Process Templates

Define standard task checklists for deal execution workflows

Standard PACE Execution
Defaultv3
Standard 12-step execution checklist for C-PACE deal closing. Covers environmental, legal, appraisal, and regulatory requirements. Typical timeline: 6-9 weeks.
12 tasksCreated by Marcus Webb
Expedited Closing
v1
Streamlined 8-step execution checklist for deals with existing due diligence or repeat borrowers. Typical timeline: 3-4 weeks.
8 tasksCreated by Marcus Webb