Pre Close Deal Tracking
Per-deal closing discipline. Tracks PSA / financing key-date countdown (LOI expiry, PSA expiry, DD period end, financing contingency, close target, tax lookback), open contingencies and their evidence of removal, escrow funding status, and lender deliverable status. Produces a weekly running scorecard per deal (daily for closing-week deals), triggers escalations as key dates approach, and composes a closing-week dashboard covering every deal within the close_window_days overlay band.
What this skill does
Pre Close Deal Tracking is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. Per-deal closing discipline. Tracks PSA / financing key-date countdown (LOI expiry, PSA expiry, DD period end, financing contingency, close target, tax lookback), open contingencies and their evidence of removal, escrow funding status, and lender deliverable status. Produces a weekly running scorecard per deal (daily for closing-week deals), triggers escalations as key dates approach, and composes a closing-week dashboard covering every deal within the close_window_days overlay band. Per-deal closing discipline. Tracks PSA / financing key-date countdown LOI expiry, PSA expiry, DD period end, financing contingency, close target, tax lookback , open contingencies and their evidence of removal, escrow funding status, and lender deliverable status.
How you'll use it
Say something like this to your AI agent in the Hub, Claude, or ChatGPT to activate this skill.
Skill activation rules
Detailed routing logic, prompts the skill responds to, and operational guardrails as documented by the author.
Per-deal closing discipline. Tracks PSA / financing key-date countdown (LOI expiry, PSA expiry, DD period end, financing contingency, close target, tax lookback), open contingencies and their evidence of removal, escrow funding status, and lender deliverable status. Produces a weekly running scorecard per deal (daily for closing-week deals), triggers escalations as key dates approach, and composes a closing-week dashboard covering every deal within the close_window_days overlay band.
What's inside
Pre-Close Deal Tracking
Workflow purpose
Keep every deal from PSA signature through funding on schedule: track the closing checklist row-by-row, show the key-date countdown, catch contingency removal evidence gaps before they become escrow delays, and escalate when lender…
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Pre-Close Deal Tracking
Workflow purpose
Keep every deal from PSA signature through funding on schedule: track the closing checklist row-by-row, show the key-date countdown, catch contingency removal evidence gaps before they become escrow delays, and escalate when lender deliverables are at risk. The workflow does not execute closing actions — the deal team does. Its job is to surface the countdown and the gaps consistently so the human decisions are timely.
Trigger conditions
- Explicit: "closing checklist for DP_DEAL_019", "daily close tracking for next week's closes", "what's open on this deal", "key-date countdown".
- Implicit: deal enters
under_psa,under_dd,under_financing, orpre_closein Dealpath; adeal_key_dateapproaches within the overlay alert band (e.g., DD-period-end within 5 days). - Recurring: weekly for all deals past
under_psa; daily for deals within the overlay-defined closing window (typically 5-10 business days before…
Full instructions and any reference files ship in the .skill bundle.
pre-close-deal-tracking/ └── SKILL.md # Required: instructions + metadata
How to run it
Not in the Hub? Download the .skill bundle above and follow the A.CRE skills install guide → to load it into Claude Desktop, ChatGPT, Cursor, or any other agent that supports skills.
Already in the Hub. If you're an AI.Edge Pro or A.CRE Accelerator member, this skill is bundled into the A.CRE Intelligence Hub direct connector (MCP server) — just ask your agent.