Follow these easy steps to use ProDeal with your clients:

  1. Upload documents like you commitment or proforma directly into your ProDeal room.  Pre-load rooms with frequently requested documents like wire instructions or a title affidavit.  
  2. Communicate with your clients directly in ProDeal by using room notes.
  3. Once documents are final, close Line Items to show things are final or complete.  Use the filters to quickly see what still remains outstanding.
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