Free trial
No free trial is mentioned. The closest offer is a 24-hour challenge in which DueDeal cleans up a real broker deal sent in as a test.
Learn moreDueDeal
Loan origination AI that turns messy borrower docs into underwriter-ready files
Intermediate
What is DueDeal?
DueDeal automates pre-underwriting work for lenders and brokers: it ingests borrower documents from email or portal, audits bank statements, reconciles claimed numbers against paperwork, generates credit memos, and pushes verified files into the loan origination system. It covers equipment, MCA, SBA and CRE lending plus post-close servicing.
DueDeal is a lending workflow platform aimed at the stretch of the deal cycle most software skips: the hours between a borrower sending documents and an underwriter opening the file. It is built for lenders and brokers working equipment finance, merchant cash advance, SBA (7(a), 504 and Express) and commercial real estate or mortgage deals. Rather than replacing the loan origination system a shop has spent years configuring, it sits in front of it and pushes clean data through. The intake layer is the core of the product. Documents arrive the way they always do, through fresh emails, forwarded threads or a branded upload portal, and DueDeal routes each file to the right deal even when one finance manager is juggling several at once. A six-minute document analysis parses bank statements, tax returns, rent rolls and T-12s, then runs a three-way statement audit. Extracted fields such as revenue, DSCR, NOI and LTV are checked against the underwriting policy the lender defines, and any gap between what the borrower wrote in an email and what the paperwork shows gets flagged before underwriting sees it. Credit memos are generated automatically in PowerPoint and Word, and e-signature plus ACH collections are handled inside the same subscription. Brokers get a deal-by-deal workspace; lenders get a file prepared for credit committee, including SBA eligibility checks and policy matching. Portfolio management extends past closing with payment monitoring, compliance tracking, concentration reporting and a natural-language chat that queries the loan book. Customer accounts on the site describe credit memos finished in about three hours instead of a week, and a CDFI claims triple the processing volume at the same headcount. The vendor states SOC 2 Type II compliance, bank-grade encryption, 99 percent data accuracy and a sub-five-minute turnaround from inbox to lender-ready file. It competes less with full LOS suites than with manual document chasing and generic CRM or spreadsheet workarounds. Shops that already run MeritLink, Encompass, Salesforce, HubSpot, Zoho or Mortgage Automator keep those systems; DueDeal is the layer that prepares the data going in. Pricing is not published on the homepage, so a demo conversation is the route to cost.
How do you use DueDeal?
1Request a demo and scope your programs
Start through the demo request on the homepage rather than a self-serve signup. Bring a sense of which programs you run (equipment, MCA, SBA, CRE) so the walkthrough covers the modules that matter to you.2Load your underwriting policy
Credit decisions and file matching run against rules you define. Expect the setup to involve encoding your policy thresholds so DueDeal can flag files that fall outside them.3Route borrower documents into the intake
Point incoming email threads and portal uploads at DueDeal. Files are classified and assigned to the right deal automatically, including forwarded chains and attachments spread across messages.4Review the parsed fields and variance flags
Check extracted revenue, DSCR, NOI and LTV against the source documents and act on any borrower-claim mismatches the audit surfaces before the file moves forward.5Connect your LOS and push the file
Link systems such as Encompass, MeritLink, Salesforce or Mortgage Automator so verified data and generated credit memos flow into the tools your credit team already uses.6Handle signing and servicing after approval
Send documents for e-signature with multiple signers, then track payments, compliance checks and portfolio exposure from the same dashboard once the loan closes.
Pros and cons
Pros
- Automates the document chase by routing emails, forwarded threads and portal uploads to the correct deal, even across parallel filesAI
- Three-way statement audit flags mismatches between what a borrower claims and what documents show before underwriting opens the fileAI
- Auto-generates credit memos in PowerPoint and Word and covers e-signature and ACH collections in one subscriptionAI
- Sits in front of existing systems such as Encompass, MeritLink, Salesforce and Mortgage Automator instead of demanding a platform swapAI
- Supports multiple loan programs (equipment, MCA, SBA 7(a)/504/Express, CRE) with program-specific checks like SBA eligibility and DSCRAI
Cons
- No pricing is published on the homepage, so buyers cannot budget without a sales conversation and demoAI
- Vendor performance figures such as 99 percent data accuracy, sub-five-minute turnaround and 24-hour file cleanup come from DueDeal itself, with no independent benchmarks shownAI
- The homepage stresses SOC 2 Type II but does not detail data residency, retention or audit export controls that compliance teams will want to reviewAI
- Short customer quotes and headline metrics lack methodology, so the three-hour credit memo claim is hard to compare against a shop's own baselineAI
How much does DueDeal cost?
Pricing
The homepage describes DueDeal as running the whole lending workflow for one subscription, but no price, tier or billing detail is published. Cost is only available through a demo request.
Learn moreIntegrations
The homepage names Gmail, Outlook, Salesforce, HubSpot, Zoho, MeritLink, Encompass and Mortgage Automator, plus a branded document portal and an LOS push. Specific API access is not described.
Features
Document intake from email and branded portals, six-minute document analysis with a three-way statement audit, bank statement parsing and cash flow modeling, NOI/DSCR/LTV computation, SBA eligibility checks, underwriting policy matching, automatic reminders for missing documents, credit memos exported to PowerPoint and Word, e-signature, ACH collections, credit committee workflow, and portfolio servicing with a natural-language reporting chat.
Frequently asked questions about DueDeal
How much does DueDeal cost?
The homepage describes DueDeal as running the whole lending workflow for one subscription, but no price, tier or billing detail is published. Cost is only available through a demo request.Does DueDeal offer a free trial?
No free trial is mentioned. The closest offer is a 24-hour challenge in which DueDeal cleans up a real broker deal sent in as a test.How do you use DueDeal?
The walkthrough on this page covers 6 steps: 1. Request a demo and scope your programs 2. Load your underwriting policy 3. Route borrower documents into the intake 4. Review the parsed fields and variance flags 5. Connect your LOS and push the file 6. Handle signing and servicing after approval.What platforms does DueDeal support?
DueDeal is available on Web App.What does DueDeal integrate with?
The homepage names Gmail, Outlook, Salesforce, HubSpot, Zoho, MeritLink, Encompass and Mortgage Automator, plus a branded document portal and an LOS push. Specific API access is not described.What are the limitations of DueDeal?
No pricing is published on the homepage, so buyers cannot budget without a sales conversation and demo. Vendor performance figures such as 99 percent data accuracy, sub-five-minute turnaround and 24-hour file cleanup come from DueDeal itself, with no independent benchmarks shown. The homepage stresses SOC 2 Type II but does not detail data residency, retention or audit export controls that compliance teams will want to review.
Status
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Added10/22/2026
Platforms
Web App
Pricing
SubscriptionPaid
