The setup work is ours.
Our onboarding team builds your account, maps your workflows to how your team already closes, sets up your templates and writes your user guide. Your team joins the training calls and starts running deals.
What your team actually has to do.
Your people join two kinds of call. One where we learn how you close, and one where they learn the platform.
How much of this lands on my team?
Account setup, white labeling, template configuration and the writing of your user guide sit with us. Your team joins the workflow calls, where we learn how you close, and the training calls, where your users learn the platform.
Will we have to change how we close?
Discovery starts with workflow calls run for each specific team. Your checklists and templates get built around the process you already run, then customized in the platform before your users are trained.
What happens once we are live?
Private office hours and custom support resources run through onboarding itself. Account management then carries your product feedback into roadmap discussions, and handles additional users, additional training, API setup and integrations.
Your users log in last.
Your workflows, your templates and your user guide are built first. End users are trained in the third phase, and that is where live deals start.
Setup
We stand up your environment and get your administrators comfortable running it.
- Account setup
- White labeling
- Admin training
Discovery
We sit with each team, learn how they close today, and build the platform around it.
- Workflow definition
- Template setup
- Platform customizations
- Custom user guide
Onboarding and use
Your users get trained on your workflows, with support built for your account.
- Live training
- Custom support resources
- Private office hours
Account management
The relationship keeps going after go-live, through additional users, additional training and new integrations.
- Product feedback
- Roadmap discussions
- API setup and integrations
- Additional users and training
Two months from kick off to office hours.
A representative schedule for an enterprise account. Your users are trained and running live deals inside month one, while your user guide is still being written, and office hours carry into month two.
See what your first month would look like.
Book a demoDone-for-you resources.
Quick start guide
Written for your team by name, covering how to log in, create a room, add users and set your notifications.
Help center articles
A searchable library covering the platform, written by the same customer success team that runs your onboarding.
Template setup
Your closing checklist, due diligence and entity docs built as reusable templates you spin a new room from.
Your account also gets custom branding applied during setup, and API setup and integrations handled through account management.
The same team, from kickoff to live deals.
The heads of customer success and onboarding run your rollout themselves. Both worked in commercial real estate before they worked here, and between them they have supported lenders, funds and banks implementing Prodeal for almost a decade.
Ian GroupHead of Customer SuccessAt Prodeal since 2018 · 14+ years in CRE
Kimberly JustmannHead of Onboarding and EnablementAt Prodeal since 2022 · 13+ years in CRE
Enterprise-tested implementations
Almost a decade supporting lenders, funds and banks implementing Prodeal.
Consultative by design
Set up to match how your team actually works.
Deep CRE experience
Decades across lending and execution teams.
Outcome focused
We go beyond training to ensure adoption, optimization, continued updates and lasting value.
Teams onboarded onto Prodeal
Ask us what your first month looks like.
Bring your closing process. We will map it onto the phases above.