WEBVTT

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Your client’s diligence is missing bank statements and an answer
about a contract.

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Find the deal at Due Diligence, then prepare a precise evidence
request.

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You will use your own permitted room and participant details for
the real request rather than sending the demonstration.

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Open Filters in Deal Room.

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Status describes the overall state; Stage identifies a transaction
step such as NDA and Access, Pre LOI Review, Offer, Escrow and
Funding, Due Diligence or Close.

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Combine these with Search to find work.

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A filter changes the displayed list; it does not advance, sign off
or approve the deal.

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The Bank Statements request form asks which document is needed,
Who sends it and Ready by.

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Check that the person is on the appropriate side and can supply
the evidence.

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Use a specific reporting period rather than a vague request for
all financials.

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Review notification and reminder details before sending, then
verify the received version against the actual diligence
requirement before treating the item as complete.

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Identify the missing document, supplier and required date, then
review notifications before a real send.

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Check the received version and answer before completing its task.

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A generated summary is no bank evidence.

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This form remains unsent, so the video assigns no work, sends no
reminder and records no diligence approval.