Empower your Financial Services with dealpath software for Financial Services

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in this video we'll show you how you can use the deal path word add-in to quickly create professional documents without the hassle of manually entering deal and property details avoid stale or inaccurate data by importing directly from the source of Truth the dealpath add-in can be added directly from the office add-in Library giving you instant access to all the data points your team stores in dealpath start with a template to make your process fast and repeatable work from an existing document or create a new one from scratch add variables to act as placeholders for data stored in dealpath each variable corresponds to a specific field and deal path here we're looking at an investment memo in addition to photos analysis and recommendations we have variables that will pull data directly from the deal we're working on as well as from its linked property next simply search for the deal you want to pull data from data is imported directly from the deal and deal path without any manual entry or double checking if relevant to your document you can also add property details in the same way in just a few minutes and a few clicks you have a final document that is ready to share the word add-in allows you to leverage the data you are already capturing to create accurate professional documents that reflect your firm's brand and deliver key information to your internal stakeholders and investors for more information about dealpath and how to use the add-in to streamline your document creation process visit .dealpath.com