Custom Web-Based Intake System for Deal Management

Commercial Deal Intake Form A professional web-based intake system where clients can submit deal details (loan type, range, usage, etc.), track status, and get quick responses. Includes admin tools for reviewing, approving, or rejecting deals.

1. Discovery Call – Map business requirements + compliance needs.

2. Prototype & Demo – Show working intake form + workflows.

3. Customization – Add deal logic, CRM integration, and notifications.

4. Deployment – Go live with secure, branded intake platform.

5. Training & Support – Provide admin documentation and support.

• Q: Can this scale for multiple products or lenders?

A: Yes, the intake form can be customized for multiple financing types, loan amounts, and even partner lenders.

• Q: Will my team be able to edit deals or track applications?

A: Yes, I can add dashboards + permissions so your team can manage submissions in real time.

• Q: How secure is the system?

A: All data is stored securely with SSL, optional MFA, and logs. I build everything with treasury-grade compliance in mind.

Custom Intake & Deal Management Platform” From $2,500 – includes branded intake form, client dashboard, admin tools, notifications.

1. ERP/Accounting Suite (screenshot #1 & #2) – for CFOs/startups.

2. Commercial Deal Intake (screenshot #3) – for lenders/financiers.