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Drop your deal pack
Our parser will fill in loan term, exit, interest servicing, charges, borrower individuals, and use of funds — anything the Quick Quote couldn't capture. You'll review every field before submitting.
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Drop PDFs, Word, Excel, images — or paste WhatsApp text
PDF · DOCX · XLSX · JPG · PNG · EML · max 25MB each
PDF Word Excel Images Email
Forwarded broker emails work too — send to deals@daksfirst.com with the deal pack attached.
Don't have a deal pack yet?
Skip the upload and fill the remaining fields directly in the deal matrix.
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Drop Your Deal Pack Here
Drop PDFs, Word docs, Excel files, images, or paste WhatsApp text. Our AI will extract the deal details and pre-fill the form for you.
PDF Word Excel Images WhatsApp
Or paste WhatsApp / email text

Quick Quote

Instant indicative LTV + rate. ~30 seconds. No commitment.

My Deals

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No Deals Yet

Start by submitting your first deal to begin the credit analysis process.

Dashboard / Deal Details
S
Snapshot
Deal summary at a glance
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Property Address
DIP Received
Loan Amount
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Day 1 LTV
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Property Value
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Term
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Rate
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Borrower
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Exit Strategy
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Created
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STAGE
M
Deal Information Matrix
Field-by-field status tracking across all stages
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DR
Document Repository
Filing cabinet — all deal documents, emails, text
0 files
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P
Per-Document Parser
AI-extracted fields for one document at a time. Click "View Parsed" on any document above.
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N
Notes / Comments / Edits
Discussion centre — all parties
0
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A
Analysis
Credit memo, risk assessment, conditions precedent
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R
Risk View
9 weighted dimensions × 3 readers (Claude / Alpha / Analyst) → 3 emergent latent layers · append-only
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EL
Provision (IFRS 9)
EL = PD × LGD × EAD · industry-standard base × portfolio scaling · stage 1/2/3
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Perplexity Market Research
UK property DD · 10-section dossier · sonar-deep-research · cached 7–30d
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P
Pricing Recommendation
Engine reads latest risk grade · 6 levers + cost stack + stress matrix · coach not gate
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CA
Credit Analysis (5-DOCX)
Fires n8n canvas - 5 Opus writers + Assembler - memo / termsheet / funder placement / financial-sensitivity / CC briefing
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£
Fees
Fee schedule, payments, and tracking
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F
Funding
Funding bucket — GB Bank Warehouse or Whole Loan
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AD
Assignment & Allocation
Staff assignment, deal controls
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KYC / Identity — Locked

This section unlocks after the termsheet is signed and commitment fee received.

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Financials / AML — Locked

This section unlocks after the onboarding fee is confirmed.

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Valuation & Legal — Locked

This section unlocks after the termsheet is signed and commitment fee received.

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Use of Funds — Locked

This section unlocks after the onboarding fee is confirmed.

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Exit Strategy Evidence — Locked

This section unlocks after the termsheet is signed and commitment fee received.

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Other Conditions — Locked

This section unlocks after the onboarding fee is confirmed.

Ref Borrower Broker Security Notional LTV Term Drawdown Stage Team Updated
Name Email Company Role Co. Number Deals Registered

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Total Deals
0
Approval Rate
0%
Avg LTV
0%
Active Brokers
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Deals by Status
Recent Activity

Delegated Authority — Auto-Routing

Small, standard, single-security residential deals can skip Credit review and auto-issue directly to broker. Configure the thresholds here. Hard rules (UK only, single borrower, single security, no adverse flags) are policy and not configurable.

Auto-routing enabled
When OFF, every DIP goes to Credit queue regardless of rules
Deals above this cap go to Credit.
Deals above this cap go to Credit.
Other asset types go to Credit review. Mixed-use requires Credit sign-off before enabling.
Hard rules (policy — not configurable)
  • Security property must be in England or Wales
  • Single primary borrower, zero joint borrowers
  • Single security property (no portfolio deals)
  • No adverse flags: insolvency history, dissolved CH status, PEP, sanctions