Contract planning tool
Due diligence deadline planner
Place the Effective Date, due diligence deadline, and settlement date on one screen, then build the investigation schedule backward from the contractual deadline.
Due diligence deadline planner
Yer Yang Real Estate planning worksheet
Contract dates
Workstreams to schedule
- Deposits delivered per contract
- Inspections and specialist follow-up
- Survey, title, access, and restrictions
- Insurance quote and underwriting
- Appraisal and lender feedback
- Repairs, estimates, or feasibility studies
- Proceed, amend, extend, or terminate decision
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