ProDeal Team: How to Handle Portfolio Deals Part 1

Release Date: September 21, 2022


Wondering how to handle multiple portfolio deals all at once? If you are, this podcast episode will give you a step-by-step guide to help you succeed.

In this special episode of the Closing Table, our Customer Success Team shares practical tips on how to effectively handle portfolio deals. We talked about setting up kick-off calls, preparing for it and lastly handling a checklist. 

What’s discussed: 

0:00 - Intro

0:52 - Kimberly’s experience with portfolio deals

2:26 - Why scheduling and hosting a kick off call is important?

4:12: - What to prepare for a pre-kick off call?

6:13 - What should be covered during a kick off call?

8:22 - How to handle a portfolio deal checklist? 

Key Takeaways:

  • For a portfolio deal to roll out smoothly, you need to be organized. To start on the right foot, your team should host an effective kick-off call. Then, they should establish a master checklist that all parties can refer to track progress and establish priorities. From there, communication expectations should be set early on. Lastly, you must manage your post-closing documents effectively.
  • A successful and effective kick-off call is attended by the right people, has an agenda established before the call, and is precedented by a kick-off email.
  • The most important things to cover in a kick-off call for a portfolio deal are timelines, ensuring all parties comprehend the contract, and responsibilities are assigned.

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