DealCloser

DealCloser platform is an all-in-one solution to transaction management. The platform includes tools for managing closing checklists, contract negotiation, signature collection, and the creation of closing sets. Its interface is designed to facilitate ease of use and efficient navigation. 

Closing Checklists
The platform replaces static checklists with interactive, digital versions that enable real-time updates, secure document sharing, and centralized collaboration. User and document-level permissions offer control over access to sensitive information.

• Completely Customizable
• Collaborative Workspace
• Real-time Status Updates
• 24/7 Client Access
• Task Management
• Document-Level Permissions
• Import Your Checklists
• Clone Existing Deals

Contract Negotation
DealCloser offers a centralized environment for managing contract versions and revisions. Users can track document changes, compare redlines within the platform, and receive notifications on updates. Integration with document management systems allows for synchronization of files and records.  

• Eliminates Email Overload
• Bi-Directional DMS Sync 
• Version Control
• In-App Document Revisions
• Instant Redline Comparisons
• Global Document Edits

Signature Management
The platform supports automated creation of signature pages and packets. It tracks the status of signatures in real time and integrates with third-party e-signature tools, while also supporting traditional wet-ink signing methods.  

• Live Signature Tracking
• Automated Signature Packet Creation & Collection
• One-Click Reminders
• Seamless DocuSign Integration
• Proprietary E-Signature Solution
• Supports Wet-ink Signatures

Closing Sets
DealCloser provides automated tools to assemble closing sets with indexed and hyperlinked documents. The system allows users to apply custom branding and generate multiple tailored versions as needed.  

• Creates Sets in Seconds
• Firm Branding Supported
• Create Bespoke Versions
• Indexed and Hyperlinked

Activity Notifications
Stop waiting for email summaries and deal-team meetings for status updates. Get up-to-the-minute updates delivered straight to your inbox. Instantly know when new document versions are uploaded, see signature status updates the moment they happen, track checklist changes, and more. Staying on top of a deal's progress has never been easier.

Activity Reports
Complex deals often lead to miscommunications and unintentional disorganization within deal teams. Get a clear view of all team and collaborator actitivies with instant insight into everyone's tasks and deadlines. Stay organized, stay informed, and collaborate more seamlessly. 

Your Brand, Your Way
Elevate your team's and customers' transaction management experience with a tech-powered platform, perfectly aligned to your organization’s brand. Customize with your logo, colors, and a personalized URL for a flawless, branded experience.