Deal Workspace
Active Refinance Workspace
Multifamily / Multifamily portfolio / $6.8M refinance example
Lender diligence2 missing itemsJun 14 lender submission
Readiness score
74%
Critical path
Entity authorization and insurance economics
Missing
2
items blocking readiness
Needs review
3
items awaiting decision
Readiness gaps
Operating agreement
Operator / entity
Authorized signer confirmation
Attorney / entity
Updated insurance quote
Insurance / insurance
Final lender conditions
Lender / lender
Property tax bill
Controller / tax
Parties involved
buyer Operator
Northline Holdings
lender
Harbor Crest Capital
broker
Moss Commercial
attorney Title
Avery Title Group
insurance
Sentry Risk Advisors
Readiness brief
Refinance package is broadly organized, but lender authorization and updated insurance economics remain unresolved. The deal is close to export-ready once entity documents and final lender conditions are reconciled.
Deal materials
Documents, links, and notes tied to lender, insurance, entity, tax, lease, and legal requirements.
Q1 trailing financials
Uploaded financial packet and rent collection summary.
financialdocumentToday
Draft lender conditions
Harbor Crest preliminary conditions list.
lenderdocumentYesterday
Readiness checklist
entity
2 itemsOperating agreement
Responsible: Operator
Authorized signer confirmation
Responsible: Attorney
insurance
1 itemUpdated insurance quote
Responsible: Insurance
lender
1 itemFinal lender conditions
Responsible: Lender
tax
1 itemProperty tax bill
Responsible: Controller
lease
1 itemRent roll
Responsible: Asset manager
legal
1 itemInspection report
Responsible: Broker
AI Readiness Preview
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