How AI Compliance Controls & A Unified Portal Cut Lending Time In Half with DealHub 360 | PEP094

Visit our guests DealHub 360 here: https://na2.hubs.ly/H030plB0

Tired of chasing documents and updates across spreadsheets, inboxes, and shared drives? We bring together the creators of DealHub 360, Deepika Shahani and Paul Manley, to show how a centralized loan origination portal helps ISOs, lenders, and equipment vendors move faster, stay compliant, and reduce risk without adding headcount. Paul Manley shares two decades of payments and architecture experience—from ACH roots to international builds—while Topeka Shahani connects the dots from equipment finance to a platform purpose-built for modern lending.

We introduce DealHub 360, an AI-powered loan origination portal built to replace spreadsheets and scattered emails with a single workflow for ISOs, lenders, and equipment suppliers. We talk risk, compliance, and how a pilot client helped cut processing time by 50% while setting the roadmap for CRM, servicing, and payments.

• origins in payments, ACH, and equipment finance
• why spreadsheets break at scale for lenders and ISOs
• pilot-driven design with Brad and measurable time savings
• financing beyond equipment: rentals, subscriptions, MCA, SBA
• risk tiers, automation for small tickets, human review for larger
• state-level compliance controls and configurable notices
• AI screening, data gathering, and future RAG agents
• out-of-the-box features, no lock-in, easy onboarding
• security model with roles, encryption, and audit readiness
• roadmap to CRM, collections, and payments under one roof

We dig into the real bottlenecks: fragmented data, slow underwriting handoffs, and state-by-state rules that derail momentum. You’ll hear how a meticulous pilot client helped shape features that matter in the field, from eSign and credit pulls to notifications that keep agents and merchants on track. The result is a measurable impact: application processing time cut by half and a cleaner path to scale. We also unpack the shift from traditional leasing to rentals, subscriptions, SBA, and MCA, and why small-ticket automation paired with human review for mid-range deals strikes the right balance between speed and safety.

AI plays a targeted role here. Today, the platform screens businesses and personal guarantors, pulling from public sources and surfacing insights an underwriter can act on. Tomorrow, retrieval-augmented search and action-oriented agents will help teams find similar cases, summarize financials, and propose next steps—always with a human in the loop. Security and governance stay front and center: role-based access, field-level permissions, encryption, audit readiness, and a roadmap that adds CRM, collections, ACH, and payments for a true one-stop shop.

If you’re ready to replace manual chaos with a system that adapts to your programs and compliance rules, this conversation shows what’s working now and what’s next. Subscribe, share with a teammate who lives in spreadsheets, and leave a review with the one feature you wish your lending workflow had.

**Matters discussed are all opinions and do not constitute legal advice. All events or likeness to real people and events is a coincidence.**

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A payments podcast of Global Legal Law Firm