closing-checklist-tracker

What problem does it solve?

Generates and tracks comprehensive closing checklists for CRE transactions (acquisitions, dispositions, refinancings). Backward-schedules deadlines from closing, assigns responsibilities, identifies critical path, and tracks completion across updates.

Core Features & Use Cases

• Generates a complete closing and post-closing checklist aligned to deal type and closing date.
• Tracks status across workstreams (legal/title, diligence, financing, insurance, PM, prorations, post-closing) with escalation for overdue items.
• Produces outputs: full closing checklist, weekly status dashboards, critical path items, risk flags, prorations, and a pre-closing certification.

Quick Start

Generate a closing checklist for a CRE deal with a specified closing date.