AI-Powered Deal Matching Tool Development

@augurstech

A Warm Hello! We are readily available to start working on this project! We are excited about the opportunity to partner with you in transforming your proven deal assessment methodology into a secure, production-ready AI-powered platform. The objective is to develop an internal AI-assisted deal triage platform that enables brokers to upload financial documents, automatically extract structured financial data using an LLM, evaluate the deal against a comprehensive lender criteria database, and present the top financing options for qualified broker review. Thank you for considering our proposal. We look forward to partnering with you to bring this innovative platform to life. Best regards, Ana

@shivmirthyusl

Hello, I came across your project, and it looks like something our team at ITFlex Solutions would be a great fit for. Our team can surely manage to do the work you need with over 40+ developers, To help you further on your project we can setup a meeting as well to discuss everything, We have around 18 years of expereince with managing projects and developing good things to our clients. Please visit our Freelancer profile https://www.freelancer.com/u/shivmirthyusl to get more details about us and some samples. Please leave me a message, so we can discuss and confirm the requirements. Thanks, SNR

@tangramua

Hello! My name is Olga - nice to meet you! I’m based in London, so I am sure that it will be convenient for you to cooperate with me as PM (Project Manager) and my team of developers. Our team has extensive experience developing AI-powered web platforms, SaaS products, and intelligent business automation solutions. With software architects, AI engineers, full-stack developers, UI/UX designers and QA specialists on board, we can successfully handle every stage of your project - from technical discovery and architecture planning to development, deployment, and ongoing support. We have strong expertise in LLM integrations, document processing, structured data extraction, recommendation systems, workflow automation and modern technologies including Python, Node.js, React, MongoDB, PostgreSQL, GraphQL and cloud infrastructure. We would be happy to start with the Discovery Phase, review your existing playbook, discuss your requirements in detail and prepare a complete technical specification, timeline and quotation for the MVP before moving into development. We look forward to discussing your project and helping turn your vision into a scalable, production-ready solution. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Olga K Sales Department Tangram Canada Inc.

@irsolutions

With over a decade of experience in full-stack architecture and high-scale systems, I understand your need for developing an AI-Powered Deal Matching Tool. Your project goal of creating a cutting-edge solution that leverages artificial intelligence to match deals efficiently aligns perfectly with my background in high-complexity systems, such as scaling for 1 million users and developing secure FinTech applications. To ensure the success of your project, I propose implementing a strategic approach that focuses on building a scalable and secure system from the ground up. Drawing from my experience in creating Telegram Mini Apps that served over 1 million users, I am confident in my ability to handle the complexity of developing an AI-powered deal matching tool. I encourage you to reach out so we can discuss the roadmap for your project in more detail. I am excited about the opportunity to work together and bring your vision to life.

@diektech

Hi — Elias here from Miami. I see you're looking to develop an AI-powered deal matching tool. The goal here is to create a seamless experience that not only connects users with relevant deals but also scales effectively as user demand grows. What usually matters most here is ensuring the system can handle increasing complexity, especially around AI model integration and real-time data processing. A common issue in systems like this is maintaining performance while adding new features. The tricky part is usually balancing the AI's accuracy with the responsiveness of the application. My approach would involve building a modular architecture that separates the AI components from the main application logic, allowing for easier updates and maintenance. This will help ensure stability while allowing for future enhancements. I've worked on similar projects where integrating AI with user interfaces was key, and I understand the nuances involved. A few questions to better understand the scope: Q1 – What specific user roles and permissions do you envision for the tool? Q2 – Are there any existing third-party integrations we should consider? Q3 – What are your expectations for scaling the tool in the next 1-2 years? Happy to go through the details and suggest the best technical approach. Looking forward to hearing from you.

@kamran2012

Hi, I will build your AI-powered deal matching tool: the ingestion pipeline for deal data, the matching algorithm (likely embedding-based similarity with configurable scoring weights), and a clean dashboard where users review and act on matched results. On a similar project, surfacing match confidence scores alongside the top three reasons for each match cut review time by roughly half for the operations team. Questions: 1) What format does your deal data arrive in (CRM export, API feed, manual upload), and how many deals per day are we matching against? 2) Do you have specific matching criteria already defined (industry, deal size, geography), or will part of this project involve refining those rules with you? Looking forward to your response. Best regards, Kamran

@corpmember29

Hello, I am a honest dedicated full time developer. for AI-Powered Deal Matching Tool Development I read your requirements carefully and understood very well about the project scope and start working accordingly in stages. I am having more then 11+ years of experienced in programming and i believe that i can start working step by step and achieve the project goal in short time frame. successfully implement this project from start-to-finish. Let's come together and create a platform that not only propels your business but also stands out prominently within the marketplace. Thanks

@gutibs

Hi! This is something we can definitely help with — AI-powered matching is right in our wheelhouse. One problem: the description points to attachments (the playbook and developer brief) that aren't visible here on Freelancer's end. Could you share those directly in the chat? Without them I'd just be guessing at the scope. Once I can read through them I'll come back with a proper breakdown of how we'd approach it and what questions remain. Gustavo & the DoTheCode team

@ZohaibRoy

⭐⭐⭐⭐⭐ Create a User-Friendly Application Based on Your Developer Brief ❇️ Hi My Friend, I hope you're doing well. I reviewed your project details and see you're looking for an application based on your developer brief. You don't need to look any further; Zohaib is here to assist you! My team has successfully completed over 50 similar projects for application development. I will create a user-friendly app that meets your needs, using efficient methods and tools to ensure quality work within your budget. ➡️ Why Me? I can easily handle your application development as I have 5 years of experience in software development, specializing in user-friendly designs, coding, and testing. My expertise includes languages like Java, Python, and JavaScript, and I have a strong grip on frameworks such as React and Django, ensuring a smooth development process. ➡️ Let's have a quick chat to discuss your project in detail and I can show you samples of my previous work. Looking forward to discussing this with you! ➡️ Skills & Experience: ✅ Application Development ✅ User Interface Design ✅ Software Testing ✅ Java Programming ✅ Python Development ✅ JavaScript ✅ React Framework ✅ Django Framework ✅ Database Management ✅ Agile Methodology ✅ Version Control (Git) ✅ Project Management Waiting for your response! Best Regards, Zohaib

@ajharul

Hi, I will implement your AI-powered deal matching logic by integrating custom Python algorithms with your existing PHP framework to build a robust, high-performance platform. My team previously engineered a real-time lead-matching system that reduced manual processing time by forty percent. Estimated timeline: 21 days Budget: £8,000 GBP Let's discuss and get started. Ajharul

@ahsansaleemnaz

Hi, I’ve gone through your brief, and I like the fact that the decision logic is already defined. That lets us focus on building a reliable product rather than experimenting with prompts. I’d keep the extraction, rules engine, ranking, and broker review as separate services so each can evolve independently while maintaining a complete audit trail and mandatory human sign-off. For Phase 1, I can deliver the technical specification, architecture, data model, AI pipeline, and implementation plan within one week. I’m comfortable with the IP ownership terms and the staged approach you’ve outlined. Here are my recent projects : Veridox → AI document extraction. Dartican → Enterprise SaaS, workflows, multi-tenancy, audit trails. Current AI assistants → LLM integration and production AI experience.

@Hubready

Hello!, I am a US-based senior software engineer(frontend, backend, ecommerce, etc) and I read your project details carefully. The AI-Powered Deal Matching Tool is exactly the kind of project where the playbook and developer brief matter, and I can help turn that into a practical, reliable product. I have about 15 years of experience in PHP, AI integration, AI automation, AI app development, and production-grade web platforms. My approach would be simple and structured: review the attachments, define the matching logic, design the user flow, build the AI matching engine with admin controls, then test it against real scenarios so the results are accurate and useful. Relevant work includes: - lead qualification and matching dashboard for a B2B service platform - AI-assisted intake tool for a financial advisory workflow - custom PHP portal with automated scoring logic - internal deal triage system for a small SaaS sales team Could you please clarify the following questions to help me better understand the project? 1) What fields are mandatory for matching, and which are optional? 2) Should the AI only recommend deals, or also explain the match reasoning? 3) Is this a standalone app, or should it integrate into an existing site? I’m the kind of person who pays attention to the details before writing a single line of code, so you get something that fits the brief instead of a generic build. James Zappi

@naminghn

Hi there, regarding the development of the AI-powered deal matching tool, I propose leveraging my experience with PHP and AI integrations to create a robust solution that aligns with your project requirements. Given the focus on AI and seamless user interaction, I can ensure the tool is intuitive and efficient, utilizing best practices in both development and design. Your satisfaction is my priority, and I guarantee that I will deliver you a high-quality result. Regards, Ali

@hashoneinfo

As an experienced and versatile developer, I strongly believe I am the perfect fit for your AI-Powered Deal Matching Tool Development project. Over the course of my 10+year career, I have acquired skills in various areas crucial to your project including Website Design, Mobile App Development, SEO/ASO and more. Blending all these skills together, I can create a comprehensive solution that caters to every aspect of your need. My proficiency in the frontend technologies like HTML, CSS, JavaScript, as well as Reactjs and React Native, brings water-tight UI/UX strategies to the table. You can trust me with the entire development stack: whether it's Laravel/ codeigniter for backend or AWS for cloud services. It is by merging these capacities together that I can excel in the development of your AI-powered deal matching tool. Lastly, my previous experience has given me a deep appreciation for the importance of efficient communication and staying on schedule. When you hire me for your project, you'll not only benefit from my technical expertise but also from my dedication to customer satisfaction. Let's get started and take your business' deal matching potential to a whole new level!

@FizzaNadeemK

Hi, I can help you turn your vehicle export sales process into a custom CRM that removes spreadsheet work and keeps every lead, deal, and conversation in one place. I understand the key challenge is building around your real sales workflow with lead capture, pipeline tracking, WhatsApp Business API history, and Microsoft 365 sync. My approach would be to work closely with your team, map the current process, build the CRM modules step by step, and test everything using real enquiries before rollout. I can develop a scalable solution with secure roles, permissions, reporting, and a clean interface your sales team will actually use. I would be happy to review the playbook and developer brief attachments, discuss the preferred stack, and suggest the best implementation plan. Best Regards, Fizza Nadeem K

@kishanbwts

I’d like to help build your AI-powered deal matching tool based on the playbook and developer brief you shared. I’ve worked on similar projects where we matched complex data sets using machine learning models to suggest optimal deals to users—streamlining their decision process. To start, I’d focus on clarifying how your data is structured and what key factors drive the matching logic. Are there priority weights or business rules the AI should learn from the playbook examples? Also, do you prefer a custom model or a fine-tuned existing solution? From experience, aligning AI outputs with business goals early saves rework later. I can quickly prototype a matching algorithm and demo it for feedback before full integration. If you want, I can jump into reviewing your attachments and draft the initial workflow right away so we can nail down accuracy and performance fast. Ready to get started whenever you are.

@MusouDigital

Hi there, we have recently completed a similar project and would love to share some references. Your AI-Powered Deal Matching Tool development sounds right up our alley and we would love to exceed your expectations. We understand the need for a polished, user-friendly, and efficient solution that integrates seamlessly with existing systems. Our experience ensures we can deliver a tool that not only meets but enhances user engagement. With multiple 5-star reviews on similar projects, we rank in the top 1% among 75 million users. While we might be new to Freelancer, we have over 9 years of experience off-site. I truly appreciate you taking your time to review our proposal and would love to discuss this project more. Kind regards, Trichelle

@usmanbashir12100

Hi, I’ve reviewed your requirements and can work according to the playbook and developer brief while integrating seamlessly into your existing workflow. I'm experienced with Claude, Cursor, GitHub, backend APIs, database optimization, and modern frontend development, and I'm comfortable taking ownership of an established codebase to deliver clean, scalable, AI-assisted solutions. I can start immediately, collaborate closely with your team, and ensure every feature aligns with your architecture, coding standards, and long-term roadmap. Best regards, Muhammad Usman

@vladang

Your real risk here isn't the ranking — it's a silently misread turnover figure that clears sign-off unnoticed. The playbook flags that as the failure mode, and it's exactly where these tools quietly break. I'd handle it at the schema level: Claude returns the deal profile through a structured tool-call, every field either a value or an explicit "not found" flag — so "never guess" is enforced by the output shape, not just the prompt. Missing or low-confidence figures surface straight into the sign-off checklist. The hard filter I'd keep as plain code (fast, consistent, auditable); Claude only does extract + rank. Backend in PHP/Python (built both), a clean internal UI, PDF upload, junior/senior roles, and the audit + feedback log wired in from day one rather than bolted on later. Happy to confirm up front: full IP assigned to you as work-for-hire, no reuse on my side. Phase 1 discovery quoted separately as its own fixed fee, off the playbook. One thing that most changes the Phase 1 scope: are the 150 lenders' hard criteria already in a structured matrix, or still living in the prose? That drives how much of the rules engine is real work.