Deal Materials
Active transaction pipeline
Acquisition, refinance, and ownership workspaces organized by missing materials, blocker pressure, and the next owner responsible.
Workspaces
3
active transactions
Missing
7
open readiness gaps
Blockers
8
need ownership
Active Refinance Workspace
MultifamilyLender diligenceMultifamily portfolio / $6.8M refinance example / Jun 14 lender submission
Entity authorization and insurance economics
2
Missing items
3
Blockers
3
Open actions
Priority action
Upload signed operating agreement and signer resolution
openhigh
74%
Readiness
Acquisition Diligence Workspace
Mixed-usePre-close coordinationMixed-use asset / $4.2M acquisition example / Jun 21 closing target
Title ownership and seller lease backup
4
Missing items
3
Blockers
2
Open actions
Priority action
Confirm title closing owner and signing packet path
openhigh
61%
Readiness
Ownership Handoff Workspace
Rental portfolioOwnership readinessRental portfolio / 14-unit example / Jun 18 ownership handoff
Tax backup and vendor transition
1
Missing items
2
Blockers
2
Open actions
Priority action
Collect county tax bill and confirm assessment year
openhigh
86%
Readiness