Upload an offer pack CSV Or paste CSV here (one row per offer pack)

Expected fee percent

Dedicated account balance

Monthly draft amount

Projection start date

Client summary for pack

Disclaimer: operations checklist tool, not legal or financial advice. Synthetic sample data only (Creditor A, Bank Example).

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How it works

Completeness gate per offer pack: creditor, enrolled balance, offer amount, expiry, payment schedule and client approval must all be present.

Arithmetic validation: the payment schedule must sum to the offer amount, and the fee amount must match the fee percent of the enrolled balance.

Expiry-risk check: projects the date the dedicated account can fund the offer from its current balance plus monthly drafts, and flags offers expiring before that date.

Plain-language client summary for a selected pack (what you will pay, to whom, by when, what the fee is, total cost), downloadable as text, plus a downloadable audit CSV.