Due Diligence: The Gift That Keeps on Giving
Before you say thanks at closing, make sure nothing got missed.
Due Diligence: The Gift That Keeps on Giving
Hey friends,
Every November, I find myself reflecting on the deals that made me most grateful, not for their size or speed, but for how smoothly they closed. The secret? Unapologetic due diligence and high standards, even when everyone’s in a rush to wrap up before the holidays.
I remember one Thanksgiving eve, a client thanked me for “slowing things down just enough to catch a last-minute title issue” on a hybrid deal. If we’d pushed it through just to meet the calendar deadline, they could have started the holiday season with a title insurance claim…not a cashflowing rental.
That’s why I believe the real “thank you” in creative finance is a deal that closes clean and sticks.
How to Make Sure Your Closings Are Something to Be Grateful For:
1. Make the Checklist Your Best Friend
Before every close, review your step-by-step checklist, yes, even if you’ve done it a hundred times. Details hide in plain sight when you assume you’ve “seen it all before.”
2. Pause and Confirm (Don’t Assume)
A five-minute call to double-check insurance, payoff, or wiring instructions is the best “holiday bonus” you can give yourself and your team.
3. Treat Transparency as a Gift
Tell clients, partners, and lenders what you’re checking and why. The more everyone knows, the less likely you are to end up with a messy surprise.
How Triple Crown Transactions Puts Gratitude Into Action:
We never rush through the final review, no matter how close the deadline.
We proactively call out anything that looks off, so you’re not blindsided.
We make sure every client leaves the closing table with clarity and nothing lingering over their heads..
Ready to wrap up your next file knowing everything was truly handled? Book a call and let’s make your next closing something to celebrate.
P.S.The Closing Table is where we share the strategies and stories behind the best (and worst) deals so you can keep learning, growing, and closing with confidence.
