Closing Readiness for Preconstruction Developers
Keep closing evidence, blockers, owners, and authorized handoffs visible for the correct buyer and unit.
Operational owner
Closing or post-sale teams, supported by finance, legal, buyer operations, and authorized external partners.
When it runs
During closing preparation and whenever a requirement, blocker, source record, or authorized decision changes.
What this workflow controls
Closing readiness is a reviewable operating view of the documents, funds, signatures, approvals, partner actions, blockers, and evidence required before an authorized team decides that a buyer and unit may proceed.
Asterisko coordinates the operating context and approved actions. The connected business systems remain authoritative, and people keep control of decisions that require judgment.
Implementation checklist
Each action has a defined source, operating owner, and exception path.
Define readiness evidence
List the required evidence, source system, authorized owner, and accepted operating states for the project and transaction type.
Assemble the buyer view
Connect the correct buyer and unit to current document, payment, signature, approval, and partner-action records without copying unrelated data.
Assign every blocker
Give each missing, conflicting, expired, or pending item an owner, source link, next action, and review point.
Authorize the handoff
Present the evidence and open exceptions to the person permitted to confirm the next closing action. Preserve who decided and which records supported it.
System boundaries
Connect only the records and actions needed for this workflow.
System inputs
- Buyer, unit, contract, and project milestone identifiers
- Current document, payment, signature, and approval records
- Project-specific closing requirements and authorized decision owners
- Partner handoff status and the evidence returned by each approved source
Workflow outputs
- A current readiness view for the correct buyer and unit
- Named blockers with source evidence, owner, and next action
- Authorized review and handoff tasks
- A record of the decision context and remaining exceptions
| Operational responsibility | Asterisko coordinates | Your team retains |
|---|---|---|
| Source records and readiness evidence | Connects the required context, status, and workflow history | The authoritative business systems and record owners |
| Repeated workflow actions | Runs approved requests, reminders, routing, and task creation | Policy limits, message approval, and exception handling |
| Judgment, approval, and commitments | Surfaces evidence and routes the correct owner | Authorized reviewers and accountable business teams |
Human review stays explicit
Automation should stop where permissions, conflicting evidence, or authorized judgment begin.
- A workflow may organize evidence and blockers, but the authorized closing, finance, legal, or partner role owns the professional decision.
- Missing, expired, disputed, or conflicting evidence should prevent an automatic ready state.
- Partner status should not be inferred when the approved source has not returned a decision.
- Readiness should be recalculated when a requirement, source record, or authorized decision changes.
Frequently asked questions
Is closing readiness the same as approval to close?
No. Readiness organizes the required evidence, blockers, owners, and current states. The authorized people and partners still make the professional and contractual decisions.
What should appear in a closing-readiness view?
Show the buyer and unit, applicable requirements, current source-backed states, open blockers, owners, next actions, and the evidence needed for the authorized review.
When should readiness be recalculated?
Recalculate when a requirement changes, a new source record arrives, an item expires, a discrepancy appears, a blocker is resolved, or an authorized decision is recorded.
