Everything the deal needs.
One workspace for the commercial loan closing: the checklist that runs the deal, the portal your borrower actually uses, and the record that satisfies the examiner. Every workflow, every edge case, built for commercial lending.
Live checklist
Prodeal's live closing checklist gives every item an owner, a due date, and a status all parties can see. Open to closed at a glance, without status emails.
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Borrower portal
Borrowers upload documents against named requests with no login required, on your branding. Fewer chase emails, faster document collection.
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Document status
Four standard statuses plus your own on every document in the deal. No version confusion, no final-FINAL-v3, no asking.
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Due dates
Put a due date on any item and Prodeal's reminders route to the responsible party. The list does the chasing, your closers do the closing.
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Punch list
Filter the checklist to open items and the pre-funding meeting reads from one page, current the moment you open it.
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Live progress
A filterable master view shows every deal in flight. Fewer status emails, no status meetings, current because it is the work itself.
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Custom columns
Add the columns your shop's checklist really uses, and save them into templates so every deal opens with your structure.
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My responsibility
Everyone opens Prodeal to a view filtered to what is theirs, across every deal. The morning starts on the work, not on the hunt for it.
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Notes
Questions and answers sit on the checklist line they are about, so context never has to be reconstructed from a thread.
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Audit trail
Every view, upload, edit, and permission change in Prodeal is time-stamped and exportable. An examiner's question becomes a retrieval, not a reconstruction.
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Closing binder
Prodeal assembles a hyperlinked PDF closing binder from the documents the deal already collected. Audit-ready without the post-closing scramble.
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Permissions and security
Role-based access at the folder and file level, automatic watermarking, and guest expiration, on a SOC 2 audited platform.
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Custom branding
White labeling puts your logo and colors on every room a borrower sees, so the experience is your institution's, end to end.
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Document watermarking
Downloads auto-stamp with user, organization, and timestamp, with per-party download controls. A file that walks still says where it came from.
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AI and integrations
Email-to-folder, the open API, and AI assistants like Claude: Prodeal works with Salesforce, SharePoint, and Box.
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Send us one live deal. We will build the room on your own checklist.