Tasks
7 open across the firm
Demo data
Open
4 tasks
- Obtain estoppels from Coastal Distribution & GulfstreamHigh
AI Required for Seacoast refinance package; loan matures Nov 30.
LoansJ. Morjain · in 6d - Order updated appraisal — RegencyMediumDealsA. Reyes · in 10d
- Review Ovation Draw #7 backupHigh
AI Forecast at completion is $1.4M over budget; verify change orders before approval.
ConstructionConstruction · in 5d - SunState Fitness delinquency — send default noticeMediumTenantsRegency PM · in 2d
Waiting
2 tasks
- Countersign Ace Hardware renewal LOIHigh
AI Anchor renewal gates the Regency refinance rate lock.
LeasingA. Reyes · in 3d - Follow up: Oakline Ventures KYC + subscriptionMediumInvestorsIR · in 7d
Blocked
1 tasks
- Resolve UCC releases with prior lender (Harborview)High
AI Outstanding UCC-3 filings block clean title for sale closing.
DealsLegal · in 8d