Document Readiness for Preconstruction Developers
Coordinate required buyer documents, review status, exceptions, and handoffs without treating receipt as approval.
Operational owner
Buyer operations or post-sale teams, supported by authorized document reviewers.
When it runs
From reservation through closing, and whenever a document requirement or buyer record changes.
What this workflow controls
Document readiness is a controlled view of which buyer documents are required, requested, received, ready for review, approved, expired, or blocked for the correct buyer and unit.
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 the requirement set
Record which documents apply to the buyer, unit, transaction stage, and approved policy. Keep conditional requirements separate from items required for every file.
Request and track
Send approved requests through the permitted channel, retain what was requested, and give every open item a status, owner, and next action.
Match and classify
Connect each received file to the correct buyer, unit, and requirement. Preserve the difference between received, ready for review, and approved.
Route review and exceptions
Send unclear, conflicting, expired, sensitive, or policy-dependent cases to an authorized person with the relevant source context.
System boundaries
Connect only the records and actions needed for this workflow.
System inputs
- Buyer, project, unit, and contract identifiers from the approved record
- Document requirement policy and any conditional requirement rules
- Repository links, receipt events, and current review status
- Approved communication templates and channel permissions
Workflow outputs
- A reviewable requirement status for each buyer and unit
- Requests and follow-up tasks with a named operational owner
- Reviewer handoffs with the source file and requirement context
- Visible exceptions that stop the standard workflow
| 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 classify receipt and readiness, but an authorized person owns approval, verification, and professional judgment.
- Sensitive files should only be exposed to roles and systems permitted to handle them.
- Conflicting identifiers, unclear file ownership, or changed requirements should stop automatic progression.
- The document repository remains authoritative for the stored file and its approved record.
Frequently asked questions
What does document readiness mean in preconstruction?
It means every required buyer document has a known operating status, belongs to the correct buyer and unit, and is available for the authorized next action. It does not mean the document has been legally or professionally approved.
Does Asterisko replace the document repository?
No. Asterisko is designed to coordinate requests, statuses, exceptions, and handoffs while the approved repository remains the source of truth for stored documents.
Which document cases should reach a person?
Cases with conflicting identifiers, unclear ownership, sensitive information, expired evidence, policy exceptions, or any decision that requires authorized judgment should be escalated.
