ProDeal is a cloud-based document and workflow management platform for real estate transactions, combining communications, data storage, and workflow management into a centralized deal room environment. It is designed to support due diligence tracking and deal closing across lenders, law firms, and real estate organizations.
Key Features & Functions:
Deal Rooms
Provides a centralized deal room environment for each transaction, with one-click setup and the ability to invite all parties and manage access permissions from a single interface.
Customizable Checklists
Supports reusable, customizable checklists with assignable line items, due dates, and notes to track document and task status across transaction parties throughout the deal lifecycle.
Document Management
Enables document upload, review, versioning, and storage within the deal room for easy retrieval and organization across transaction participants.
User and Access Management
Controls party access at the deal room level with real-time event and access logging, providing visibility into who has accessed documents and when.
Secure Messaging
Replaces email chains with secure, real-time in-platform messaging for deal communications and document sharing among transaction parties.
Tracking and Reporting
Supports assignment of items to individuals, progress tracking, and reporting on deal status to support client and management oversight through closing.
Transaction Management Services
ProDeal offers optional managed services for commercial real estate transactions, providing deal setup, document management, lease abstracts, signature page creation, virtual notarization, and on-demand project management support.
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