ProDeal Team: How to Handle Portfolio Deals Part 2

Release Date: September 28, 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 deal checklist.

What’s discussed: 

0:00 - Intro

1:34 - Why should communication be streamlined when handling Portfolio Deals?

2:28 - Additional tips from Ian on how to be on top of communication

3:17 - What is the norm now in terms of communication?

5:11 - How does ProDeal handle large Portfolio Deals? 

6:41 - Importance of organizing post-closing documents during the process of closing the deal

9:01 - How Kim handles the post-closing deal process? 

10:22 - Recap on how to effectively handle a portfolio deals

Listen to Part 1 here.

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