How are you keeping track of DD and closing items?
I’m in investment sales brokerage, mainly focused on multi family in Southern California. My team has been using excel checklists for items/dates and sending files over email but we’ve had some issues recently with an item getting missed. 

We use our crm (sales force) for pipeline tracking but once it moves under contract we go to the excel checklists. 

Any advice is appreciated!
[{"id": "hetf7jy", "text": "Our really good transaction coordinator.  She takes care of everything for our 4 person team. We constantly have deals in escrow and without her we would be a mess.", "replies": [], "depth": 1}, {"id": "hetfy58", "text": "We (developers) have a lengthy DD excel check list, but we started migrating toward and implementing a system called Airtable that puts all of that everything into a nice universal, visual package that all members can access and contribute toward. It\u2019s the brain and functionality of google sheets and sales force with the cutesy user friendly visuals and functionality of IOS.", "replies": [{"id": "heu2okl", "text": "I've been checking out Airtable at the recommendation of a fellow developer and it seems pretty solid.", "replies": [{"id": "hf2oo23", "text": "Airtable is fantastic.\n\nI use it for my firm and it's critical. I don't think anything could replace it, and the uptake was easy. \n\nIt's fairly intuitive and has excellent functionality.\n\nIt's priced pretty reasonable, too.", "replies": [], "depth": 3}], "depth": 2}, {"id": "hev3jjv", "text": "We've been using Airtable to track potential deals and as a quasi CRM on just those parcels.\n\nHaven't been using it once were active onto a deal though. Curious how you are implementing it for DD and that end of things?\n\nWould be very nice if we could use Airtable for full lifecycle.", "replies": [{"id": "hevc20j", "text": "We haven\u2019t had it long enough to fully cycle yet but for DD we can change the status of tasks (you can set custom status options for each cell) and have reminders/weekly automated blasts for those tasks and ping your email/slack/etc feeds when things are updated/complete. You can attach files and create as many fields as you\u2019d like. In our implementation we have 150 fields per apartment that are populated throughout acquisition, renovation, to sales. Our units are grouped into buildings, as well as portfolios, and each tier can have its own set of fields to populate.", "replies": [{"id": "hewkp6s", "text": "Why not just use something like Asana?", "replies": [{"id": "hewnu6f", "text": "At a glance - it\u2019s essentially the same thing", "replies": [], "depth": 5}], "depth": 4}], "depth": 3}], "depth": 2}, {"id": "hev9xi6", "text": "Can people outside your company help collaborate on your airtable? We work with a lot of vendors and outside attorneys who we'd want to give access to specific tasks but not all of them.", "replies": [{"id": "hevbift", "text": "Yes you can grant specific permissions for each user, their emails don\u2019t have to be part of your organization", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "heufbma", "text": "While I used it in a very different context, Asana is very good general project management software that might fit this purpose.", "replies": [{"id": "heuqv0b", "text": "Also Asana. Just migrate the spreadsheet over. It\u2019s great!", "replies": [], "depth": 2}], "depth": 1}, {"id": "hev3l83", "text": "I get to add Monday.com to finish off the big three with Asana and Airtable. Great project management and workflow tools that can do just about anything if you learn how to use them and integrate into your processes.", "replies": [{"id": "hewkrft", "text": "Can you explain why you need Monday and airtable if you use Asana?", "replies": [{"id": "hex3ose", "text": "I use Monday, don\u2019t use the other two. Was just saying that they\u2019re all in the same ballpark as what space in the Tech landscape they occupy.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "hev43oo", "text": "DealPath. Not sure how it compares to the others here mentioned but it\u2019s geared towards real estate. You can track deals in addition to adding in closing task lists that sends you email reminders and can assign tasks to different people.", "replies": [{"id": "heva7g2", "text": "I've looked at them but their pricing is very high. $450 a user each month is quite steep.", "replies": [], "depth": 2}], "depth": 1}, {"id": "hev76io", "text": "DealTitan. Been using them for a few months now and love it. It\u2019s a CRE specific transaction management software. Let\u2019s us track documents and tasks and collaborate with people outside our firm like attorneys and title", "replies": [{"id": "hevav6u", "text": "Thanks for the suggestion, set up a demo with them for early next week. Their website seems to pinpoint what we're looking for.  Do they charge extra for document storage or inviting users outside our team?", "replies": [{"id": "heveo5s", "text": "Full document storage is included - works like box but I can control permissions for each folder or document. Free accounts for anyone outside my company. Our sell/buy side partners really like it since they get updates on what\u2019s going on day to day. We\u2019ve been using it as part of our pitch for that reason.", "replies": [], "depth": 3}], "depth": 2}, {"id": "hevi3qe", "text": "We recently switched to them as well for our 6 person team. The software automatically follows up with us and other deal stakeholders. It's like having our own transaction coordinator.", "replies": [], "depth": 2}, {"id": "hfe5g2y", "text": "Thanks for the recommendation, did a demo with them today and think it makes the most sense for us right now.", "replies": [], "depth": 2}], "depth": 1}, {"id": "hey39rw", "text": "Dealtitan is good, just not great user interface. Let me know what ends up working best for you.", "replies": [{"id": "hfe579v", "text": "Have you used them in the past? Just had a demo with them and it looked really simple to use so they might have updated the interface.  I\u2019m looking at air table again later today but I really don\u2019t like their document storage functionality so I think we\u2019re going to move forward with DealTitan in the next week or two.", "replies": [], "depth": 2}], "depth": 1}, {"id": "hh405eb", "text": "It is very imperative to create a calendar due date with a reminder at least 24-48 hours of each condition or closing terms that need to be fulfilled. At times we may need to seek an amendment to adjust these conditions or closing dates due to setbacks related to third-party professionals and therefore need sufficient time to secure the necessary paper and get parties on board with such an amendment.", "replies": [], "depth": 1}]