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.
The full workflow, from trigger to completion.
A new deal record is created with client name, loan amount, and industry.
The automation retrieves client financial documents from the email or portal, extracts key figures (revenue, EBITDA, debt), and validates them against known ranges.
The automation queries a rate database or API to retrieve current lending rates, competitor benchmarks, and regulatory requirements for the deal type.
The automation calculates loan structure, interest rate, monthly payment, amortization schedule, and all fees based on client financials and market data.
The automation populates a branded proposal template with deal terms, client details, compliance disclosures, and calculated figures, then exports as PDF.
The automation sends the proposal to the client with a personalized cover letter and next steps.
The automation updates the deal record with proposal sent date, sets a follow-up reminder, and logs the action for audit and tracking.
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A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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