The record

The binder builds itself.

The closing binder is the deal's permanent record, and assembling it used to be a project that started after everyone was tired. In Prodeal it falls out of the work: every closed document, ordered and hyperlinked.

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Assembled from the deal, not after it

The binder is not a project that starts when everyone is tired. It builds from the documents the checklist already collected and closed, in the order you set, as the deal funds.

The scramble to compile a binder weeks later, chasing versions and signatures, is the thing Prodeal removes.

A hyperlinked PDF, tab to document

Every closed document sits under its tab, hyperlinked from an index, so the binder is navigable rather than a 400-page scroll. What an auditor asks for is one click away.

  • Indexed A table of contents that jumps to each document.
  • Complete Every executed document in the closed set, in order.

It hands to servicing with the loan

When the loan boards, the binder boards with it. Servicing inherits the permanent record instead of requesting it, and a future exam becomes a retrieval.

How it works
01

Close the documents

As each item on the checklist closes, its final document is captured in order.

02

The binder assembles

Prodeal builds the hyperlinked PDF from the closed set, indexed by tab.

03

Export and hand off

Download the binder for the file, the auditor, and servicing.

See it on one of your live deals.

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The rest of the toolkit

Hyperlinked PDF

Every closed document in one navigable binder.

Assembled from the deal

Builds from the documents the checklist already closed.

Indexed by tab

A table of contents that jumps to each document.

Standard document set

The commercial loan binder order your team expects.

Ready for servicing

The loan hands off with its record attached.

Audit-ready

The permanent record an examiner asks for, already built.

Questions lenders ask

How is the closing binder created?
From the deal itself. The documents the checklist collected and closed assemble into an ordered, hyperlinked PDF binder, so the binder is a byproduct of the closing rather than a project after it.
What goes into the binder?
The closed document set for the loan: note, loan agreement, mortgage, title policy, survey, settlement statement, and the rest of the executed record, ordered by tab.
Who uses the binder after closing?
Servicing, auditors, and examiners. A complete, navigable binder means the post-closing questions get answered from one file.
Is the binder a real PDF we can archive?
Yes. It exports as a hyperlinked PDF of the closed document set, so you can archive it, hand it to counsel, or attach it to the servicing file.
What documents go in it?
The closed set for the loan: note, loan agreement, mortgage or deed of trust, title policy, survey, settlement statement, and the rest of the executed record, in the order you set.
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