Loan file · Note (page 2)
Borrower
Marcus J. Whitfield
Property
412 Cedar Ridge Rd
Loan amount
$1,420,000.00
EIN
87-3194021
Vesting (Note)
Cedar Holding LLC
Vesting (OA)
Cedar Holdings LLC
File looks clean to the naked eye. No flags raised.
PreCloseIQ validates borrower, entity, and document data before closing—so you don't deal with costly redraws, delays, or compliance risk.
98%
Errors caught pre-close
3.2x
Faster QC reviews
0
Surprise redraws
LOAN FILE · #PCI-2840
Risk score
72/100
3 issues · 12 checks passed
1 critical mismatch detected
Borrower SSN format
Valid · matches 1003
Entity name (LLC vs. Note)
"Cedar Holdings LLC" ≠ "Cedar Holding LLC"
EIN consistency
9 docs cross-validated
Vesting & signatures
All parties authorized
Entity name mismatch
Note shows Cedar Holding LLC; Operating Agreement shows Cedar Holdings LLC. Suggested fix: align Note to OA + Articles.
Who it's for
If your team handles loan documents, this is built for you.
Interactive demo
Walk through a real validation in under a minute. No signup. No setup.
See the moment
The same loan file — before and after PreCloseIQ inspects it.
Loan file · Note (page 2)
Borrower
Marcus J. Whitfield
Property
412 Cedar Ridge Rd
Loan amount
$1,420,000.00
EIN
87-3194021
Vesting (Note)
Cedar Holding LLC
Vesting (OA)
Cedar Holdings LLC
File looks clean to the naked eye. No flags raised.
Loan file · Note (page 2)
Borrower
Marcus J. Whitfield
Property
412 Cedar Ridge Rd
Loan amount
$1,420,000.00
EIN
87-3194021
Vesting (Note)
Cedar Holding LLC
Vesting (OA)
Cedar Holdings LLC
Entity name mismatch detected
Note vesting reads Cedar Holding LLC while 4 other source docs use Cedar Holdings LLC.
Loan file · Note (page 2)
Borrower
Marcus J. Whitfield
Property
412 Cedar Ridge Rd
Loan amount
$1,420,000.00
EIN
87-3194021
Vesting (Note)
Cedar Holding LLC
Vesting (OA)
Cedar Holdings LLC
Entity name mismatch detected
Note vesting reads Cedar Holding LLC while 4 other source docs use Cedar Holdings LLC.
Financial impact
The cost of catching an error after documents are drawn is never just the redraw fee.
Every corrected document carries a hard cost — and rarely just one per file.
Even small fixes can push closing days, straining borrowers and partners.
All parties have to come back to the table — multiplying coordination overhead.
Rework consumes ops capacity that should be spent funding new loans.
Post-signing risk
Borrower, sellers, notary — coordinating a second signing is rarely quick.
Each round of corrections adds days that compound across your pipeline.
Rate locks expire. Buyers walk. A single missed field can unwind a deal.
Post-close corrections create audit exposure that never had to exist.
The system
PreCloseIQ sits between your LOS and your closing team — quietly reading every document, reconciling every field, and surfacing only what needs human attention.
Cross-document validation
Every name, number, and date — reconciled across the full loan package automatically.
Entity & borrower checks
Detects subtle discrepancies between Note, OA, Articles, EIN letter, and 1003.
Real-time issue detection
Flags risks the moment a doc hits the file — not five days into underwriting.
Correction recommendations
Plain-language fixes with the exact source of truth, ready for your QC workflow.
Example insight
AUTO-FIX READYRecommended fix
Update the Note vesting from Cedar Holding LLC → Cedar Holdings LLC to match all other source-of-truth docs.
The flow
Results in minutes, not days
01 · Upload
Drop your loan package
02 · Validate
Cross-doc analysis
03 · Fix
Guided corrections
04 · Close
Zero surprises
Try it on a real file
Common questions
“We already have QC.”
→ QC finds issues after the process. PreCloseIQ prevents them before documents are even created.
“We don't have time.”
→ Upload and get results in minutes — no integration, no workflow change required.
Pricing
One caught error usually pays for the entire month.
$29–$79
per file
Great for one-off validations or pilot runs.
$299–$999
/month
For active brokers and small lending teams.
$1,500–$5,000+
/month
Built for high-volume lenders and credit unions.
Custom
Tailored to your closing volume and compliance needs.
All plans include encrypted uploads, secure processing, and audit-ready reports.
Security & trust
Enterprise-grade controls — without the enterprise integration burden.
TLS in transit, AES-256 at rest. Your loan files are protected end-to-end.
Isolated, auditable runtime. SOC 2-aligned controls across the stack.
Granular retention, redaction, and access controls — you stay in command of PII.
Designed for the security posture lenders, brokers, and credit unions require.
Ready when you are
See PreCloseIQ run on your real loan files. Most teams catch their first six-figure error inside the first demo.
No procurement gauntlet · 30-minute walkthrough · Built around your workflow