Tools & Dashboards · Forthcoming Q4 2026
Closing Tracker
A funded-loan closing surface. CPs, third-party reports, title/survey, insurance, legal comments, borrower deliverables — all in one priority-ordered view. Sorts by what blocks funding day.
A. Best for
- Loan closers
- Acquisitions deal leads
- Sponsor finance roles
- Construction lenders
B. What it tracks
- CP tracker with owner, due date, and current state
- Third-party report status (appraisal, environmental, engineering)
- Title / survey progress
- Insurance certificates per lender requirement
- Legal comments in flight per document
- Blocker priority ordering — what stops funding-day if not resolved
C. Inputs & outputs
Inputs you provide
- Signed term sheet or commitment
- Diligence index
- Borrower deliverables list
Output formats
- HTML dashboard
- XLSX weekly status
- Markdown for lender update
D. Pair with your AI CRE team
The dashboard is the surface; the agents and skills are what fill it. Add these to your stack in the Company Builder.
Agents (3)
- Closing Coordinator
- Legal Reviewer
- Tax & Insurance Servicer
Skills (2)
- Closing Checklist Builder
- Deal Room Index Builder
Data products (2)
- Lender Checklist
- Timeline Builder
- Model-agnostic. Use with Claude, ChatGPT, Gemini, or any reasoning model that fills the data source.
- No platform lock-in. HTML and React-ready versions ship as portable files — embed in Notion, internal portals, or static hosting.
- Human review required. The dashboard surfaces outputs the team has produced; the team produces — you review before any output leaves the firm.
- One-time purchase. No subscription. Versioned updates ship as patches; major rewrites are separate SKUs.
Add to your stack
Bundle with the agents that fill it.
A dashboard without the team that fills it is a static template. Open the Company Builder, add the Closing Coordinator agent, the Closing Checklist Builder skill, and this dashboard — three SKUs, one workflow.