Document Intelligence · Built for Canadian mortgage brokers
The link is sent.
The docs get sorted.
The deal is scored.Link sent.Docs sorted.Deal scored.
Send one secure link. Your client uploads from their phone — no app, no account. DealCheck classifies every file, calculates GDS and TDS, and runs a stress test before you talk to a lender.One link, one upload — classified, calculated, and scored automatically.
The problem
You don't know if a deal is clean until you submit it.
Documents arrive scattered across email, text, and photos. You sort them by hand, calculate GDS and TDS in a spreadsheet, and hope the numbers hold up under a stress test — before you've even opened a file with a lender.
If something's off, you find out after the file's already gone in.
Before
With DealCheck
How it works
Three steps. No copy-pasting.
Send the link
Generate a secure upload link for the deal. No app, no account, nothing for your client to install.
Client uploads from their phone
Drag and drop, tap to browse, or snap a photo — multiple files at once, with live progress. You get a text the moment they're done.
DealCheck classifies, verifies, and scores
Every file is sorted automatically, then GDS, TDS, and a stress-test result are calculated straight from the real documents — no manual entry.
The outputs
Sorted documents. Scored deal.
Every upload produces a classified, structured file and a per-category risk breakdown — both generated from the real documents your client sent, no manual entry.
Pass — qualifies at contract rate + 2% (5.25% floor)
Stable salaried income, 3+ years tenure. No red flags in this category.
Privacy by default
Client data protected before it's stored.
Before any AI-generated analysis is saved, DealCheck automatically strips names, SINs, emails, phone numbers, addresses, and account numbers from the record — with every redaction logged. Your client's documents stay in the deal; the sensitive fields don't leak into stored analysis.
Get started →Built for how clients actually work
No app. No account. Just a link.
Your client opens the link on whatever device they have in hand.
Drag & Drop
PDF, JPG, or PNG up to 10MB. Drop straight from a desktop file browser — no conversion needed.
Snap a Photo
On mobile, the upload zone opens the camera directly. A photo of a pay stub works as well as a scan.
Most commonMultiple at Once
Select every document in one go. Each file uploads and classifies independently, with its own progress bar.
Ready for the lender
One verified package. Nothing to re-gather.
Once a deal's documents are classified and scored, download the whole file as a single package — organized by category, ready to hand to a lender. No re-sorting attachments, no hunting for the one bank statement that's missing.
- ✓Organized by categoryIncome, Property, Borrower, and Assets, kept separate automatically
- ✓One downloadThe full verified file, packaged and ready to send
- ✓Same platform as CallSmartA deal that started as a CallSmart call carries through to DealCheck
Pricing
Simple pricing, per deal.
Pay annually, get 2 months free. Your deal allowance still resets every month — an annual Pro plan gets 10 deals each month, not 120 at once.
3 deals / month
- ✓Automatic document classification
- ✓GDS / TDS calculation + stress test
- ✓Per-category risk scoring
- ✓PII redaction on all stored analysis
- ✓Secure upload links, 7-day expiry
10 deals / month
- ✓Everything in Starter
- ✓10 deals / month included
- ✓Priority document processing
20 deals / month
- ✓Everything in Pro
- ✓20 deals / month included
- ✓Shared team access
Additional deals beyond your plan: $5 / deal
Know before
you submit.
Start free. No credit card. Send your first link in minutes.
No credit card required · Data hosted in Canada · PIPEDA compliant