Step 1
Day 0: Close relinquished property
Capture final settlement statements, payoff letters, and wire confirmations.
Use this reference to keep lenders, intermediaries, and advisors aligned.
Timeline tracker
Use these checkpoints to keep accountability across your team.
Step 1
Day 0: Close relinquished property
Capture final settlement statements, payoff letters, and wire confirmations.
Step 2
Day 1-10: Intake and lender briefs
Distribute the project profile to lenders, QIs, and advisors in North Texas.
Step 3
Day 11-30: Property calls and site vetting
Schedule tours, collect rent rolls, and review credit packages.
Step 4
Day 31-45: Identify
Submit the letter with legal descriptions and delivery confirmation.
Step 5
Day 46-120: PSA and diligence
Negotiate contracts, order inspections, and finalize financing.
Step 6
Day 121-160: Closing prep
Coordinate estoppels, SNDA, and final loan conditions.
Step 7
Day 161-180: Fund replacement
Close and wire funds, then archive every document for compliance.