Videos & Product Tours

Tutorials and webinars made for anyone from beginners to advanced users

18 articles in this collection
Written by Ian Group and Vinay Jain

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 Ian Group
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 Ian Group
Updated over a week ago

ProDeal Features: Closing Binder

Learn how to export the Closing Binder in 2 clicks directly from ProDeal.

Written by Ian Group
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 Ian Group
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 Ian Group
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 Ian Group
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 Vinay Jain
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 Ian Group
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