Transaction Management
Deals, diligence, documents, and closing milestones tracked against the same record the asset will operate on.
Capabilities
- LOI & PSA tracking — LOIs, counters, PSAs, and amendments with versioning and signature evidence.
- Closing checklist — Conditions precedent, deliverables, and closing items with owner and status.
- Counterparty management — Buyers, sellers, lenders, counsel, and brokers with permissioned access.
- Sources & uses — Capital stack, deposits, and closing flow of funds modeled in.
- Post-closing handoff — Operating record handed off to the asset team without re-keying.
- Pipeline & velocity — Stage-based pipeline with velocity and fall-off insight.
How it works
- Open the deal — Counterparties, terms, and timeline captured.
- Run diligence — Diligence findings and documents posted against the deal record.
- Close — Conditions, deliverables, and flow of funds tracked to closing.
- Hand off — Asset record handed to the operating team with full lineage.
Integration facts
- Module — Transactions
- Tier — Tier 2 · Pilot Validation
- Scope — Buy · Sell · Refi
- Trail — Document lineage
https://seniorcre.com/features/transaction-management