$84M purchaseCloses Sep 18
0%
Ready to close
Most urgent first
Lender requires 3 business days for review before funding.
Latest safe receipt: Sep 14
Finance needs 2 business days to move the funds.
Add Closing Associate to the transaction just like another teammate.
Attaching the redlined PSA. Two open points on §4.2.
Fine with the escrow change if we keep the 30-day outside date.
Every reply on the thread lands in the deal state. Nobody forwards anything.
Outlook, calendar, SharePoint, the data room, phone calls. Integrate whatever you want.
Outlook
Calendar
SharePointOptional. Connect one source or all of them. There is no onboarding workflow.
Closing Associate quietly updates itself while you work.
Sent "RE: Parkview — JV draft"
Joined Counsel call
Edited Closing_Tracker.xlsxEmail, join calls, edit the tracker. Nothing to fill in.
Buying, selling, refinancing, or bringing in new capital, Closing Associate tracks the same things: who promised what, what has arrived, and what is still holding up the close. Your team learns one way of working and uses it for all of them.
You · BuyerFrom the signed LOI to the funded wire. Diligence, financing, title, and everything the seller owes you, tracked from day one so nothing arrives late.
You · SellerKeep the buyer moving. Their diligence requests, your document deliveries, payoff letters, title cure, and the seller-side closing, with every buyer ask answered before it becomes a delay.
You · BorrowerEvery condition to funding in one place. Lender checklists, third-party reports, payoff quotes, title, and counsel, so the rate lock never expires waiting on a report.
You · SponsorNew capital, ownership changes, and the paper trail that proves them. Consents, entity documents, lender approvals, and the final record of who owns what.
Closing Associate reads the calendar, prepares what you need to walk in with, then reconciles what was said against the deal state when you walk out.
Nobody asked for a briefing. Closing Associate saw the meeting on the calendar and knew which deal it belonged to.
Term sheet countersigned Tuesday. Rate lock expires in 9 days. Appraisal came in at $79.1M — $600K above purchase price. Lender still needs the updated rent roll and the Phase I.
Okay I think that’s everything. Let’s take the open points in order.
On indemnity, we’ll get you revised language Monday.
Is anyone still holding the survey exception open?
I’ll resolve the promote calculation on our side tomorrow.
More or less the same structure we ran on Halstead.
Lab results came back clean, so we’re targeting Friday for the final ESA.
Good. Same time next week.
0 / 3
Counterparty counsel
Send the revised indemnity language
Matt
Resolve the promote calculation
Environmental consultant
Deliver the final ESA
Blocks lender approval
All three now have an owner and a date.
Nothing is sent, moved, or signed without your approval.
Draft the email before a promised item becomes late.
“Checking on the revised indemnity language due today”
Put critical dates and reminders where your team already looks.
Rate lock expires Fri 5:00 PM · 3 attendees
Coordinate deposit and funding requirements early.
$4.2M capital call · 2 business days lead
Know what arrived, what changed, and what remains outstanding.
3 sections changed · 1 still open
Track reports, invoices, deliverables and dependencies.
Surveyor invoice pending approval
Keep the closing statement, invoices and funding requirements aligned, and coordinate secure wire-verification and funding workflows.
2 variances flagged for review
Closing Associate reads privileged correspondence, term sheets and wire instructions. It is built so that the people who own the deal stay in control of it.
SSO, MFA and session policies set at the organisation level.
Decide who sees what, per deal and per counterparty.
Every requirement, commitment and next action points at the email, call or document it came from.
Nothing is sent, signed or funded without a person saying so.
A complete, time-stamped record of what changed, when, and on whose word.
Encrypted in transit and at rest. Keys are rotated; access is logged.
One deal never sees another. Not in search, not in suggestions, not in memory.
Counsel, lender, title and seller each see their slice—and only their slice.
OneNoteOutlook draftsExcel trackersSharePoint
Phone calls“Didn’t they promise this Monday?”
“Where’s the latest redline?”
“Did finance get the deposit notice?”
“Who’s following up?”
Everything else is being tracked.
Confirm wire instructions
Ridge Title
Approve final settlement statement
You
94 other items tracked · no action needed
Just CC the email below to get started.
Built for investment teams managing complex, high-value transactions.
