ProDeal
14 Case Studies
A ProDeal Case Study
Cardinal Capital, a commercial finance brokerage, faced significant challenges processing a high volume of new loan applications under the Main Street Loan Program. Their existing tools were inefficient for managing document trails and communication at scale, causing delays. They needed a secure, flexible system to consolidate their tech stack and streamline processes, turning to the vendor ProDeal for a solution.
ProDeal provided a secure platform that integrated with Cardinal Capital's workflow, offering real-time document tracking and easy third-party sharing. This solution dramatically reduced the time spent chasing documents from 40-50% to 20% of their time. As a result, Cardinal Capital increased its capacity from handling 3 concurrent deals to 30 without adding staff, allowing the team to refocus on client relationships and closing.