Overview

This document contains templates for the following scenarios:

  • How do I give my colleagues a heads up that we’re going to be using ProDeal? 
  • I’m ready to invite people to ProDeal.  Should I email them before I do?
  • What if colleagues or external parties ask me for more information? 

Templates

How do I give my colleagues a heads up that we’re going to be using ProDeal?

-- BEGIN SAMPLE EMAIL--

I am pleased to let you know that we will be using a new collaborative platform called ProDeal for managing and automating transactions.  

As we integrate ProDeal into our workflow, I want to make clear our path for successful adoption:

ProDeal will be a secure, single source of truth and allow us to seamlessly close transactions as well as drastically reduce the number of emails sent on deals.   Therefore, it is imperative that you commit to using ProDeal entirely for this transaction.

As we get started, the ProDeal team will be available to train and support our team whenever we need them.  Please give them your attention and provide feedback where you see fit.

 

-- END SAMPLE EMAIL--

I’m ready to invite people to ProDeal.  Should I email them before I do? 

Absolutely.  A kick-off email, like the one below, is a proven method to successful adoption.

--BEGIN SAMPLE EMAIL--

cc: support@prodeal360.com

All, we will be using the ProDeal platform to manage both our underwriting due diligence/ closing checklist on this transaction.

Invites to ProDeal will go out shortly. If you need to add additional colleagues, click here for instructions.

Once you have access, please start uploading documents to the deliverable folders instead of emailing them to us.  Counsel will also distribute loan documents directly through ProDeal.  

Click here for a 90-second video on how to upload and download documents to the deal room.

-- END SAMPLE EMAIL--

What if colleagues or external parties ask me for more information?  

Send them the following suggested response:

--BEGIN SAMPLE EMAIL--

Thanks for your email.

We’re excited to leverage this simple and powerful tool to streamline and secure our workflow.

The ProDeal platform will help reduce email traffic, keep track of current versions of documents, and make sure documents are always being shared with all of the appropriate counterparties.

ProDeal will also reduce email traffic and ensure everyone is getting real-time updates.

Please let me know if you have any additional questions.  If you need any help getting logged in or trained, you can email ProDeal support at support@prodeal360.com or use the live chat on their website.

--END SAMPLE EMAIL--


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