Map Third-Party Work in a Commercial Financing Transaction

Commercial financing needs a map of the third-party work required for the property, lender and transaction. Confirm who can order each assignment, acceptable providers and scope, fee authorization, and whether existing reports can be used. Assign responsibility for access and information. Track delivery separately from review, with specialists confirming outstanding title and insurance requirements. OCC guidance provides supervisory context for covered banks, not a universal closing checklist. Maintain a next-action list, update it when dependencies change, and distinguish estimated dates from confirmed ones. General education, not a funding commitment. Explore the forthcoming FUNDED by Don McClain.