Closing checklist
56%22 blocker(s)
Read-only closing layer
Closing Readiness Checklist
Derived from PSA lifecycle, lender overlay, reviewer routing, seller requests, seller responses, and DD evidence. No readiness, workflow, stage, email, auto-approval, or default conclusion mutation occurs here.
Approved for closing
4%2/51 approved or waived
Lender ready
3%30 lender-required item(s)
Title ready
0%8 unresolved title item(s)
Environmental ready
0%5 unresolved environmental item(s)
Top Closing Blockers
Access easements and reciprocal agreements | 5. Access, TXDOT, Right-of-Way, and Easements
status: closing_blocker | lifecycle: requested | reviewer: title, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Title review required before closing.
Closing statement and settlement materials | 10. Entity, Authority, Litigation, and Closing Deliverables
status: closing_blocker | lifecycle: requested | reviewer: finance, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
DOT and roadway correspondence | 5. Access, TXDOT, Right-of-Way, and Easements
status: closing_blocker | lifecycle: requested | reviewer: engineering, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Access easement approval pending.
Encroachment and boundary materials | 2. Survey, Plats, and Site Plans
status: closing_blocker | lifecycle: requested | reviewer: title, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Title review required before closing.
Environmental permits | 4. Environmental, Zoning, Permits, and Governmental Approvals
status: closing_blocker | lifecycle: requested | reviewer: environmental, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental diligence unresolved before closing.
Insurance claims history | 9. Insurance, Claims, and Loss History
status: closing_blocker | lifecycle: requested | reviewer: legal, finance, operations
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
Phase II ESA and subsurface environmental reports | 4. Environmental, Zoning, Permits, and Governmental Approvals
status: closing_blocker | lifecycle: requested | reviewer: environmental, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental diligence unresolved before closing.
Plats and site plans | 2. Survey, Plats, and Site Plans
status: closing_blocker | lifecycle: requested | reviewer: title, legal, engineering, operations
evidence: missing | docs: none
blockers: missing evidence
Title review required before closing.
Proration and deposit information | 8. Taxes, Assessments, Financial, and Operating Statements
status: closing_blocker | lifecycle: requested | reviewer: finance, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
Real property tax bills | 8. Taxes, Assessments, Financial, and Operating Statements
status: closing_blocker | lifecycle: requested | reviewer: finance, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
Right-of-way and condemnation materials | 5. Access, TXDOT, Right-of-Way, and Easements
status: closing_blocker | lifecycle: requested | reviewer: title, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Title review required before closing.
Roadway improvement documents | 5. Access, TXDOT, Right-of-Way, and Easements
status: closing_blocker | lifecycle: requested | reviewer: engineering, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Access easement approval pending.
Suggested Next Actions
- Title review required before closing.
- Environmental permits not approved for lender packet.
- Access easement approval pending.
- Environmental diligence unresolved before closing.
- Legal review required before closing.
- Resolve closing blocker through seller response or explicit reviewer approval.
- Explicit operator/legal approval recorded; no automatic readiness mutation performed.
Categorized Checklist
title_and_survey
0/8 approved or waived | 4 blocker(s)
Access easements and reciprocal agreements | 5. Access, TXDOT, Right-of-Way, and Easements
status: closing_blocker | lifecycle: requested | reviewer: title, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Title review required before closing.
Encroachment and boundary materials | 2. Survey, Plats, and Site Plans
status: closing_blocker | lifecycle: requested | reviewer: title, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Title review required before closing.
Plats and site plans | 2. Survey, Plats, and Site Plans
status: closing_blocker | lifecycle: requested | reviewer: title, legal, engineering, operations
evidence: missing | docs: none
blockers: missing evidence
Title review required before closing.
Right-of-way and condemnation materials | 5. Access, TXDOT, Right-of-Way, and Easements
status: closing_blocker | lifecycle: requested | reviewer: title, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Title review required before closing.
ALTA survey | 2. Survey, Plats, and Site Plans
status: conditionally_approved | lifecycle: sufficient_pending_approval | reviewer: title, legal
evidence: explicit_match | docs: Mclean Survey.pdf, Mclean Survey.pdf, Mclean Survey.pdf, McClean 11 File ALTA Survey.pdf, McClean Direct Blob ALTA Survey.pdf, McClean ALTA Survey background.pdf, McClean ALTA Survey.pdf, Mclean Survey.pdf, Mclean Survey.pdf, Mclean Survey.pdf, McClean 11 File ALTA Survey.pdf, McClean Direct Blob ALTA Survey.pdf, McClean ALTA Survey background.pdf, McClean ALTA Survey.pdf
Title review required before closing.
Deed and vesting materials | 1. Title Commitment and Exception Documents
status: under_review | lifecycle: under_review | reviewer: title, legal
evidence: inferred_related | docs: none
Title review required before closing.
Exception documents | 1. Title Commitment and Exception Documents
status: under_review | lifecycle: under_review | reviewer: title, legal
evidence: adjacent_only | docs: none
Title review required before closing.
Title commitment | 1. Title Commitment and Exception Documents
status: conditionally_approved | lifecycle: sufficient_pending_approval | reviewer: title, legal
evidence: explicit_match | docs: McClean 11 File Title Commitment.pdf, McClean Direct Blob Title Commitment.pdf, McClean Title Commitment background.pdf, McClean Title Commitment.pdf, McClean Title Commitment.pdf, McClean 11 File Title Commitment.pdf, McClean Direct Blob Title Commitment.pdf, McClean Title Commitment background.pdf, McClean Title Commitment.pdf, McClean Title Commitment.pdf
Title review required before closing.
environmental
0/5 approved or waived | 4 blocker(s)
Environmental permits | 4. Environmental, Zoning, Permits, and Governmental Approvals
status: closing_blocker | lifecycle: requested | reviewer: environmental, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental diligence unresolved before closing.
Phase II ESA and subsurface environmental reports | 4. Environmental, Zoning, Permits, and Governmental Approvals
status: closing_blocker | lifecycle: requested | reviewer: environmental, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental diligence unresolved before closing.
TCEQ and regulatory correspondence | 4. Environmental, Zoning, Permits, and Governmental Approvals
status: closing_blocker | lifecycle: requested | reviewer: environmental, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental diligence unresolved before closing.
UST, spill, and remediation records | 4. Environmental, Zoning, Permits, and Governmental Approvals
status: closing_blocker | lifecycle: requested | reviewer: environmental, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental diligence unresolved before closing.
Phase I ESA | 4. Environmental, Zoning, Permits, and Governmental Approvals
status: conditionally_approved | lifecycle: sufficient_pending_approval | reviewer: environmental, legal
evidence: explicit_match | docs: McLean Phase 1.pdf, McLean Phase 1.pdf, McLean Phase 1.pdf, McClean 11 File Phase I ESA.pdf, McClean Direct Blob Phase I ESA.pdf, McClean Phase I ESA background.pdf, McClean Phase I ESA.pdf, McLean Phase 1.pdf, McLean Phase 1.pdf, McLean Phase 1.pdf, McClean 11 File Phase I ESA.pdf, McClean Direct Blob Phase I ESA.pdf, McClean Phase I ESA background.pdf, McClean Phase I ESA.pdf
Environmental diligence unresolved before closing.
zoning_and_permits
1/5 approved or waived | 1 blocker(s)
Code compliance and notices | 4. Environmental, Zoning, Permits, and Governmental Approvals
status: closing_blocker | lifecycle: requested | reviewer: legal, operations
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Legal review required before closing.
TXDOT and highway access approvals | 5. Access, TXDOT, Right-of-Way, and Easements
status: under_review | lifecycle: under_review | reviewer: engineering, legal
evidence: inferred_related | docs: none
Environmental permits not approved for lender packet.
Leases and occupancy agreements | 7. Leases, Operating Contracts, and Property Agreements
status: under_review | lifecycle: under_review | reviewer: legal, operations
evidence: inferred_related | docs: none
Legal review required before closing.
Permits and licenses | 4. Environmental, Zoning, Permits, and Governmental Approvals
status: under_review | lifecycle: under_review | reviewer: legal, operations
evidence: inferred_related | docs: none
Legal review required before closing.
Zoning verification | 4. Environmental, Zoning, Permits, and Governmental Approvals
status: approved_for_closing | lifecycle: approved | reviewer: legal, operations
evidence: explicit_match | docs: McClean 11 File Zoning Verification Letter.pdf, McClean Direct Blob Zoning Verification Letter.pdf, McClean Zoning Verification Letter background.pdf, McClean Zoning Verification Letter.pdf, McClean 11 File Zoning Verification Letter.pdf, McClean Direct Blob Zoning Verification Letter.pdf, McClean Zoning Verification Letter background.pdf, McClean Zoning Verification Letter.pdf
Explicit operator/legal approval recorded; no automatic readiness mutation performed.
utility_and_access
0/6 approved or waived | 2 blocker(s)
Utility availability letters | 6. Utilities, Service Availability, and Franchise Materials
status: closing_blocker | lifecycle: requested | reviewer: engineering, operations
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Resolve closing blocker through seller response or explicit reviewer approval.
Utility capacity confirmations | 6. Utilities, Service Availability, and Franchise Materials
status: closing_blocker | lifecycle: requested | reviewer: engineering, operations
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Resolve closing blocker through seller response or explicit reviewer approval.
Civil engineering plans | 3. Geotechnical and Engineering
status: under_review | lifecycle: under_review | reviewer: engineering, operations
evidence: inferred_related | docs: none
Review seller response/evidence with engineering; legal sufficiency remains pending.
Franchise and service agreements | 6. Utilities, Service Availability, and Franchise Materials
status: under_review | lifecycle: under_review | reviewer: engineering, legal, operations
evidence: inferred_related | docs: none
Legal review required before closing.
Utility bills and account records | 6. Utilities, Service Availability, and Franchise Materials
status: under_review | lifecycle: under_review | reviewer: engineering, finance, legal, operations
evidence: inferred_related | docs: none
Legal review required before closing.
Utility service maps | 6. Utilities, Service Availability, and Franchise Materials
status: not_received | lifecycle: requested | reviewer: engineering, operations
evidence: missing | docs: none
Track seller response and review when received.
organizational
0/4 approved or waived | 2 blocker(s)
Closing statement and settlement materials | 10. Entity, Authority, Litigation, and Closing Deliverables
status: closing_blocker | lifecycle: requested | reviewer: finance, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
Litigation and claims | 10. Entity, Authority, Litigation, and Closing Deliverables
status: closing_blocker | lifecycle: requested | reviewer: legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Legal review required before closing.
Authority and approvals | 10. Entity, Authority, Litigation, and Closing Deliverables
status: not_received | lifecycle: requested | reviewer: legal
evidence: adjacent_only | docs: none
Legal review required before closing.
Entity and organizational documents | 10. Entity, Authority, Litigation, and Closing Deliverables
status: under_review | lifecycle: under_review | reviewer: legal
evidence: inferred_related | docs: none
Legal review required before closing.
insurance_and_risk
1/5 approved or waived | 1 blocker(s)
Insurance claims history | 9. Insurance, Claims, and Loss History
status: closing_blocker | lifecycle: requested | reviewer: legal, finance, operations
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
Insurance certificates | 9. Insurance, Claims, and Loss History
status: conditionally_approved | lifecycle: sufficient_pending_approval | reviewer: legal, finance, operations
evidence: explicit_match | docs: McClean 11 File Insurance Certificate.pdf, McClean Direct Blob Insurance Certificate.pdf, McClean Insurance COI background.pdf, McClean 11 File Insurance Certificate.pdf, McClean Direct Blob Insurance Certificate.pdf, McClean Insurance COI background.pdf
Environmental permits not approved for lender packet.
Insurance policies and declarations | 9. Insurance, Claims, and Loss History
status: not_received | lifecycle: requested | reviewer: legal, finance, operations
evidence: missing | docs: none
Environmental permits not approved for lender packet.
Loss runs | 9. Insurance, Claims, and Loss History
status: not_received | lifecycle: requested | reviewer: legal, finance, operations
evidence: missing | docs: none
Environmental permits not approved for lender packet.
Risk management notices | 9. Insurance, Claims, and Loss History
status: approved_for_closing | lifecycle: approved | reviewer: legal, finance, operations
evidence: missing | docs: none
Explicit operator/legal approval recorded; no automatic readiness mutation performed.
roadway_and_access
0/3 approved or waived | 2 blocker(s)
DOT and roadway correspondence | 5. Access, TXDOT, Right-of-Way, and Easements
status: closing_blocker | lifecycle: requested | reviewer: engineering, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Access easement approval pending.
Roadway improvement documents | 5. Access, TXDOT, Right-of-Way, and Easements
status: closing_blocker | lifecycle: requested | reviewer: engineering, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Access easement approval pending.
Traffic studies | 5. Access, TXDOT, Right-of-Way, and Easements
status: under_review | lifecycle: under_review | reviewer: engineering, operations
evidence: inferred_related | docs: none
Access easement approval pending.
lender_requirements
0/6 approved or waived | 2 blocker(s)
Real property tax bills | 8. Taxes, Assessments, Financial, and Operating Statements
status: closing_blocker | lifecycle: requested | reviewer: finance, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
Special assessments | 8. Taxes, Assessments, Financial, and Operating Statements
status: closing_blocker | lifecycle: requested | reviewer: finance, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
Operating statements | 8. Taxes, Assessments, Financial, and Operating Statements
status: not_received | lifecycle: requested | reviewer: finance, legal, operations
evidence: adjacent_only | docs: none
Environmental permits not approved for lender packet.
Personal property tax bills | 8. Taxes, Assessments, Financial, and Operating Statements
status: not_received | lifecycle: requested | reviewer: finance, legal
evidence: missing | docs: none
Environmental permits not approved for lender packet.
Stormwater reports | 3. Geotechnical and Engineering
status: not_received | lifecycle: requested | reviewer: engineering, legal
evidence: adjacent_only | docs: none
Environmental permits not approved for lender packet.
Tax appeals and protests | 8. Taxes, Assessments, Financial, and Operating Statements
status: not_received | lifecycle: requested | reviewer: finance, legal
evidence: missing | docs: none
Environmental permits not approved for lender packet.
transaction_closing
0/1 approved or waived | 1 blocker(s)
Proration and deposit information | 8. Taxes, Assessments, Financial, and Operating Statements
status: closing_blocker | lifecycle: requested | reviewer: finance, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
legal_and_claims
0/3 approved or waived | 0 blocker(s)
Fuel, supply, and branded agreements | 7. Leases, Operating Contracts, and Property Agreements
status: under_review | lifecycle: under_review | reviewer: legal, operations
evidence: inferred_related | docs: none
Legal review required before closing.
Equipment leases and personal property contracts | 7. Leases, Operating Contracts, and Property Agreements
status: under_review | lifecycle: under_review | reviewer: legal, operations
evidence: inferred_related | docs: none
Legal review required before closing.
Service and vendor contracts | 7. Leases, Operating Contracts, and Property Agreements
status: under_review | lifecycle: under_review | reviewer: legal, operations
evidence: inferred_related | docs: none
Legal review required before closing.
informational_only
0/5 approved or waived | 3 blocker(s)
Boring logs | 3. Geotechnical and Engineering
status: closing_blocker | lifecycle: requested | reviewer: engineering, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Legal review required before closing.
Drainage studies | 3. Geotechnical and Engineering
status: closing_blocker | lifecycle: requested | reviewer: engineering, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Legal review required before closing.
Soils reports | 3. Geotechnical and Engineering
status: closing_blocker | lifecycle: requested | reviewer: engineering, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Legal review required before closing.
Geotechnical investigations | 3. Geotechnical and Engineering
status: under_review | lifecycle: under_review | reviewer: engineering, legal
evidence: inferred_related | docs: none
Legal review required before closing.
Civil engineering reports | 3. Geotechnical and Engineering
status: not_received | lifecycle: requested | reviewer: engineering, operations
evidence: missing | docs: none
Track seller response and review when received.
Lender-Required Items
Access easements and reciprocal agreements | 5. Access, TXDOT, Right-of-Way, and Easements
status: closing_blocker | lifecycle: requested | reviewer: title, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Title review required before closing.
Closing statement and settlement materials | 10. Entity, Authority, Litigation, and Closing Deliverables
status: closing_blocker | lifecycle: requested | reviewer: finance, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
DOT and roadway correspondence | 5. Access, TXDOT, Right-of-Way, and Easements
status: closing_blocker | lifecycle: requested | reviewer: engineering, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Access easement approval pending.
Encroachment and boundary materials | 2. Survey, Plats, and Site Plans
status: closing_blocker | lifecycle: requested | reviewer: title, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Title review required before closing.
Environmental permits | 4. Environmental, Zoning, Permits, and Governmental Approvals
status: closing_blocker | lifecycle: requested | reviewer: environmental, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental diligence unresolved before closing.
Insurance claims history | 9. Insurance, Claims, and Loss History
status: closing_blocker | lifecycle: requested | reviewer: legal, finance, operations
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
Phase II ESA and subsurface environmental reports | 4. Environmental, Zoning, Permits, and Governmental Approvals
status: closing_blocker | lifecycle: requested | reviewer: environmental, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental diligence unresolved before closing.
Plats and site plans | 2. Survey, Plats, and Site Plans
status: closing_blocker | lifecycle: requested | reviewer: title, legal, engineering, operations
evidence: missing | docs: none
blockers: missing evidence
Title review required before closing.
Proration and deposit information | 8. Taxes, Assessments, Financial, and Operating Statements
status: closing_blocker | lifecycle: requested | reviewer: finance, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
Real property tax bills | 8. Taxes, Assessments, Financial, and Operating Statements
status: closing_blocker | lifecycle: requested | reviewer: finance, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Environmental permits not approved for lender packet.
Right-of-way and condemnation materials | 5. Access, TXDOT, Right-of-Way, and Easements
status: closing_blocker | lifecycle: requested | reviewer: title, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Title review required before closing.
Roadway improvement documents | 5. Access, TXDOT, Right-of-Way, and Easements
status: closing_blocker | lifecycle: requested | reviewer: engineering, legal
evidence: missing | docs: none
blockers: missing evidence; unresolved critical gaps
Access easement approval pending.
Safety Controls
No Data Room readiness mutation: true | no auto-approval: true | no workflow execution: true | no stage advancement: true | no email sent: true | no default/breach conclusion: true
Controlled action panel
Operator/Legal Review
Operator approval is separate from Data Room readiness. This panel only appends review events and never sends email.
Reviewer lane: title, legal | awaiting review by: title, legal | approval roles: title, legal
Event history: Access easements and reciprocal agreements
No review events recorded for this obligation.