For private and hard-money lenders
Make your full loan closing pack from one HubSpot deal.
Portant makes promissory notes, deeds of trust, guaranties and escrow instructions from your deal data. Each document is correct for the state and the borrower.
The problem
Closing docs are still built by hand
6+
Data copied into 6 or more documents for each loan.
Per state
A different template for each state and borrower type.
1 error
One wrong name or amount delays a closing.
How it works
From deal stage to signed pack, inside HubSpot
01
The deal stage changes in HubSpot.
02
Portant selects the templates for the state and borrower type.
03
Portant fills them with deal, contact and company data.
04
The borrower signs with Portant e-signature.
05
Signed documents go back to the HubSpot deal.
The document pack
Every document in your closing pack
- Loan Terms/Approval Sheet
- Promissory Note
- Deed of Trust
- Guaranty Agreement
- Loan Affidavit
- Loan Agreement
- Escrow Instructions
- Allonge
- Extension
- Release
Customer story
“When the legal department hands me a set of new loan docs for a new state we're lending in, I can have them up and running, thanks to Portant, within a few hours and our loan processors can have new loan docs out to a client that day!”
Megan Marohn
VP, Boomerang Capital
Cut document production time in half
$500M+in loans a year
800+loans a year
Free template build
Send us one of your loan templates. We will build it in Portant for free.
Upload a promissory note, deed of trust or any loan document you use today. We connect it to your HubSpot deal data and show it to you on a call.
Thanks. We have your details.
We will email you within one business day. To go faster, book a demo now.
Book a 20-minute demo