Workflows

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

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9 articles in this collection
Written by Ian Group, Milos Mihajlovic, Hannah Cooper and 1 other

3 Steps to Prepping for Your Status Call

Use ProDeal to power-up your status calls.

Written by Aleksandar Lazarevic
Updated over a week ago

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

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

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

General ProDeal Workflow

Learn to use ProDeal as you manage your deal workflow.

Written by Hannah Cooper
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

Receiving Title Documents on ProDeal

Written by Milos Mihajlovic
Updated over a week ago

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

Account Management on ProDeal

Access our Account Management page to control your Account Settings

Written by Hannah Cooper
Updated over a week ago