Deal Book

Industry templates that generate a full required list — priorities and deadlines included — the moment a deal opens.

Open a deal from this template

P0
Executed Purchase & Sale Agreement
Legal · Deal Team (Internal)
Due in 1d
P1
Earnest Money Deposit Receipt
Financing · Escrow Agent (Anchor Title)
Due in 3d
P0
Title Search & Commitment
Title · Seller's Title Co. (Anchor Title)
Due in 10d
P1
ALTA/NSPS Survey
Title · Surveyor (Meridian Survey)
Due in 15d
P2
Phase I Environmental Report
Diligence · Buyer Ops (Internal)
Due in 20d
P1
Estoppel Certificates — All Tenants
Diligence · Property Manager (Seller)
Due in 25d
P1
Loan Commitment Letter
Financing · Lender (Sutter Capital)
Due in 28d
P2
Appraisal Report
Financing · Lender (Sutter Capital)
Due in 30d
P2
Certificate of Occupancy
Municipal · Seller's Counsel (Brant LLP)
Due in 35d
P0
Settlement Statement (ALTA)
Closing · Escrow Agent (Anchor Title)
Due in 44d