Live checklist
Your borrower never wonders what's left. A live, color-coded list shows what's done, what's moving, and what's still needed.
Commercial real estate lending
The client experience
layer for CRE lending.
Built for the moment your borrower is waiting on you. Every document request, every status update, every “any update?” email, answered before they have to ask. Prodeal turns the loan process into something your borrower trusts, not something they tolerate.
From term sheet to funded, for conventional, alternative, agency, and private lenders.
Customers
10+ years in market and trusted by enterprise.
+ many more Real Estate Teams across the market
What your borrower experiences
Every feature, seen from their side of the screen.
The same checklist, documents, and deadlines your team already runs on Prodeal, now built to answer the questions your borrower would otherwise have to ask.
Borrower upload link
No login, no password. Your borrower drops in rent rolls and operating statements, and nothing sits in a folder waiting to be noticed.
Activity log
Your borrower never has to ask whether a file arrived. Every view, upload, and status change is logged the moment it happens, so the answer is already on screen.
Closing binder
The last impression of the loan is a clean one. Your borrower keeps one organized record of the closing, not a trail of email attachments.
Role-based access
Your borrower's financials are never one accidental forward from the wrong inbox. Each party sees exactly what's meant for them, nothing more.
Document status
Nobody works off the wrong file. Every document carries one clear status, visible to everyone, so the current version is never in question.
Notes
A question about the title commitment doesn't become a separate email thread. The conversation stays next to the document it's about.
Live progress
Your borrower sees how close they are to closing without emailing to ask. A live view replaces the status update they'd otherwise request.
Custom columns
Track loan numbers, asset classes, and exception flags, whatever your team reports on.
Due dates
Nobody learns about a missed deadline after it's missed. Reminders reach the right person automatically, so the closing date never slips over an unread notice.
Punch list
Before the closing call, your borrower already knows what's left. One page shows every open item, so the meeting is about finishing, not figuring out what's outstanding.
My responsibility
When your borrower needs a fast answer, whoever's on point sees exactly what's theirs to handle across every loan, without hunting through five deals.
Custom branding
Your borrower's experience feels like it came from you. They see your name in the inbox and your brand on their loan, not a vendor they've never heard of.
Document watermarking
Your borrower's sensitive documents stay protected even after they leave the loan. Every file carries a quiet, permanent record of who touched it and when.
AI
Ask your AI where the deal stands. It already knows.
Prodeal connects to Claude and the AI tools your team already uses. Ask what is missing on a file, which deals are stuck, or what closed last month, and the answer comes straight from the live loan, not a status someone typed up or a week-old report.
Works with the AI your team uses
Claude
ChatGPT
Copilot
GeminiClaude is connected today over MCP, the open standard. The others connect the same way, and nothing leaves the access rules you already set.
Claude
Ask about any loan
By role
Built for every role on the deal.
Lending operations, underwriting, loan administration, counsel. Each team works the loan in one shared deal room, from term sheet to funded.
Lending operations
Run loans from term sheet to funded on one closing checklist, across all three teams.
Underwriting
Review faster. See what changed, when, and by whom. No file-version archeology.
Loan administration
Service the loan post-close. Every action timestamped. Every artifact preserved.
Debt Capital Markets
Move deals through the pipeline. Status visible without another email.
Counsel and title
Pull what you need, when you need it. Role-based access by folder and file.
Borrower-facing originators
Borrowers upload once. You see it the moment it lands.
By vertical
Used by every kind of Real Estate Team.
Vertical-native to commercial real estate lending. Not Box, not a generic file share, not a retrofitted M&A data room. A folder tree is not a closing: without a request list with statuses and owners, the process stays in email.
Security
Trusted by public companies.
Security built for the institutions that move commercial real estate capital. Encrypted in transit and at rest. Every action logged, access controlled to the folder and file.
SOC 2 Type IIAES-256 at restTLS 1.2 in transitReal-time audit logSSO
Life insurance
HUD multifamily
Credit unions
Private credit
Integrations
Sits inside the stack you already run on.
Outlook, Word, Excel, Box, SharePoint, Salesforce. Prodeal connects in. Not on top of.
“Twelve months in, our servicing email volume is down 75 percent. The deal lives in Prodeal.”
Alyssa SandenVP Commercial Lending, TruStone Financial
75%
Fewer daily servicing emails after moving closings onto Prodeal.
TruStone Financial
3→30
Deals run with the same team.
Cardinal Capital, specialty commercial lender
$528M
Honolulu construction loan, run end to end on Prodeal.
Silverstein Capital Partners
Trust
The records your auditor was going to ask for.
Prodeal is the system of record for the loan. Stored in the United States, audited annually, accessible only to the people on the deal.
SOC 2 Type II
Audited annually. Reports available under NDA for security reviews and vendor onboarding.
Role-based access
Folder and file-level. Lender, borrower, counsel, title each see only what they should.
Complete activity log
Every view, upload, edit, status change, and access event, timestamped and exportable.
Custom branding
Borrowers see your team and your sender. Document watermarks for confidentiality at the file level.
Voice of customer
Proof from our customers.
Three closing teams, three verticals. What changed once Prodeal ran the deal.
75%
Fewer status-chasing emails
“I open Prodeal and I can see what changed and who changed it. The status emails that used to fill my morning just stopped.”
3→30
Deals run with the same team
“We went from three active deals to thirty without adding closers. The deal room carries the load the inbox used to.”
100%
Audit-ready at every close
“When the auditor asked for the file, it was already built. Every action timestamped, every version kept.”
Implementation
The software is the easy part. Changing how you close is the work.
Every rollout is led by people who have closed these deals. We sit with your team, map your checklists, and template your process before the first deal runs. You do not adapt to a tool. You get a partner for the change.
01
Led by closers, not a support queue.
Our Onboarding Team is built from former Commercial Lending attorneys and closers. They have run change management at the largest firms in the market, and they run yours.
02
There is a Prodeal way.
Opinionated by design. We map your checklists and hand you a process that already works, instead of bending the platform around a broken one.
03
Built for teams that hate change.
The number-one reason a closing process stays broken is fear of change. We carry the adoption so your team does not have to.
Ready when you are
See it on a deal you actually run.
The fastest way to know if Prodeal fits your team is to see your own loan in it. We walk you through a live setup in thirty minutes.
No card requiredLive setup in 30 minutesSOC 2 Type II