Type in the blue cells. The register and the dashboard both read from here.
THE CLOCK
DAYS LEFT IN THE DILIGENCE PERIOD—
Days to closing—
Length of the diligence window (days)—
Buffer between diligence expiry and closing—
Share of the diligence window used up—
WHAT THE REGISTER SAYS
Items on the register—
Still outstanding—
Past their due date—
Not even ordered yet—
THE MONEY
Diligence invoiced so far—
Share of the diligence budget used—
AT RISK IF YOU WALK AFTER THE DEADLINE—
That, as a share of the purchase price—
FINANCING SCREEN
Loan to value—
Room left under the supervisory limit—
Equity required at this loan amount—
Cash still to fund (equity + diligence − deposit)—
Diligence Register
One row per item. Pick the workstream from the dropdown. Days left and Flag work themselves out.
Diligence item
Workstream
Responsible party
Vendor / firm
Ordered
Due
Received
Status
Days left
Flag
Budgeted
Invoiced
Under / (over)
Notes / what it turned up
1
—
—
—
2
—
—
—
3
—
—
—
4
—
—
—
5
—
—
—
6
—
—
—
7
—
—
—
8
—
—
—
9
—
—
—
10
—
—
—
11
—
—
—
12
—
—
—
13
—
—
—
14
—
—
—
15
—
—
—
16
—
—
—
17
—
—
—
Where that leaves you
—
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Educational estimates only. These calculators and workbooks do the arithmetic on the figures you enter; they are general-purpose tools, not financial, investment, tax, legal, lending, insurance or construction advice, and no result is a quote, an offer, or a guarantee of any outcome. Results depend entirely on your inputs and assumptions. Verify anything you intend to rely on with a licensed professional — a CPA, attorney, lender, licensed contractor, or your own agent. WorkbookBarn and Marcos Gil accept no liability for decisions made using these tools. Marcos Gil is a licensed Kentucky real estate agent (License No. 296259) and is not a lender, CPA or attorney.