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10 articles in this collection
Written by
Ian Group
and
Milos Mihajlovic
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
Ian Group
Updated over a week ago
General ProDeal Workflow
Learn to use ProDeal as you manage your deal workflow.
Written by
Ian Group
Updated over a week ago
Account Management on ProDeal
Access our Account Management page to control your Account Settings
Written by
Ian Group
Updated over a week ago
Managing Your Deals
How to Kick-Off Your Deal
Simple instructions on how to start your deal using ProDeal
Written by
Ian Group
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
Ian Group
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
Ian Group
Updated over a week ago
3 Steps to Prepping for Your Status Call
Use ProDeal to power-up your status calls.
Written by
Ian Group
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
Ian Group
Updated over a week ago
Receiving Title Documents on ProDeal
Written by
Milos Mihajlovic
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
Ian Group
Updated over a week ago