OPEN ITEMS BY PHASE
Offer—
Due diligence—
Financing—
Title—
Closing—
OPEN ITEMS BY WHO OWES IT
Party 1—
Party 2—
Party 3—
Party 4—
Party 5—
Party 6—
KEY DATES ON THIS DEAL
Earnest money due—
Loan application due—
DUE DILIGENCE ENDS—
Appraisal ordered by—
Title objection deadline—
Written loan commitment due—
Final walk-through (day before closing)—
CLOSING—
DAYS REMAINING
Days until earnest money is due—
DAYS UNTIL THE MONEY GOES HARD—
Days until the loan commitment is due—
Days until the walk-through—
Days until closing—
EARNEST MONEY
Earnest money as a share of price—
Earnest money now non-refundable—
Days from binding to closing—
WHERE THIS DEAL STANDS
Milestones on this deal—
Finished—
Still open—
Percent of the deal complete—
Overdue right now—
Due inside the next few days—
Waiting on the other side—
Documents still not in the file—
Milestone Log
One row per thing that has to happen. Days and Flag fill themselves in.
| Milestone | Phase | Who owes it | Due date | Status | Document it produces | In the file? | Notes | Days to due | Flag | |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | — | ||||||||
| 2 | — | — | ||||||||
| 3 | — | — | ||||||||
| 4 | — | — | ||||||||
| 5 | — | — | ||||||||
| 6 | — | — | ||||||||
| 7 | — | — | ||||||||
| 8 | — | — | ||||||||
| 9 | — | — | ||||||||
| 10 | — | — | ||||||||
| 11 | — | — | ||||||||
| 12 | — | — | ||||||||
| 13 | — | — | ||||||||
| 14 | — | — | ||||||||
| 15 | — | — | ||||||||
| 16 | — | — | ||||||||
| 17 | — | — |