2023 in Review: A Year of AI Innovation & Efficiency Learn More
ON- DEMAND WEBINAR HOSTED BY

Supercharge Deal Velocity With Task Management in Dealpath

Best Practices & Recent Updates to UPLEVEL RISK MANAGEMENT

Supercharge Deal Velocity With Task Management in Dealpath

Best Practices & Recent Updates to UPLEVEL RISK MANAGEMENT

THIS WEBINAR IS IDEAL FOR:

BRITTANY LOCKWOOD
Product Marketing Manager

THIS WEBINAR IS IDEAL FOR:

To keep pace with the competition in a shifting market, deal teams must take every opportunity they can to build efficiencies. Leading institutional investors have streamlined collaboration and maximized risk management by optimizing their workflows in Dealpath.

Whether you’re a Dealpath customer or simply looking to evaluate more opportunities, this webinar will offer actionable tips and best practices to accelerate deal velocity, including real examples of efficiency-driving customer workflows:

  • Recent Dealpath Updates: Move deals through the pipeline even more efficiently by configuring bespoke task lists and managing approvals in Dealpath, or directly from your inbox.
  • Never Drop Another Ball: Hold your entire team accountable with real-time visibility into deadlines across your pipeline, as well as turnkey critical date reports.
  • Work Smarter With Automation: See how leading institutional investors standardize workflows, auto-assigning tasks as deals progress from source to close.
  • Manage Deals in Real Time: Keep the latest dates, files, commentary and approvals for each deal centralized and visible across the organization from one source of truth.

Don’t miss this exclusive opportunity to see how 7 of the top 10 real estate institutional investors have streamlined deal flow by building new efficiencies!

Watch the Webinar
On-Demand

Schedule A Meeting

Get a personalized demo of Dealpath from one of our experts