.
Every statement and tax return spread in minutes, global cash flow built, each number cited to its page.
Credit MemoA cited credit memo drafted from the spread, the file and your policy, ready for committee in hours.
Agreement AbstractionEvery credit agreement and amendment turned into a cited term sheet the whole bank can trust.
Build this
for your team.
We’ll show Deal Intake running on your own documents.