Deals
Manage and evaluate merchant applications with automated underwriting workflows.
Understanding Deals
A deal in BankVision represents a merchant’s funding application, combining financial data, analysis, and underwriting insights into a structured workflow.
Deal Workflow
1
Application Submission
- Merchant applies for funding
- Basic verification
- Deal folder created
2
Document Upload
- Bank statements
- Business records
- Tax returns
3
Automated Analysis
- Statement verification
- Transaction categorization
- Risk assessment