DealDocs.AI
Smarter document handling for community bank commercial lending.
DealDocs.AI takes the document chaos out of your pipeline. The moment a borrower file lands, it’s sorted, read, and organized. Financials extracted, questions answered, and clean data delivered straight into underwriting, credit memos, and covenant tracking. Your team spends less time chasing paperwork and more time closing deals.
Faster borrower onboarding
Reduction in underwriting time
Faster portfolio submissions
Why a Data-Driven, Automation-First Approach Matters
DealDocs flips the model. Intelligent document processing is the platform, not an add-on. Every document your team touches is automatically read, understood, and converted into structured, searchable, decision-ready data the moment it arrives.
That means your team isn’t doing the work twice. The platform does the reading. Your underwriters do the thinking.
Before DealDocs.AI
Lending teams are still doing the job by hand.
Sorting and renaming borrower files one PDF at a time
Re-keying numbers from tax returns and rent rolls into spreadsheets and core systems
Searching email threads to find the version of a document someone actually approved
Writing credit memos from scratch when the data already exists in the file
DealDocs.AI Capabilities
Built to plug into your bank's existing core system, DealDocs.AI fits the way your institution already operates instead of asking you to change it.
Deal Orientation
- AI-organized borrower files from the first document in. Replace email threads and shared drives with a guided borrower portal that classifies, extracts, and organizes every document the moment it's uploaded. Your team starts every deal with a complete, structured file, not a folder to sort through.
Underwriting
- Extracted financials and AI-drafted credit memos, ready for analysis. Underwriters open files that are already structured. Financials are pulled from tax returns, rent rolls, and operating statements. Credit memos arrive pre-drafted from the data in the system. Consistent, exam-ready, and ready for your team's judgment instead of their formatting.
Portfolio Management
- Ongoing covenant tracking and risk visibility through the life of the loan. The same AI engine keeps working after close, monitoring covenants, prompting borrowers for compliance documents, and surfacing potential risk before it becomes a problem. Institutional knowledge stays in the platform, not in one person's inbox.
Built for All Sides of the Deal
One lending platform. Better outcomes for every role. From CLOs to credit officers and executive leadership.
- Faster document throughput across the portfolio
- Stronger consistency in underwriting and credit decisions
- Reduced key-person risk process replaces institutional memory
- Operational leverage without proportional headcount
- Less chasing, less re-keying, less rework
- Cleaner handoffs from origination through post-close
- A defensible audit trail on every document and decision
- More time on judgment work, less on clerical work
A modern experience, powered by intelligent automation behind the scenes.
No more re-sending the same document
the platform knows what it already has.
Self-service visibility
borrowers see what's submitted and what's outstanding in real time.
Loyalty beyond the rate sheet
A frictionless experience builds relationships that compound.
See how DealDocs.AI fits into your lending workflow.
Bank-grade Security you can count on.
DealDocs.AI is SOC 2 Type II certified, with auditable AI decisions and full document lineage on every file. Open APIs connect to the core banking, credit, risk, and document prep systems lenders already run on, and the platform configures to the credit policies and workflows of community banks, private lenders, and HUD lenders.
Trusted by Lending Teams
"DealDocs.AI changed what our team spends time on. The platform classifies and extracts the borrower file the moment documents come in, so our underwriters open a deal that's already organized instead of one they have to build. We've cut document handling time meaningfully, and the consistency across files has been just as valuable as the speed."
Michael Brennan SVP, Commercial Lending Operations — Gershman Mortgage
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