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.

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