ProDeal

Vincent Alfieri

Ian Group

Judy Ann Vargas

Ways you can use ProDeal in your day-to-day work

Workflows

Whether you just joined ProDeal or are kicking off a new Room, this article contains helpful resources for you!

How to get started on ProDeal

Learn to use ProDeal as you manage your deal workflow.

General ProDeal Workflow

Access our Account Management page to control your Account Settings

Account Management on ProDeal

Streamline file collection. This feature empowers hosts to generate unique shareable links and emails for requesting files, allowing users to upload documents instantly without needing authentication.

File Request Feature

General

Simple instructions on how to start your deal using ProDeal

Kick-Off a New Deal on ProDeal

Step by step instructions for how to use ProDeal as the central source of truth for all deal documents

How to Close Your Deal on ProDeal

Need to track task assignment and due diligence among many parties? ProDeal is the answer!

Running a Portfolio Deal on ProDeal

Use ProDeal to power-up your status calls.

3 Steps to Prepping for Your Status Call

Managing Your Deals

Use these following steps for faster turn around and greater security when distributing title documents

Producing Title Documents on ProDeal

Receiving Title Documents on ProDeal

ProDeal & Title Companies

Here are some tips on creating a successful ProDeal training event. Prepare and get your colleagues excited about using ProDeal!

Host a ProDeal training event

Training

ProDeal Login

Find answers and get help from Intercom Support and Community Experts

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