DS
Deal Sheet AI
Credit Report → Deal Sheet
Powered by Claude
📄
Upload Credit Report PDF
Drag & drop a credit report — or click to browse
Choose PDF File
Experian · TransUnion · Equifax · 3-Bureau Reports · up to 30 pages
⚙️
Analyzing Credit Report
📖
Reading PDF text (up to 30 pages)
🤖
Calling Claude AI
👤
Extracting client info
💳
Filtering unsecured debt
✅
Building deal sheet
1
Client Information
Credit Score:
—
Full Name
Date of Birth
Phone
Email
Credit Score
Address
City
State
ZIP
2
Debt Summary
Unsecured only
Total Open CC Debt
$0
Total Available Credit (Open Only)
$0
Total Closed CC Debt (Balance Only)
$0
Total Unsecured Debt
$0
Credit Utilization %
0%
3
Open Credit Cards
—
4
Closed Credit Cards
(balance > $0 only)
—
5
Other Unsecured Debt
Personal loans · medical · lines of credit
6
Excluded Secured Debt
For reference — not part of deal
7
Deal Sheet Form
Agent fill-in
Deposit Amount
Monthly Program Payment
Program Length (months)
Start Date
Closer Name
Sales Rep
Closer Checklist
Verified client identity (name, DOB, address)
Reviewed all unsecured accounts with client
Confirmed monthly program payment is affordable
Disclosed program terms, fees, and timeline
Reviewed credit impact and creditor communication policy
Confirmed deposit amount and payment method
Signed enrollment agreement and authorizations
Scheduled welcome call
Welcome Call Questions
1. Confirm preferred contact method and best time to reach client
2. Confirm hardship reason and source of income
3. Walk through expected creditor calls and how to handle them
4. Confirm draft date, draft amount, and account on file
5. Any accounts to add or exclude before activation?
6. Outstanding questions or concerns from the client
Upload Another
⬇ Download Excel