Automation That Fits Every Finance Operation
From brokers to lenders to vendors — DealCentrix adapts to your entire workflow, automating intake, validation, and submissions with precision.
For Brokers
Submit more deals in less time. DealCentrix automates your document intake, data mapping, and lender submission process — so your team can focus on funding, not forms.
Smart Deal Intake
Upload credit apps, bank statements, and invoices — our AI auto-parses and populates lender forms instantly.
8× Faster Submission
Automate redundant re-keying and track submission status across lenders from one dashboard.
Accuracy That Wins
Clean, validated data reduces lender rejects and improves your close rate on every deal.
For Lenders
Receive complete, standardized deal packages every time. Eliminate manual validation and re-submission delays with data that arrives clean, consistent, and secure.
Structured Data Packages
Receive normalized deal files and borrower data in your preferred schema — no manual cleanup required.
Compliance by Default
SOC 2-aligned, encrypted processing on AWS ensures full GLBA and FCRA adherence.
Speed + Accuracy
AI validation rules catch missing or inconsistent fields before they ever hit your underwriters.
For Vendors
Turn more buyers into financed customers. DealCentrix lets you embed instant prequalification and document upload directly into your website or CRM.
Embedded Prequal Forms
Seamlessly collect buyer info and docs from your site — no redirects or friction.
Instant Processing
AI parses credit apps and bank data in seconds, giving customers immediate visibility on approval ranges.
Vendor CRM Sync
Keep your sales team in sync with real-time application statuses and lead updates.
AI Integrations Built for Performance
Data Sync
Connect Salesforce, HubSpot, and AWS for unified customer and deal data.
Document Intelligence
Auto-extract bank statements, apps, and invoices with AI document parsing.
Performance Analytics
Monitor funnel speed, deal volume, and conversion rates in real time.
Measurable Results from Real-World Teams
DealCentrix delivers efficiency gains and compliance confidence for finance teams that move fast and demand precision.
Up to 3×
Faster Deal Intake
AI-assisted parsing accelerates turnaround times and improves throughput.
50%
Fewer Manual Errors
Automated mapping reduces rekeying and data-entry mistakes.
+20%
Higher Submission Accuracy
Clean, structured data improves approval rates and consistency.
Fully Encrypted
Enterprise Security
All data is processed on AWS with encryption and audit logging.
*Based on early performance data and partner feedback from live deployments.
Ready to Automate Your Deal Flow?
See how DealCentrix AI can parse, map, and route your deals — turning hours of manual work into minutes of automation.
Trusted by finance teams nationwide • Aligned with SOC2, GLBA & FCRA standards • Powered by AWS