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K
AI Associate
3
JM
Calendar
36 tasks
Agenda
Week
Month
Today
March 2026
New Task
All
Open
Completed
Overdue
Workflow
Assignee
Deal
Mon
Tue
Wed
Thu
Fri
Sat
Sun
23
24
25
26
27
28
1
2
3
4
5
6
7
8
9
Order title commitment
10
Analyze Austin office market comps
11
Complete market comp analysis
Set up property accounting
12
Verify zoning entitlements
Submit appraisal order
Negotiate earnest money deposit
13
Review Midtown submarket demographics
14
15
16
Tenant Estoppels Due
Review rent roll and tenant leases
Submit LOI to seller
+1 more
17
Review Phase I ESA report
Build initial underwriting model
Prepare borrower financial package
+2 more
18
Schedule site visit with engineering team
Schedule broker tour
Confirm wire transfer instructions
19
Closing Date
Complete property condition assessment
Review tenant credit profiles
+5 more
20
Appraisal Due
Review existing tenant leases
Schedule title search
21
LOI Deadline
Negotiate purchase agreement amendments
22
PSA Execution Deadline
Calculate renovation CapEx budget
Coordinate insurance requirements
+2 more
23
24
Earnest Money Due
Update financial model with DD findings
Review loan docs from lender
25
26
Seller Response Expected
Prepare IC memo draft
27
28
DD Expiration
29
IC Presentation
30
31
1
2
3
LOI Submission Target
4
5
