Real Estate Finance Transactions
From intake to closing and beyond with process management, dashboards and automated reporting.
The Challenge with
Real Estate Finance Transactions
Real estate finance transactions involve coordinating lenders, borrowers, local counsel, internal teams and many others. Without centralized tracking, due diligence items live in email threads, closing conditions scatter across spreadsheets, and status updates require manual compilation. Partners lack visibility into pipeline progress, junior lawyers chase down outstanding items individually, and post-closing obligations get lost after the deal closes.
How Lupl Streamlines This Process
Lupl provides a structured workspace for each transaction from initial mandate through post-closing compliance. Capture deal intake through no-code forms that create matters with pre-built workstreams for due diligence, closing conditions, document preparation, and post-closing obligations. Custom workstreams track each requirement with responsible parties, due dates, and completion status. Automations send reminders for upcoming deadlines, notify stakeholders when documents are ready, and trigger status reports on schedule. Real-time dashboards show pipeline health, bottlenecks, and team capacity across all active transactions. AI agents can review diligence reports, flag standard issues, and draft status updates for lender calls.
Key Capabilities
- No-Code Forms for transaction intake capturing property details, loan terms, parties, and key dates
- Custom Workstreams to track due diligence items, closing conditions, document execution, and post-closing deliverables
- Automations for deadline reminders, document routing, status notifications, and scheduled reporting
- Real-Time Dashboards for pipeline visibility, closing date tracking, and team workload management
- Document Management & Automation with template-based loan documents and secure client sharing
- AI & Agents to review diligence materials, identify issues, and draft progress reports
Who This Is For
Real Estate Finance Transactions with Lupl is designed for law firm teams advising lenders, borrowers, and sponsors on acquisition financing, construction loans, and refinancing transactions. Whether your team handles individual deals or manages high-volume lending programs, Lupl provides the structure, visibility, and automation to deliver predictable closings and maintain post-closing compliance.
Frequently Asked Questions
What is real estate finance transaction management software?
Real estate finance transaction management software is a platform that coordinates the due diligence, closing conditions, document execution, and post-closing obligations for lending transactions. It includes intake forms, milestone tracking, automated workflows, and deal pipeline dashboards.
How do law firms manage real estate finance transactions efficiently?
Law firms use Lupl to deploy transaction templates with standardized closing checklists, automate deadline reminders and status reporting, and provide lenders with real-time visibility into transaction progress through secure dashboards.
Can Lupl handle both construction loans and permanent financing?
Yes. Lupl’s template library allows you to create transaction-specific workstreams with tailored checklists for construction draws, permanent loan closings, or refinancing requirements that reflect each deal structure.
Ready to transform your process?
See how Lupl can bring structure, visibility, and automation to your lending transactions.