Green Block Case Study: leading investment firm partners with ProDeal to stay organized and close deals faster!

Green Block provides asset-based loans that depend primarily on the value of the property and merits of your project

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The Challenge

Green Block, like many lenders, was struggling to scale and stay organized. There was a lot of wasted time in their borrower application process. They needed a checklist that could be managed by their borrowers. This would then take the workload off of their team and facilitate the borrower with the organization to work through the checklist independently.

The Solution

Green Block came across ProDeal, delved into their offerings and immediately realized that they could eliminate a lot of their pain points. Green Block created a custom ProDeal checklist template for their borrowers that they are now able to quickly send to each new client. A key feature of ProDeal that stood out to Green Block is that they could now comment or change the status of an uploaded document to notify the borrower if something needed to be changed.

The Result

ProDeal provided Green Block with a checklist feature that saved them ample time and significantly lightened their workload. Green Block no longer has to send out emails to track that all required documents have been uploaded. They simply send the checklist and it's done. No more hours spent copy and pasting; everything lives in one template thanks to ProDeal.

ProDeal allowed us to create real processes

When you’re small and figuring out how to do things, you’re moving so fast that things get lost and you don’t create the right structure and the right processes. When we put ProDeal in place, it allowed us to create a real process and real structure around the processing of our loans.

Marcia Gilad, President and COO (Green Block Inc.)