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 | GDV | 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.
Enquiry Email
Parsing with AI...
ℹYour API key stays in your browser only. Deal data is saved to your organisation's secure workspace.
Borrower & contact
Development overview
Development financials
The deal
The developer
Additional context
Source email
Saving deal...
GDV Comparables
Live data from Land Registry, EPC and other sources
Recent sold prices near the site — check the project's GDV £ per sq ft against actual comparable sales.
Enter a site address with postcode above then click Check Comparables.
View data from:
Companies House – Red Flags
Full borrower name or SPV/company name required to run checks.
AML / PEP / Sanctions DILISENSE
Automated screening against 8,000+ global sanctions, PEP and criminal watchlists. Updated hourly. Covers OFAC, HMT, EU, UN, Interpol and FBI.
Click above to run AML, PEP and sanctions screening against the borrower and SPV.
Credit score & CCJ checks
Run credit score, credit limit and CCJ checks via your organisation's Creditsafe account, then record the outcome below.
Borrower and SPV names required — save Deal Details first.
Creditsafe checks run in your organisation's own account. DealDesk stores your recorded outcome only.
Select funding lines to assess
Running criteria engine...
Confirm Funding Line, Fees, Loan Term and Gross Loan Amount
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.
Email Forwarding Address
Forward broker enquiry emails to this address and DealDesk will automatically create a draft deal.
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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)
Term sheet reference number format
Define how your term sheet reference numbers are generated. Use
{PREFIX}, {DDMMYY}, {YYMMDD}, {YYYY}, {SEQ} (3-digit sequence) as placeholders.Preview: ITL-130726-001
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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User Management
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User Management
Manage users in your organisation
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