Deal Pipeline
All deals for your organisation
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Total deals
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In review
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Terms issued
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Approved
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Declined
All
Draft
In Review
Terms Issued
Approved
Declined
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| Borrower | Address | Loan type | Gross loan | Status | Created | By |
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New Deal
Parse a broker email and run criteria
✦AI email parsing is handled securely server-side. No API key required.
Broker email
Parsing with AI...
ℹYour API key stays in your browser only. Deal data is saved to your organisation's secure workspace.
Borrower & deal
Development details
Source email
Saving deal...
Select funding lines to assess
Running criteria engine...
Term sheet details
Funding Lines
Lender criteria for your organisation
Term Sheet Branding
Configure how your term sheets look. Org default applies to all users — individual settings override it.
Organisation default
My personal settings
Identity
Logo
ℹUpload a PNG or JPG logo. Recommended: transparent background PNG, max 400×120px. Will appear in the top-left of the term sheet.
No logo uploaded
Signatory details
Standard conditions (pre-fills term sheet conditions box)
Disclaimer text
Next steps (process narrative — appears after conditions)
Conditions precedent (numbered list — one per line)
Security package (narrative)
Footer text
Word template (.docx)
ℹUpload your own branded .docx template with
{{placeholder}} tags where deal data should appear. Download placeholder guide →No template uploaded — using default Valoris layout
Saving branding...
Admin
Valoris super-admin panel
⚠This area is visible to Valoris administrators only.
Organisations
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