Deal-flow
Deal-flow Setup Checklist
Deal-flow is the add-on that runs the whole deal in ClearStaq: a client portal where your clients apply, upload documents and sign; applications with statuses from first lead to funded; partners you send deals to; and their offers. Deal-flow Plus adds your own portal domain, form, emails and document types, and the lender side: applications from brokers by email, with your decisions back to them.
This page lists what to set up, in order. Each step links to its guide.
Before you start
- Add Deal-flow in Settings → Usage & Billing. It goes on top of your analysis plan, on the same subscription. See plans and prices
- Most of the setup is in Settings → Client Portal, which only the Owner and Admins see.
What each plan includes
| Deal-flow | Deal-flow Plus | |
|---|---|---|
| Client portal with your logo and colors | ||
| Applications with statuses and history | ||
| Partners by email and API, with their offers | ||
| Applications API and webhooks | ||
| Your own portal domain | — | |
| Your own application form | — | |
| Your own document types | — | |
| Emails sent from your domain, with your own text | — | |
| Applications from brokers, and decisions back to them | — |
The checklist
Client portal
- Turn on the portal and copy its link. Step 1
- Add your own domain and its DNS records (Plus). Using Cloudflare? Set the records to DNS only. Step 2
- Upload your logo and pick your colors. Step 3
- Build and publish your application form (Plus). Step 4
- Choose the documents clients upload, and whether statements are analyzed automatically. Step 5
- Set up the emails: reply-to address, and with Plus your sending domain and your own text. Step 6
- Choose who hears about new applications. Step 7
- Open your portal and apply once yourself to see what your clients see.
Partners
- Add the lenders you send deals to, with their channel, documents and criteria. See Partners & Offers
- Turn on your offers address, if partners email their offers. See offers by email
Applications from brokers (Plus)
- Turn on your applications address and give it to your brokers. See Applications from brokers
- Edit the email brokers get with your decision, if you like. Step 5
Your website or lead sources (optional)
- Create applications from your own systems with the Applications API, and get its webhooks. See API & Webhooks and the API Reference
Day to day
Once it's set up, your team works in Applications: requesting documents, messaging clients, sending to partners, selecting an offer, and marking each deal Funded or Lost. More on applications
FAQ
Do I need Deal-flow Plus to use the portal? No. Deal-flow includes the portal with your logo and colors, on its standard address and with the standard form. Plus adds your own domain, form, document types and email text.
Do statements from the portal, the API or email use credits? Yes. They use your analysis plan's credits, like any other upload.
Is there help with the setup? Yes. Guided setup is available when you add Deal-flow; see the prices in Credits & Plans.