The Sample Vault

See exactly what you’d put your name on

Real pages from OneClose deliverables, redacted for confidentiality. Every document ships in your brand with your logo; the quality below is the constant.

Download the Full Sample Pack (PDF)

For Brokers & Advisors
You pay nothing until you approve the proof.

New broker accounts pay nothing to start. We produce your document, you review a watermarked proof and we revise until you approve it, and payment is due only then. Final files release in your brand.

Prefer to order direct? Code FIRSTDOC50 takes 50% off your first document at checkout.

Start your first order. Pay nothing today
Your client never knows we exist.

We sign your NDA before any materials change hands. Every document is produced under your brand, you own the final files outright, and we never contact your client or anyone on the other side of the deal. White-label, in writing.

The Full Library

Four complete documents. One complete engagement.

The complete deliverable suite for a commercial HVAC engagement, exactly as a broker client receives it: teaser through the full CIM through lender-ready recast financials, fully white-labeled. Open any document and judge the standard yourself.

Blind Teaser sample cover

Blind Teaser

3 pages · PDF

The anonymous profile that markets a listing without exposing the client. Project Summit, a commercial HVAC platform.

View Full Document
Confidential Business Review sample cover

Confidential Business Review

11 pages · PDF

The Main Street book: executive summary, services, customers, financials, growth, and process for the same company.

View Full Document
Confidential Information Memorandum sample cover

Confidential Information Memorandum

22 pages · PDF

The full institutional book: fourteen sections from investment highlights through transaction considerations.

View Full Document
Recast Financial Statements sample cover

Recast Financial Statements

5 pages · PDF

Documented add-back schedule, methodology, and the Reported-to-Adjusted-to-SDE bridge lenders ask for.

View Full Document
For Brokers & Advisors
Like the standard? Your first document is half price.

New broker accounts get 50% off their first document with code FIRSTDOC50, applied automatically at checkout. Or start through the project intake form and pay nothing until you approve the watermarked proof. Flat fees, 5-day standard turnaround or 48-hour rush, revisions until you approve, everything delivered under your brand.

See pricing & start an order

Every document above is downloadable in full. Client deliverables carry your brand and your listing’s story to this same standard.

The real proof is your own listing.

New broker accounts get their first document at half price. Upload a deal and see what your listings look like with a real back office behind them.

View Services & Pricing Start a Deal
Sample full view