Keeping Users On Track

Closer creates environment where analysts, underwriters, asset managers and senior management can easily find deals and quickly be notified of upcoming events

My Transactions shows those for which you are a contact and in stages relevant to your contact role.Mirrors the user access when they have "Contact-based security".

Loans by Status act as a summary Pipeline of loans in process specific to that user's access level.

Active Pools provides organizational groupings.Pools are assigned on Loan/Tranche Level or through the "Pooling" utility.

Quick List shows upcoming events such as closings outstanding credit approval, documents due, outstanding commitmnents based on the My Transactions population.