Course curriculum

  • 1

    Welcome!

    • Welcome to ProDeal University
  • 2

    The Must-Know Basics

    • Overview

    • Managing Documents

    • Item Statuses

    • Notes

    • Notifications

    • Support
  • 3

    Setting Up Your Rooms

    • Creating a Room

    • Teams

    • Team Roles

    • Creating a Team

    • Managing Access

    • Managing Responsibilities
  • 4

    Become a Pro User

    • Dashboard

    • Activity

    • Room Switcher

    • Working with Templates
  • 5

    Additional Features

    • Search Bar

    • Item Links

    • Exports

    • Due Dates

    • Advanced Features

Are you new to ProDeal? Let us help.

Were you invited to ProDeal as a guest? Has your company started using ProDeal and now you need to learn how to use it? Do you feel like this is just another platform you need to learn?


Who has time for something new?

We understand that you're busy and your time is valuable.  Emails flooding in, deals with closing deadlines...rarely a lull in the day to take a break for a new platform.  


We know deals and we know you.

ProDeal was built by deal professionals for deal professionals.  We're a team of experts who have lived the closing process and know what works and what takes up time.  And that's why we created ProDeal - to make your life easier.


Over 12,000 professionals have used ProDeal to organize and track due diligence.

Some of the largest developers, lenders and law firms in the world leverage ProDeal to track and organize due diligence.  Why? Because it offers superior organization, collaboration and security.  Simply stated: it's easy to use and simplifies the diligence process.


What's in this course:

In this course you will learn:

  • How to organize and track due diligence 
  • How to set up deal rooms
  • How to keep all your deals organized on the platform


Docs aren't getting easier to track. This is your chance to change that. 

We all know organizing and tracking due diligence is messy and complicated (have you ever asked: "where is the latest version of that agreement?!").  With ProDeal, you no longer have to accept that as the status quo. It is time you tried something new.