Go to ProDeal
All Collections
Videos & Product Tours
Videos & Product Tours
Tutorials and webinars made for anyone from beginners to advanced users
18 articles in this collection
Written by
Vincent Alfieri
and
Ian Group
Fundamentals
ProDeal Fundamentals: Getting Started
Learn the basics in under 5 minutes!
Written by
Ian Group
Updated over a week ago
ProDeal Fundamentals: Extended Walkthrough
A deeper dive into ProDeal's functionality
Written by
Vincent Alfieri
Updated over a week ago
ProDeal Fundamentals: New Host Onboarding
Did you just purchase a ProDeal license? Get started here!
Written by
Ian Group
Updated over a week ago
How to Use Document Watermark
Learn how to add watermarks to your documents on ProDeal!
Written by
Vincent Alfieri
Updated over a week ago
ProDeal Features: Closing Binder
Learn how to export the Closing Binder in 2 clicks directly from ProDeal.
Written by
Vincent Alfieri
Updated over a week ago
ProDeal Features: Room Cloning
How to clone an existing room to speed up your new deal kick-off
Written by
Vincent Alfieri
Updated over a week ago
ProDeal Features: Room Details
How to set and access Room Details, add custom information to your rooms (contacts, addresses, amounts or anything else you want to track).
Written by
Ian Group
Updated over a week ago
ProDeal Features: Secure Link sharing
Video on how to share secure links to your checklist items
Written by
Ian Group
Updated over a week ago
ProDeal Features: Notes
How to create Notes and keep your colleagues and partners up-to-date on your Checklist items.
Written by
Vincent Alfieri
Updated over a week ago
ProDeal Features: Creating and using Private Rooms
Short video tutorial on how to start using Private Rooms on ProDeal.
Written by
Vincent Alfieri
Updated over a week ago
Webinars
Webinar: Templates dashboard and Copy as Text
Watch this webinar for a walkthrough of the Templates dashboard and Copy as Text feature
Written by
Ian Group
Updated over a week ago
Webinar: Configuring your room
This short webinar will walk you through how to configure your room on ProDeal
Written by
Ian Group
Updated over a week ago
Webinar: Essentials for Transaction Managers
Tips, tricks and best practices for closing deals on ProDeal while working from home
Written by
Ian Group
Updated over a week ago
Getting to Know ProDeal
Get to know ProDeal in 90 seconds!
Learn a simple ProDeal workflow to manage your deals
Written by
Ian Group
Updated over a week ago
ProDeal Overview
Learn about our industry-changing vision and how it can help you get ahead!
Written by
Ian Group
Updated over a week ago
ProDeal for Title Companies
Everything you need to use ProDeal to manage your deals
Written by
Ian Group
Updated over a week ago
Product Tours
ProDeal Product Tours - New Hosts
Learn basic and advanced ProDeal features using interactive tours
Written by
Vincent Alfieri
Updated over a week ago
ProDeal Product Tours - Guests
Tours for guests invited into the platform looking to learn how to get started.
Written by
Ian Group
Updated over a week ago