For lending teams

Term sheet signed.
Still chasing the closing checklist.

Dilit automates confirmatory diligence, the document chasing and first-pass checking after a loan is agreed, and shows you exactly what still needs attention.

Talk to us about your closings
  1. 01Start with your checklist
  2. 02Collect the documents
  3. 03Match and check
  4. 04See every problem in one list
  5. 05Decide and keep the recordYour team

The work, and what replaces it

One person chases every file by hand. Dilit does that part.

After a loan is agreed, chasing documents and checking them by hand is slow and easy to get wrong. Dilit takes the chasing and the first pass; your team makes every decision.

Example

By hand, today

  • Day 1Closing checklist sent to the borrower
  • Day 4Reminder sent
  • Day 9Another reminder sent
  • Day 12Open every PDF and compare by hand

With Dilit

  • Checklist becomes a live list per dealLive
  • Borrowers upload through your branded linkUploaded
  • Reminders go out on your scheduleSent
  • Signatures, dates, names and amounts checked firstChecked
  1. 01

    Start with your checklist

    Dilit does this

    Drop in your Word or Excel checklist. Dilit turns it into a live list of what each deal needs.

    Retype the checklist into a spreadsheet
  2. 02

    Collect the documents

    Dilit does this

    Borrowers upload through your branded link, and Dilit sends the reminders for you.

    Email the borrower and chase by hand
  3. 03

    Match and check

    Dilit does this

    Dilit lines up each file with its checklist item and checks the basics: signatures, dates, names, amounts.

    Open every file and compare by eye
  4. 04

    See every problem in one list

    Dilit does this

    Each problem shows what is wrong, who owns it, and the next step.

    Track the problems in your head
  5. 05

    Decide and keep the record

    Your team

    Your team approves, rejects, or waives each item. Dilit saves the decision and the reason.

  • Every reminder is sent by hand, from one inbox
  • A folder of files does not show what is missing

A real check, and every check

Here is one file, checked in full. Here is every open problem, across every deal.

Every gap Dilit finds, on every active deal, lands in one queue you work top to bottom.

Example

One document from the checklist

Certificate of Liability Insurance

Example document

Borrower name
Northfield Components LLC
Policy period
01 Mar 2027 – 01 Mar 2028
Coverage
See attached endorsement

What Dilit checked

  • Borrower nameMatches the checklist
    Verified
  • Expiration dateExpires before closing
    Defective
  • Coverage amountNeeds a person
    Needs review
Example

Open problems · three active closings

ClosingItemProblemPriorityOwnerNext step
Northfield Components LLCGuarantyMissingSignature missingP2Deal opsAsk for signed page
Ridgeline Freight Co.Insurance certificateDefectiveExpires before closingP1Credit reviewerAsk for new certificate
Marlow Dental GroupEntity documentsConflictingCompany name does not matchP1CounselFix company name
Northfield Components LLCCoverage scheduleUnsupportedRequired amount not supportedP2Credit reviewerReview required amount
  • P2GuarantyMissingSignature missing
    Northfield Components LLC · Deal ops · Ask for signed page
  • P1Insurance certificateDefectiveExpires before closing
    Ridgeline Freight Co. · Credit reviewer · Ask for new certificate
  • P1Entity documentsConflictingCompany name does not match
    Marlow Dental Group · Counsel · Fix company name
  • P2Coverage scheduleUnsupportedRequired amount not supported
    Northfield Components LLC · Credit reviewer · Review required amount
What it takes in
Your Word or Excel checklist, plus PDF, image, spreadsheet, and Word files.
What it checks
Signatures, dates, names, duplicates, and details that do not match.
How it follows up
Approved reminders on a set schedule. A person handles anything sensitive.
  • Dilit finds the problem; your team decides what to do about it

Why you can let it check first

Dilit checks first. Your team decides everything.

You can always see the source

  • Every result links back to the page it came from, or says why the evidence is missing.

A person makes every decision

  • Dilit checks dates, signatures, names, and amounts; your team sends messages, grants waivers, and makes the final call.

Security, in plain language

  • Built for access controls, separated data, encryption, and clear retention. Ask us what is live today.
Example

Decision record

ApprovedCurrent
Closing analystEntity chart v310 Mar · 09:14Names match the checklist item.
Waiver savedCurrent
Credit leadCoverage schedule v210 Mar · 11:06Approved with a stated condition.
Review againStale
System flagInsurance certificate v411 Mar · 08:31The document changed after review.
  • If the evidence behind a decision changes, Dilit flags it for another look

Your brand

Your borrowers see your brand, not ours.

The upload page your borrowers use carries your logo, your colors, and your name.

Example

Illustrative borrower portal · fictional lender brands

Meridian Credit PartnersSecure upload

Hi Northfield Components, 2 documents still needed

Request open · Due 12 Mar

Upload your renewed insurance certificate

Your deal team will review the updated policy.

Drag a file here, orChoose file
  • Certificate of formationReceived 08 Mar
  • Renewed insurance certificateDue 12 Mar
Powered by Meridian Credit Partners · no Dilit branding
  • Same Dilit workflow underneath, each lender’s borrowers see only that lender’s brand

Get started

Talk to us about your closings.

Tell us how your team runs closings today and we will show you where the checks fit.

  • Dilit is still being built; live deals start with a security review
  • Dilit is a subscription; setup starts from your checklist
Talk to us about your closings

Or email hello@scalingtrades.com