Every deal's status, in one view.
Lending operations is a coordination job at its core. Prodeal turns the daily status chase into a glance, so the team spends its time moving deals instead of asking where they stand.
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Status lives in email
Where a deal stands is scattered across inboxes and a spreadsheet that drifts out of date.
Every deal is different
Without templates, each closer reinvents the checklist, and quality varies by who caught the deal.
Handoffs drop items
Closing to admin to servicing is where files scatter and items fall through.
Every deal's status, without asking.
Operations sees and steers the whole book from one place.
01Open each deal on a list
Every deal, however different, runs on its own checklist from one template library.
02Every party works it
Borrower, counsel, and title work the same room, so status is not in email.
03See the whole portfolio
One master view shows every deal in flight, filterable by stage and owner.
04Handoffs carry the record
When a deal moves between teams, the time-stamped record moves with it.
See your whole book in one view.
Book a demoThe book without a meeting
Every deal's real status in one filterable view, current because it is the work itself.
Handoffs keep the record
When a deal moves seats, its list and history move with it. Nothing re-explained.
Different deals, one system
Templates cover each program, so variety does not mean chaos.
Ops owns the process
Structure, statuses, and columns are yours to set once and enforce everywhere.
Questions lenders ask
- How does Prodeal help lending operations?
- It replaces the spreadsheet-plus-folder-plus-email pattern with one live checklist per deal and a portfolio view across deals, so status is a glance rather than a round of emails.
- Can we see status across every deal?
- Yes. A filterable master view shows every deal in flight, so operations sees where the whole book stands without asking around.
- Do handoffs still drop items?
- Handoffs carry the list and its record, so the next team inherits exactly where the deal stands instead of reconstructing it.
- Can operations standardize the process across teams?
- Yes. Ops sets the templates, statuses, and columns once, and every deal opens with that structure, so the process is enforced by the system rather than by reminders.
Operations, off the phone.
Bring your active list to the walkthrough. Status stops being a meeting.