Pillar II · Templates · Forthcoming Q3 2026
The document checklist the closing attorney sends you anyway.
A deal-stage checklist of every document, certificate, and disclosure a senior CRE lender expects before funding — organized by closing stage, with the typical responsible party and timing. Editable per deal.
What it is
~80 items
Standard CRE permanent debt closing — adjusts up for construction, down for refinance.
5 stages
LOI through funding, with the timing milestone and responsible party for each item.
$19
$27 retail. 30 days no-questions refund.
Who this is for
Closing analysts
Track every doc, certificate, and approval across the closing timeline. Spot the missing items 7 days early rather than 7 days late.
Sponsor counsel
Standardize closing checklists across deals; reduce the cycle of rebuilding the same checklist for each new lender package.
Lender BD + funding
Hand off to borrower counsel with a standard reference. Reduces ad-hoc checklist friction and reduces calls about which certificate the lender requires.
First-time sponsors
Know what's coming. Avoid the panic of finding out at week 6 that you need an authority certificate from a state that takes 45 days to issue one.
What's in the file
- LOI / commitment letter conditions
- Entity documents (org chart, OAs, authority resolutions)
- Property documents (title, survey, environmental, zoning)
- Financial documents (T-12, rent roll, tax returns, PFS)
- Insurance certificates + endorsements
- Loan documents (note, security, guaranty, etc.)
- Closing certificates (corporate, tax, FIRPTA, OFAC)
- Three variants: permanent / construction / bridge
FAQ
Lender-specific variations?
The checklist covers the items common to most senior CRE debt. Lender-specific items (agency endorsements, CMBS rep packages) are flagged as such; specific lenders may add or remove items.
Does it cover ground-leased deals?
Leasehold-financed deals have a flagged sub-section with the additional ground-lease documents, estoppel certificates, and ground-lessor consents required.
Refund policy?
30 days, no questions, no forms. Email support@valoreregistry.com.
Pricing
Retail at release $27
Founders' price (first 14 days) $19
Single ZIP delivery: PDF + XLSX. Three variant checklists. Free point-update releases for 12 months. Informational only — not legal advice.