Perhaps you're exploring a new deal with a borrower and ready to take in some diligence docs. Or you just signed a term sheet and are ready to start collecting documents on your deal. These steps will walk you through using ProDeal for all of the above.


To start working on your deal using ProDeal, follow these 4 simple steps:

  1. Create your room (Room = Deal)

  2. Send a kick-off email (introducing ProDeal to all interested collaborating parties) 

  3. Create teams and add users into ProDeal (setting access and responsibilities)

  4. Carry out third party trainings calls as needed (making sure everyone is onboard and comfortable using ProDeal - so the deals can be closed faster)

Create your room

Each deal on ProDeal gets its own room. Rooms contain a checklist that you can present to a borrower or third parties in order to gather or share documents.

To create a new room on ProDeal:

  1. Either clone a template or

  2. Create a new room from your dashboard.

  3. If you clone a room, you can edit the name and other room details in your room's Room Details page.

Send a kick-off email

Giving your colleagues, third parties or counter-parties a heads up that they will be
added into ProDeal is a way to ensure their invitation email is not missed. You can use the template below (and feel free to revise as needed).


We will be using ProDeal to manage our due diligence/closing checklist on this transaction.

You will receive an invitation to create an account and log in shortly.

All parties will upload and download documents to line items on the checklist instead of emailing them. Please upload your comments to the site as well.

To keep you updated in real time, ProDeal will send activity notifications, as well as a daily recap of the prior day's events. You can fully customize these notifications to pick and choose what you would like to receive.

If you have any questions, ProDeal support team is one click away and always ready to help.

In addition to the above email, you can also send along these very helpful resources:

Create teams and add users into ProDeal

After you have set up your room, add teams and team members that need to work in
the room with you. You can create an unlimited number of teams within your room. 

To create a new team and invite a new team member:

  1. Click Teams from the left-hand sidebar.

  2. Click Create Team at the top right corner.

  3. Enter the Team Name and select the Type. Entering a Team Abbreviation is

  4. Next, scroll down to the Add or Remove Members section to enter the email
    address of the person(s) you want to add.

  5. Click Save.

Carry out third party trainings calls as needed

Utilize the following resources to onboard third parties:

  1. Send workflow video

  2. Give access to our help center (

  3. Ask us! We're always available on email and chat. 

Important Documents/Resources

You can use these links to brush-up your knowledge on ProDeal and share it with others. Please remember that our team is standing by for any questions or if you need help - we are always one click away. 

  • How-to close a deal on ProDeal this outlines all of the basic steps to closing your deal on ProDeal. A must read before getting started.

  • Video on general workflow. This video is our most frequently watched video as it simply and quickly explains how to use ProDeal. All users starting transactions send this to their colleagues and counterparties

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