Finance team workspace

Collect cleaner data. Move deals faster.

DealPoint turns client intake, document collection, admin forms, AI-assisted enquiry review, corrections, and sign-off into one structured finance workflow.

IN

Structured intake

Capture borrower details, finance requirement, category, priority, next action, and notes in a consistent case record.

DD

Document collection

Clients upload into defined categories, with progress, reopen reasons, and file history visible to the admin team.

PDF

Forms and sign-off

PDF forms, signatures, returned documents, revisions, and sign-off events stay connected to the client record.

Built for repeatable finance operations.

DealPoint reduces friction where teams lose time: chasing missing documents, interpreting loose emails, manually tracking forms, and proving what is complete.

Client side

  • Clear requests for documents and forms.
  • Simple upload and completion from desktop, tablet, or phone.
  • Visible item status as the pack progresses.

Admin side

  • Progress dashboard for outstanding categories and returned PDFs.
  • Revision workflow with correction notes and resubmission.
  • Audit-ready history for uploads, logins, returns, and sign-off.