FOR INDEPENDENT COMMERCIAL LOAN BROKERS

Find Better Deals. Kill Bad Ones Fast. Close More.

You're spending 70% of your week on unbankable files and dead-end leads. DealPilot surfaces high-intent businesses from public records, flags skeletons in 60 seconds, and spreads financials automatically—so you focus 100% on the art of the deal.

No pitch. We listen to your frustrations and build around them.

Pillar A — Trigger Lead Engine
🔴 Live Alerts
Today's Public Record Triggers
🏆 FEDERAL CONTRACT WIN 2h ago
ABC Logistics LLC
$1.2M USAF supply contract — SAM.gov
⏰ UCC EXPIRING SOON 67 days
XYZ Trucking Inc.
$450K MCA lien — refinance window open
🍺 LIQUOR LICENSE FILED today
Downtown Bar & Grill
New location expansion — ABC board filing
🏗️ COMMERCIAL PERMIT yesterday
Metro Builders LLC
$2.1M build permit — working capital needed
This Week
23
New Triggers
$1.8M
Avg Deal Size
8
Sources Monitored
All triggers use public records — 100% privacy-law compliant.
Pillar B — 60-Second Risk Report
Instant Triage
Acme Manufacturing LLC
PROCEED WITH CAUTION
No IRS Federal Tax Liens
Clear — last checked via PACER/IRS public records
No Active Litigation (PACER)
0 open civil cases in federal courts
⚠️
Secretary of State — FLAG
Annual report 47 days overdue — good standing at risk
No OSHA Violations (24 months)
Clean — Department of Labor records checked
No WARN Act Notices Filed
No mass layoff events in last 12 months
Triage Speed
60s
Full Report
5+
Hrs Saved/Lead
12
Data Sources
Know the skeletons before you ever dial the borrower.
Pillar C — AI Financial Spreading
2-Min Analysis
Acme Manufacturing LLC — 2023 Tax Return
$4.2M
Revenue
$840K
EBITDA
1.34x
Base DSCR
Add-Backs Identified by AI
Owner compensation above market +$80K
One-time legal settlement +$40K
Adjusted DSCR 1.66x ✓
📄
Lender-Ready Memo Generated
Narrative + financials formatted for private lender submission
Time Comparison
MANUAL SPREADING
4–8 hrs
per file
vs
DEALPILOT AI
2 min
per file
Stop being a data-entry clerk. Be a closer.

You're a Seasoned Hunter Using a Stick, Not a Rifle

The 2026 commercial lending market has split: simple deals go through automated bank "boxes," while complex alternative deals demand a skilled human broker. But that broker—you—is still using 1990s-era tools. You're spending the majority of your week on dead files instead of on the art of the deal.

The privacy laws that killed traditional "credit trigger" leads? They didn't kill public record triggers. That's your edge.

70%

of your week spent on leads that will never close

10+ Hrs

lost per deal killed by a skeleton found too late

$0

earned from "junk" leads flooding in from shared platforms

From Lead to Lender-Ready Memo in One Dashboard

DealPilot is not a CRM. It's your Virtual Underwriter—combining public-record lead intelligence, instant risk triage, and AI financial analysis so you operate like a 10-person firm.

PILLAR A

The "Trigger" Lead Engine

Stop buying shared lists of people who clicked an ad. DealPilot monitors public records 24/7 to surface businesses that actually need capital today—based on real-world events, not online behavior.

🏆

Federal Contract Wins (SAM.gov)

Alert when a local business wins a government contract. They need working capital within 30 days to staff and fulfill it.

UCC Lien Expirations

Know when an MCA or hard-money lien is expiring in 90 days. Call them before their current lender does.

🍺

Liquor License Applications

A business filing for a new liquor license is committed to a build-out. They need construction financing 90–120 days before opening.

🏗️

Commercial Building Permits & Equipment UCCs

A contractor filing a $2M permit or buying $200K in heavy equipment just won a big project. Working capital opportunity.

THE DIFFERENCE: EVENTS vs. ADS
❌ Shared Lead Lists
  • 100 people who clicked an ad
  • Non-exclusive (your competitors get the same list)
  • No event context — just curiosity
  • Flooded with "tire-kickers"
  • Credit-pull triggers now illegal
✅ DealPilot Triggers
  • 5 businesses that just won a gov contract
  • Exclusive to your territory
  • Real-world event = proven intent
  • Pre-qualified by the trigger itself
  • 100% public records — always legal

"We find the needles in the haystack—and burn the rest of the hay for you."

SKELETON SOURCES WE CHECK
⚖️
PACER Federal Courts
Active civil suits, bankruptcies, judgments
🏦
IRS Tax Liens
Federal and state outstanding tax obligations
🏛️
Secretary of State Standing
Good standing status, annual report filings
🦺
OSHA & DOL Violations
Active investigations, wage disputes, citations
📢
WARN Act Notices
Mass layoff filings — early distress signal
PILLAR B

The "Instant Kill" Skeleton Detector

In 2026, borrowers are increasingly strategic about hiding tax liens and secondary debt. You're finding skeletons on Friday afternoon—after 10 hours of work. DealPilot finds them in 60 seconds, before you ever make the first call.

"I spent all weekend on a deal that was a lie. I wish I knew on Tuesday, not Friday."

— The exact frustration we're building to solve

60 sec
Full skeleton check
5+ hrs
Currently wasted/deal
PILLAR C

AI Financial Spreading

Private lenders in 2026 demand comprehensive financial stories—not just a P&L. That means you're spending entire days in Excel, acting as a data-entry clerk instead of a dealmaker. DealPilot reads the PDFs and gives you a lender-ready memo in 2 minutes.

📊

Auto-DSCR Calculation

Upload tax returns and bank statements. Get DSCR, debt schedules, and add-backs identified automatically.

🔍

Add-Back Detection

AI flags owner comp, one-time expenses, and non-recurring items to maximize the adjusted DSCR for your submission.

📄

Lender-Ready Memo

Outputs a formatted narrative + financial summary ready to submit to private funds—you write the story, we handle the numbers.

YOUR WEEK: BEFORE AND AFTER
❌ Before DealPilot
Manual spreading in Excel4–8 hrs/file
Chasing documents back-and-forth2–3 hrs/file
Formatting for each lender1–2 hrs/file
✅ With DealPilot
Upload → Auto-spread → Review2 min
Auto-formatted lender memoReady instantly
Your time: closing deals100%

Handle 3x the volume. Zero extra headcount.

Built for the Hunter, Not the Institution

Every existing tool was built for either massive banks or consumer mortgage shops. None of them were built for the solo commercial broker who needs to find, vet, and package 3 quality deals a month.

Capability DealPilot Enterprise LOS
(nCino, LoanPro)
AI Underwriters
(Aloan, TurnkeyLender)
Lead Providers
(LendingTree, Lendio)
Public record trigger leads (SAM.gov, UCC, permits)
Exclusive, high-intent leads (not shared with competitors)
60-second skeleton check (PACER, IRS liens, SOS standing) Manual only
AI financial spreading (DSCR, add-backs, lender memo)
Priced for a solo broker (not a 6-figure enterprise license) Mid-market
Privacy-law compliant (no credit-pull triggers) Varies Varies
Designed for the commercial broker (not bank "order takers")

The bottom line: Enterprise LOS tools cost six figures and assume a bank already has the lead. AI underwriters target banks, not brokers. Lead providers sell you noise. DealPilot is the first tool built exclusively for the solo commercial broker who needs to hunt—combining trigger-based lead gen, instant risk triage, and AI financial spreading in one dashboard.

Help Us Build the Right Tool

We're in discovery mode. We're not pitching you—we want to listen to your biggest frustrations so we build around what actually matters to a broker like you.

20-Minute Discovery Call

Tell us about your current process. We'll ask questions. You'll complain. We'll take notes. No sales pitch—ever.

Shape the Product

Early participants directly influence which trigger sources we build first and what the risk report covers.

Early Access Priority

Discovery call participants get first access when the platform launches—at founder pricing.

No commitment. No pitch. Just a conversation about your workflow.

Stop Being a Data-Entry Clerk. Start Being a Closer.

Every week you spend on unbankable files is a week your best deals walk to someone else. DealPilot finds the high-intent leads, kills the bad ones instantly, and handles the paperwork— so you can focus on the $500K commission, not the $0 spreadsheet.

20 minutes. No sales pitch. We listen to you.