From client intake to credit-ready file. Without the hassle.
Purchase of 2x electrically driven diamond drilling rigs (zero-emission equipment for infra works).
Zero-emission contracts with municipalities comfortably cover the operational lease obligation.
Why business finance applications take so much time today
You became a broker to help entrepreneurs move forward and close finance deals — not to type away administrative red tape.
Friday Afternoon Typing
Struggling for hours in Word templates after a busy week. Valuable advisory time disappears into administration.
Noise & Forgotten Details
Amounts and nuances quickly fade from memory. The entrepreneur remembers agreements differently afterwards.
Handover to Financier
The underwriter wasn't there and keeps asking remedial questions via email and phone about the substantiation.
Missing Audit Trail
No directly traceable proof of who stated what and when. In disputes, you are left empty-handed.
Two logical steps. One seamless process.
Use Light as standard for every intake meeting for maximum peace of mind and transparency. Upgrade with one click to CreditPack as soon as the annual financials are in and the deal goes definitively to financiers.
The Razor-Sharp Meeting Report & Evidence Layer
What it does do:
- Voice-first intake: Speak freely for 3-10 minutes in the car or at your desk.
- Instant structuring: Goal, indicative figures, observations, and context.
- Checklist of required documents: The client immediately knows what to provide.
- Client version with 'Is this correct?' link: Entrepreneur approves with one click.
- Read-only lock & source labels: Hard separation of what the client said vs broker judgment.
What it deliberately does not do:
No complicated DSCR, ratios, or unnecessary tables. Pure frictionless intake, client alignment, and fast handover.
The Credit-Ready Finance Application
What it adds:
- Upload annual financials & bank statements: Automatic data extraction and reconciliation.
- EBITDA normalization: Cleaned up for management fees and incidental items (NOW/TVL).
- DSCR & Ratio calculations: Both current situation and new situation calculated.
- Securities & Coverage value: Pledge, mortgage, and government-backed loan estimation.
- Bank-ready report: Fully structured to the requirements of business financiers.
The result:
No ping-pong questions from the risk analyst. Directly a complete and actionable credit memorandum on the underwriter's desk.
How it works in 4 simple steps
From parking lot to approved finance, without having to work a single evening.
Speak freely
Get in the car or sit down quietly after the meeting. Speak for 3 to 10 minutes about the client, their plans, and the indicative amounts.
Crisp report in 60s
DealPiloot instantly distills all core matters and prepares a ready-to-use checklist of missing documents and action points.
Share with your client
Send a secure web link to the entrepreneur. They read through the summary and approve immediately with one click on 'Is this correct?'.
1-Click CreditPack
Client provides the documents? Upgrade to calculated CreditPack with normalized EBITDA, DSCR, and coverage values.
Why finance brokers choose the DealPiloot methodology
Every credit file strictly separates what the client has stated, what is substantiated by annual financials and bank statements, and what the broker's independent judgment is. No black-box assumptions, but 100% traceable source data for a quick assessment by financiers.
Clear answers for brokers
Yes! Whether it's an initial introduction for refinancing, a real estate investment, or a working capital facility. The system automatically recognizes the finance goal and adjusts the categorization immediately.