Manually Run a Deal in DealCheck Ai

If you aren't using the DealCheck Desktop App to run your deals, these are the steps on how to manually upload and run a deal in DealCheck Ai.

1. After logging into the DealCheck Ai product, click "Deal Check"

2. Click "New Deal Check"

3. Select the Location, fill out First and Last Name, and either the Deal Number or Stock Number. Click "Add".

4. Click "Browse" or "Upload Files". Select and upload deal file(s).

5. Once the document(s) for the deal have successfully uploaded, click "Run Check"

6. The deal will take around 2 minutes to run, as issues are detected you will see them start to pull in.

7. Once the check is complete, you'll see a deal summary at the top of the screen. If any information is missing, this can be manually edited using the "Edit & Re-run Checks" button.

Note that if the deal has already been checked and did not error, running it again will incur another charge.

Not sure what to do next? Learn how to mitigate the issues DealCheck AI found on your deal!