DueDeal

DueDeal: AI-Powered Document Processing for Modern Lending

What is DueDeal?

DueDeal is an AI-powered document processing platform designed to automate document-heavy workflows in the lending and financial industries. It transforms how financial documents are handled by providing structured data to power and auto-fill your CRM systems. This leads to faster processing times, reduced error rates, and improved operational efficiency.

How does DueDeal work?

DueDeal uses artificial intelligence to automate various steps in document processing:

1. Document Upload: Documents can be uploaded via a portal or email.
2. Classification: AI identifies the document type automatically.
3. Data Extraction: Key data points are extracted with a high accuracy rate of 99.2%.
4. Validation: Automated checks and feedback ensure data accuracy.
5. CRM Auto-Fill: Seamless integration allows data to be synced directly to your CRM.

Key Features of DueDeal

• Document Parsing & Grouping: Intelligently parses financial statements and documents, automatically grouping related items and identifying key stakeholders.
• Automated Checklist Management: Automatically checks documents off compliance lists with immediate feedback on missing requirements.
• Financial Data Extraction: Extracts key financial data points with contextual relationships to power AI lender matching tools.
• Seamless Integration: Connects with Salesforce, email systems, and other tools through API or user interface.

Why Choose DueDeal?

• Faster Processing: Accelerate credit memo creation by up to 85%.
• Reduced Errors: Achieve less than 1% error rate in document processing.
• Cost Savings: Customized workflow automation can significantly reduce operational costs.
• Scalability: Automate microloans and guarantees, tripling processing capacity.

Who is DueDeal for?

DueDeal is ideal for:

• M&A Loan Brokerages looking to expedite credit memo creation.
• US Brokers aiming to reduce operational costs.
• Financial institutions needing to automate microloan operations.

Testimonials

"We used to spend roughly 1 week to create a credit memo, but now using DueDeal, we're able to create one in less than 3 hours. This dramatic time reduction has transformed our operational efficiency and allowed us to serve more clients."

P.R., Head of Credit, M&A Loan Brokerage

"We used to rely on Salesforce to track our operations, but were tired of paying so much for features we didn't need. The DueDeal team helped us create a custom version of the tool with less unnecessary features, saving us money while improving our workflow."

K.S., Founder, US Broker

"We were using outdated tools that weren't letting us scale our microloan operations effectively. Using DueDeal, we found the right partner to automate all our microloans and guarantees, allowing us to focus on growing our internal operations."

S.L., CEO, FDC California

Proven Results

• M&A Loan Brokerage: 85% Faster Credit Memo Creation.
• US Broker: 60% Cost Savings through customized workflow automation.
• FDC California: 3x Increase in Loan Volume due to automated processes.

How to use DueDeal?

1. Book a Demo: Contact the DueDeal team to schedule a demo and discuss your specific needs.
2. Start a Free Trial: Begin a free trial to experience the benefits of DueDeal firsthand (no credit card required).
3. Integrate with your CRM: Seamlessly connect DueDeal with your existing Salesforce or other CRM systems.

Conclusion

DueDeal offers a robust, AI-driven solution for document processing in the lending and financial sectors. By automating key tasks, it enables organizations to process documents faster, reduce errors, save costs, and scale operations efficiently. If you're looking to transform your document processing workflows, DueDeal is a powerful tool to consider.