Stop listening back to calls to find out what was said.
The AI assistant transcribes and audits your calls, checks validation calls against your own script, flags vulnerability and possible complaints for Consumer Duty, and keeps a summary of every deal up to date. Use Claude or ChatGPT, with your key or ours.
No time to listen back to calls or check validation calls.
Validation calls checked by ear, if they’re checked at all.
Coaching is based on the one call a manager happened to hear.
A vulnerable customer or a complaint can slip past on a busy day.
Every call scored, every validation call checked, every risk flagged.
Every call transcribed, scored and audited, validation calls checked against your script, and Consumer Duty risks flagged as they happen.
Every call scored
A score out of 100 for each call, marked on clarity, engagement, rapport, understanding needs, clear explanation, compliance and fairness, next steps and handling concerns.
Coaching that’s specific
Every mark comes with its reason, plus the call’s strengths and one coaching tip. Scores add up per agent in your reports.
Voice clarity measured, not guessed
Clarity is measured from the recording itself, by how clearly the speech came through, not from the AI’s opinion.
Validation calls checked for you
Record or upload the call and the transcript is checked point by point against your script with this customer’s details. All said: verified. Anything missed or wrong: listed for review.
Consumer Duty flags
Calls and messages are checked for signs of vulnerability or a possible complaint. A flag adds a note and a task for the agent; a person always decides.
Transcripts and summaries
Every call and voicemail transcribed and summarised on the deal, so anyone can pick it up from where it was left.
Deal summaries
Where the application stands, what’s done and what’s next, in a few lines that stay up to date.
Replies drafted or sent
Messages from customers get a drafted reply to approve in one click, or an automatic reply with guardrails: no promises on approval, rates or payments.
AI in your journeys
Classify the latest message as ready, not interested, a complaint, vulnerability or a question, branch a journey on it, or draft and send replies as a step.
Four steps, and most of them happen by themselves.
- RecordA call is made from DealStack, or a recording is uploaded to the deal.
- TranscribeThe call is turned into text and summarised on the deal.
- AuditIt’s scored, checked against your validation script and checked for Consumer Duty risks.
- ActVerified checks move on, agents get their coaching tip, and flags become tasks.
See it working on your own deals.
A 30-minute walkthrough, set up around how you work.
The details that make the difference.
- Optional: Claude (Anthropic) or ChatGPT (OpenAI), with your own key or ours
- Deal facts sent to the AI never include bank details, dates of birth or addresses
- Automatic replies never go out when a message may be a complaint or show vulnerability
- A preview mode, so every feature can be tried on test deals before a key is connected
Better together with the rest of the platform.
Safer deals. Stronger compliance. Less risk for you.
DealStack builds checks and controls into every deal, so fraud is caught early, your process is followed every time, and you have the evidence to back every decision.
Stops fraud before it funds
ID and bank checks, vehicle history (finance, write-offs, stolen markers), document verification and a risk score on every deal flag what doesn’t add up before you send it.
Compliant by design
Consumer Duty, commission disclosure signed on the deal, affordability, and complaints run to DISP timelines. The right steps happen because the process asks for them.
Every deal follows your rules
Process templates, payout checklists and final checks mean nothing is funded or paid until what you require is in place. Funded deals are locked.
Evidence that protects you
Who did what and when, field by field, with every document and message on the deal. Ready for a lender audit, a complaint or the FOS.
Everything in one place. Connected to anything else.
DealStack is built to be the only system you need. If there’s a tool you’d rather keep, we’ll connect it: any provider with an API, webhooks or an export.
- All in one by default, so most teams need nothing else
- Keep the systems you already use, with their data on the deal
- We set up and support the connection with you
DealstackAll in one- AutoConvert
- iVendi
- Codeweavers
- DealTrack
- HubSpot
- Zapier
- Your website forms
- Your dialler
- Your accounting software
- Your dealer management system
- Any API or webhook
See AI assistant with your own deals.
A 30-minute walkthrough with your own process in mind: your lenders, your dealers, your documents.