Schedule Risk Review

Analyze ALTA title commitments, surveys, and Schedule B exceptions for CRE acquisitions. Identifies title defects, chain breaks, lien conflicts, and cure requirements. Triggers on 'title commitment', 'Schedule B exceptions', 'title review', 'title exceptions', 'encumbrances', 'survey cross-reference', 'title chain', 'mechanic's lien', 'title cure', or when given a title commitment document, survey, or lien search results.

Weekly and quarterly review of dispatch SLA adherence and vendor performance. Produces a vendor scorecard per market and trade, flags underperformers, verifies insurance and licensure freshness, and proposes rotation actions. Vendor contract changes are routed for approval.

Owner-oversight review of third-party property manager performance. Scores against the PMA's service standards and the overlay's rubric, computes adherence metrics, flags audit findings, produces the scorecard memo and the TPM-facing communication draft. Runs monthly per property and quarterly per PMA. Material performance gaps and any PMA amendment or termination are gated.

Portfolio-level quarterly review covering same-store trend, market concentration, watchlist distribution, capex progress, lease-up status, forecast discipline, covenant posture, and fund-level context. Produces the board and investor narrative drafts.

Weekly review of every deal in the pipeline by stage (sourcing, loi_signed, psa_signed, ic_approved, debt_term_sheet, close, funded). Produces a stage-by-stage scorecard, flags stalled deals beyond the overlay-defined aging threshold, surfaces IC-prep load and debt-term-sheet variance, and quantifies retrade risk. Dealpath is the primary source; the workflow surfaces any `dp_completeness_ic_record` or `dp_handoff_lag` blocker from adapter dq rules before any roll-up claim is made.

Monthly property scorecard and narrative. Synthesizes operating, leasing, collections, maintenance, and financial variance into a single review pack for the PM, regional, and AM. Invokes child workflows for funnel, delinquency, turn, and WO views.

Ownership-side monthly review. Synthesizes property-level operating output into asset plan reality check: variance to budget and reforecast, covenant view with cushion and breach risk, watchlist scoring, rent-growth and trade-out, capex progress and yield, stabilization pace for lease-up, same-store rollup. Produces the AM agenda for PM and regional conversations, the lender compliance scaffold, and the investor-facing draft.

Diagnostic review of the leasing funnel from lead through move-in. Identifies where the funnel is breaking (response time, tour conversion, application conversion, approval, move-in), quantifies exposure, surfaces fair-housing and screening-drift flags, and proposes a remediation plan with owner-specific target bands. Recurring weekly at the property level; invoked ad hoc when notice exposure or leased occupancy slips.

Reviews a draw package end to end before lender submission. Validates construction cost to date, reconciles to the lender requisition, confirms lien waivers by vendor and period, verifies insurance endorsements, checks compliance attestations, and evaluates cost-to-complete. Splits construction manager and asset manager responsibilities. Opens approval gates for construction manager (row 12) and, finally, for the lender submission (row 14). Final submission never goes out without approved records.

Recomputes cost-to-complete from current actuals plus remaining scope plus overlay-derived escalation and contingency. Compares against prior CTC and the underwriting baseline. Identifies the driver (labor, material, scope, duration) and recommends remediation (re-estimate, scope trim, re-bid, contingency pull).

Reviews each proposed change order: validates scope basis, re-estimates cost, checks schedule impact, evaluates against contingency, recommends approval or rejection, and routes to the correct approval row by dollar threshold. Tracks `change_orders_pct_of_contract` and `contingency_burn_rate`.

Normalizes and levels bids received for a defined scope. Performs apples-to-apples comparison across bidders by adjusting for included/excluded scope, allowances, alternates, and qualifications. Produces the level sheet, the recommended award, the scope clarification list, and the approval path. Every award opens a gate regardless of dollar (approval matrix row 9).