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Enterprise Layer Intelligence
Categories/Project Management/Prodeal
Prodeal

Prodeal

Founded 2016

Manage commercial real estate loan closing checklists, document requests, and borrower updates in real time

You can use Prodeal to run commercial real estate loan closings from term sheet to funding. The system centralizes document requests, loan checklists, and borrower interactions into a single shared space. Borrowers can upload files through secure links without creating accounts, while team members track requirements across underwriting, legal, and loan operations. You can monitor file statuses, assign responsibilities, track deadlines, and compile clean closing binders. It also connects with workplace tools and AI assistants to quickly answer questions about loan progress.

What Prodeal does

Create color-coded closing checklists with custom tracking columnsGenerate passwordless borrower document upload linksSet automated reminders for approaching loan closing deadlinesWatermark confidential files before sharing them with outside partiesExport audit logs showing file interactions and status updatesOrganize completed deal documentation into closing bindersConnect external AI assistants to query transaction progressSecure borrower upload links that require no logins or passwordsLive color-coded closing checklists to track missing requirementsAutomatic closing binder generation for completed dealsFolder and file-level role-based permissions for lenders, counsel, and borrowersPermanent document watermarking with file access recordsDirect connections to AI assistants like Claude via MCP to query loan statusReal-time audit log of all views, uploads, and edits

Frequently asked

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Prodeal, commercial real estate lending, CRE loans, loan closing, closing checklist, document collection, borrower portal, deal room, closing binder, loan administration, underwriting, role-based access, document watermarking, loan operations, audit log