Every open item, one page.
The week before funding used to be an excavation. In Prodeal the punch list is a filter: every open item across the deal, on one page, current the moment you open it.
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A filter, not a document
Nobody compiles the punch list. You filter the checklist to open items and it exists, current, with owners and dates attached.
Prodeal's filters stack: by status, by responsible party, by upload date, in any combination. Hand each person their short list.
The pre-funding meeting, read from the deal
The meeting stops being a reconstruction. Open the list, review what is outstanding, and assign owners on the spot.
- Always current The list is the work, so the punch list cannot go stale.
- Per-person lists Filter to a party and hand them exactly their items.
See what is still open
One click shows only the items still outstanding.
Review the open items
Each line carries its owner, date, and status for the meeting.
Assign and close
Anything unassigned gets an owner and a date on the spot, on the record.
See it on one of your live deals.
Book a demoStacking filters
Status, party, access, unread, upload date, in any combination.
Per-party lists
Filter to one party and share exactly their items.
Meeting-ready
The pre-funding review reads from the live deal, not a compiled doc.
Zero maintenance
Nobody updates the punch list, because it is a view of the work itself.
Questions lenders ask
- Is the punch list a separate document?
- No. It is the checklist filtered to open items, which is why it is always current and nobody maintains it.
- Can each party see their own punch list?
- Yes. Filter to a responsible party and share the cut, so counsel, title, and the borrower each work exactly their items.
- Does it work for the pre-funding meeting?
- That is the point. The meeting reviews the open items, each with its owner and due date, and decisions land on the record as you go.
See your deals in real time.
Send us one live deal. We will build the room on your own checklist.