Step 1
Submit the deal basics
Borrower details, finance type, loan amount, security, purpose, and timing are captured first.
From enquiry to review
Know what happens after you ask for a quote.
DealPoint keeps the early finance journey clear: submit the deal basics, complete any missing information, upload the right evidence, and move toward a review-ready pack.
Step 2
Initial quote review
The enquiry is checked for fit, missing information, risks, and the likely route forward.
Step 3
Portal access
If the deal progresses, the borrower receives access to the DealPoint portal.
Step 4
Document collection
Requested files, forms, signatures, and clarifications are collected in one structured workspace.
Step 5
Review and sign-off
The finance team checks the pack, requests corrections where needed, and prepares it for decision.