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Innovative loan lifecycle management system

Comprehensive loan lifecycle management system, streamlining the origination and management of commercial real estate secured debt.



Track your loans from inquiry to disposition.

CLOSER is a comprehensive loan management system providing a secure, intuitive and customizable environment supporting tracking and reporting of pipelines, loan submissions, underwriting, due diligence, critical disposition data, and asset management. The system provides a flexible solution that allows complex customization of underwriting templates along with highly formatted text narratives and a comprehensive data set sufficient to manage GSE, CMBS, and portfolio execution across all main CRE property types. Data visualization tools, reporting engines, and API integration provide clients with efficient access to their data.

Deals processed annually
Share of GSE multifamily originations
Years in production as an enterprise solution
Share of domestic CMBS originations

Powering more efficient loan lifecycle management

CLOSER Benefits
CLOSER Benefits

Streamline Operations 

Centralize your commercial loan management process in a single, intuitive system, saving time and money by consolidating key deliverables in CLOSER instead of email.

CLOSER real estate software benefits
CLOSER real estate software benefits

Credit Decisioning

CLOSER automates lending and risk decisions with real-time results for teams to make best the decisions.

CLOSER benefits
CLOSER benefits

Enterprise Management

Tailored capabilities of the platform lead to controlled, balanced and aligned priorities across teams and functions.


Capabilities of the system

Closer Loan Tracking System Features
Workflow & Process Management
  • Pipeline management
  • Shared transaction communication threads / tools
  • Loan status / stage and activity tracking
  • Event driven email notification to users / user groups
  • Contact management and security protocols
  • Key date tracking and ticklers
  • Advanced checklist configuration
  • Document management
  • Global rate management tools
Closer Features
  • Multiple quote / loan term scenario analysis and tracking
  • Quick sizing comparisons between quotes
  • Supports complex deal structures, including multiple loans, properties, tranches, and borrowing structures
  • Comparable and subject property expense and income analysis tools
CLOSER Features
Processing & Underwriting
  • Configurable Excel-based UW template management
  • Narrative builder including formatting, embedded tables, dynamic tagging and images
  • Detailed cash flow and tenancy analysis and reporting
  • Target based versioning
  • Lease rollover analysis
  • Borrower / sponsor analysis and tracking
  • Sponsor financial and real estate holdings storage and analysis
  • Third party report tracking and storage
  • Property inspection data storage and tracking
CLOSER Features
  • Detail fee / deposit tracking
  • Escrow calculator
  • Sources and uses tracking and analysis
  • Representation and warranty input, modification, and tracking
  • Third party document creation integration
  • Warehouse / funding tracking and analysis
  • Warehouse lender data feed allowing transfer of critical data
CLOSER Features
  • Customized ASR and credit memorandums
  • Customized letters and correspondence
  • Custom report building engine
  • State of the art ad-hoc query and report generation
  • Ability to leverage third party report generation tools if desired
  • State of the art customizable data tape generation
CLOSER Features
System Administration
  • Enterprise level license with no user or transaction limits, including third party vendors
  • World class hosting with a bank data center (Computer Services, Inc. - ticker: CSVI)
  • Role-based security access engine (unlimited roles)
  • Client access to full suite of administration and configuration tools
CLOSER Customer - loan management software for private lenders
CLOSER Customer - loan management software for private lenders



CLOSER supports some of the largest and most respected lenders in the industry, streamlining the lifecycle of their commercial real estate lending.



CLOSER supports some of the largest and most respected lenders in the industry, streamlining the lifecycle of their commercial real estate lending.

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