Deal Structuring & Proposal Prep

Q: Can the automation handle different loan types and structures?

Yes, the automation calculates terms for various loan products and structures based on market rates and client financials, with broker oversight for complex deals.

Q: Will the proposal include all required regulatory disclosures?

The automation generates proposals with all required compliance disclosures and terms built in, reducing the risk of missing regulatory requirements.

Q: How does this work with our existing CRM and email system?

The automation integrates directly with your CRM, email, and spreadsheet tools, pulling data from existing systems and updating records automatically.

Q: What if a client requests changes to the proposal after it is sent?

Brokers can quickly regenerate the proposal with updated terms or client details, and the automation resends it with all calculations recalculated.

Turn a qualified lead into a polished, lender-ready proposal without the hours of manual assembly.

408 hrs

Manual time identified

Companies have mapped

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About This Automation

Deal structuring and proposal preparation is a manual, time-intensive process where brokers gather financial data, validate figures, research market rates, and draft customized loan proposals for each client.

Automation extracts and validates financial data from documents, calculates loan terms and fees automatically, and generates compliant, branded proposals in minutes. Brokers can focus on client relationships and deal strategy instead of spreadsheet work.

Key features:

Extract financial data automatically from client documents and emails

Validate figures against industry benchmarks and flag inconsistencies

Calculate loan terms, fees, and amortization schedules in real time

Generate branded, compliant proposals with all required disclosures

Update deal status and track client responses in your CRM

Reduce proposal turnaround from days to hours

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual spreadsheet calculations Brokers spend 35+ minutes per deal manually calculating loan terms, fees, and amortization schedules in spreadsheets, introducing errors.	80%
2	Slow financial data collection Gathering and organizing client financial documents via email takes 25+ minutes per deal and often requires follow-up requests.	67%
3	Proposal document formatting Manually entering deal terms, rates, and disclosures into proposal templates and formatting takes 40+ minutes per deal.	53%
4	Calculation error rework Brokers spend time catching and correcting calculation mistakes, delaying proposal delivery and damaging client confidence.	40%
5	CRM and follow-up tracking Manual updates to deal status, follow-up reminders, and client response tracking create administrative overhead.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.8/ 10

AI Fit Rating™

9.1/ 10

Automation Lift Index™

8.8/ 10

Hidden Overhead™

7.4/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. Deal Inquiry Loggedtrigger

A new deal record is created with client name, loan amount, and industry.

2. Extract and Validate Client Data

The automation retrieves client financial documents from the email or portal, extracts key figures (revenue, EBITDA, debt), and validates them against known ranges.

3. Fetch Current Market Rates

The automation queries a rate database or API to retrieve current lending rates, competitor benchmarks, and regulatory requirements for the deal type.

4. Calculate Loan Terms and Fees

The automation calculates loan structure, interest rate, monthly payment, amortization schedule, and all fees based on client financials and market data.

5. Generate Proposal Document

The automation populates a branded proposal template with deal terms, client details, compliance disclosures, and calculated figures, then exports as PDF.

6. Send Proposal via Email

The automation sends the proposal to the client with a personalized cover letter and next steps.

7. Update Deal Status

The automation updates the deal record with proposal sent date, sets a follow-up reminder, and logs the action for audit and tracking.

Most popular tool stack used

— the complete tool combinations companies use

52% of companies

28% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

116 hrsIdentified

4Mapped

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Frequently asked questions

Everything you need to know before mapping this process.

What happens if financial data is missing or incomplete?

The automation flags missing or inconsistent data for broker review and requests clarification from the client, ensuring accuracy before calculations begin.

Can the automation handle different loan types and structures?

Will the proposal include all required regulatory disclosures?

How does this work with our existing CRM and email system?

What if a client requests changes to the proposal after it is sent?

View more FAQs

Process pain:8.8/10

Mapped by:4 Companies

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Page updated 10 August 2026