Workflows

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

10 articles in this collection
Written by Vincent Alfieri, Vinay Jain, and Andrea Ivanovic

General

How to get started on ProDeal

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

Written by Vinay Jain
Updated over a week ago

General ProDeal Workflow

Learn to use ProDeal as you manage your deal workflow.

Written by Vincent Alfieri
Updated over a week ago

Account Management on ProDeal

Access our Account Management page to control your Account Settings

Written by Vinay Jain
Updated over a week ago

Managing Your Deals

Kick-Off a New Deal on ProDeal

Simple instructions on how to start your deal using ProDeal

Written by Andrea Ivanovic
Updated over a week ago

How to Close Your Deal on ProDeal

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

Written by Vincent Alfieri
Updated over a week ago

Running a Portfolio Deal on ProDeal

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

Written by Andrea Ivanovic
Updated over a week ago

3 Steps to Prepping for Your Status Call

Use ProDeal to power-up your status calls.

Written by Andrea Ivanovic
Updated over a week ago

ProDeal & Title Companies

Producing Title Documents on ProDeal

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

Written by Andrea Ivanovic
Updated over a week ago

Receiving Title Documents on ProDeal

Written by Vincent Alfieri
Updated over a week ago

Training

Host a ProDeal training event

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

Written by Vincent Alfieri
Updated over a week ago