Prodeal

Prodeal: Transaction Management software

The client experience layer for CRE lending.

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Transaction ManagementDocument Management SystemWorkflow Automation

Prodeal is a commercial real estate lending platform that manages the loan closing process from term sheet to funded. ⁣‍⁠‌⁠⁠⁠‍‍⁠​‌⁠⁠⁠‍‍⁣It serves conventional, alternative, agency, and private lenders, providing a shared deal room where lending operations, underwriting, loan administration, and counsel collaborate on one closing checklist.

Product

Prodeal

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Overview

What Prodeal does

The platform gives borrowers a no-login upload link, live checklist, activity log, closing binder, and role-based access at folder and file level. ⁣‍⁠‌⁠⁠⁠‍‍⁠​‌⁠⁠⁠‍‍⁣Additional capabilities include document watermarking, due-date reminders, custom columns, and AI integration via MCP with Claude, ChatGPT, Copilot, and Gemini. Prodeal connects to Outlook, Word, Excel, Box, SharePoint, and Salesforce, and is SOC 2 Type II certified with AES-256 encryption, TLS 1.2 transit, real-time audit logging, and SSO.

What it does

Prodeal core capabilities

Live checklist

Color-coded list showing what's done, moving, and needed.

Borrower upload link

No-login document upload directly into the deal room.

Activity log

Every view, upload, and status change timestamped.

Closing binder

Organized record of the closing for the borrower.

Role-based access

Folder and file-level access by party role.

Document status

Single clear status visible to everyone on the deal.

Document watermarking

Permanent record of who touched each file and when.

Custom branding

Borrower-facing experience carries your brand identity.

Technical specifications

  • SOC 2 Type II
  • AES-256 at rest
  • TLS 1.2 in transit
  • Real-time audit log
  • SSO
  • Claude integration via MCP
  • Integrations: Outlook, Word, Excel, Box, SharePoint, Salesforce

Who it is for

Who Prodeal is built for

Target audience

  • Large Law Firm
  • In-House Legal Teams

Team size

  • 500+

Case studies

No case studies yet

Prodeal doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.

Trust & compliance

Prodeal security at a glance

Security certifications

SOC 2 Type IIAES-256 at restTLS 1.2 in transitReal-time audit logSSORole-based access

Named enterprise customers

BerkadiaBrookfield Asset ManagementMetLifeFortressStewartSilverstein Properties

Pricing details

Prodeal pricing

Starting price

Contact for pricing

Pricing model

Not disclosed

Free version

Not offered

Demo and 14-day trial offered; pricing not publicly listed.

Product videos & screenshots

See Prodeal in action

Product interface

Prodeal Interface

Comparisons

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Transparency

Prodeal sources

Pages used to generate and verify this profile.

  1. 1https://prodeal360.com/

FAQs

Frequently asked questions about Prodeal

Prodeal is a client experience platform for commercial real estate lending that manages the loan closing process from term sheet to funded. It provides a shared deal room with a live closing checklist, borrower upload links, activity logging, role-based access, and closing binders for conventional, alternative, agency, and private lenders.

Prodeal is built for every role on a CRE deal: lending operations, underwriting, loan administration, debt capital markets, counsel and title, and borrower-facing originators. Enterprise customers include Berkadia, Brookfield, MetLife, Fortress, Stewart, and Paul Hastings, across life insurance, HUD multifamily, credit unions, and private credit.

Prodeal is SOC 2 Type II audited annually, with AES-256 encryption at rest, TLS 1.2 in transit, real-time audit logging, and SSO. Access is role-based at the folder and file level, data is stored in the United States, and reports are available under NDA for security reviews and vendor onboarding.

Yes. Prodeal connects to Claude today over MCP, the open standard, and supports the same connection for ChatGPT, Copilot, and Gemini. Users can ask what is missing on a file, which deals are stuck, or what closed last month, with answers drawn from the live loan data without leaving existing access rules.

Prodeal integrates with Outlook, Word, Excel, Box, SharePoint, and Salesforce, sitting inside the existing stack rather than on top of it. The platform also connects with AI tools including Claude, ChatGPT, Copilot, and Gemini via MCP.

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