Real Estate Transaction Management
Law firms can coordinate property diligence, contract negotiation, title review, financing, and closing
The Challenge
Law firms managing real estate transactions face complex coordination across property diligence, purchase agreement negotiation, title and survey review, environmental assessments, zoning approvals, financing arrangements, third-party estoppels, and closing logistics. Real estate deals require coordinating corporate attorneys negotiating purchase agreements, real estate specialists reviewing title commitments and surveys, environmental counsel assessing Phase I reports, land use attorneys securing zoning approvals, financing counsel coordinating loan documents, and closing teams managing escrow and recording — all within tight timelines driven by financing commitments and market conditions. Email-based coordination creates visibility gaps where title issues aren’t communicated timely to negotiating teams, environmental concerns delay closings without adequate notice, and closing conditions remain unsatisfied until the last moment. Without centralized transaction management, real estate teams struggle to provide clients with closing confidence, miss opportunities to resolve deal issues early, and face deadline crises when conditions precedent aren’t tracked proactively.
How Lupl Solves This
Lupl transforms real estate transaction management by creating a central Matter for the deal with Workstreams for each transaction component — corporate negotiations, property diligence, title review, environmental assessment, zoning/land use, financing, tenant estoppels, and closing preparation. Forms standardize diligence issue logging and information intake. Automations trigger task sequences when deal milestones occur (contract execution triggers title ordering), send deadline reminders for financing commitments and zoning applications, and escalate deal blockers requiring partner attention. Dashboards provide transaction teams real-time visibility into negotiation status, diligence findings, title clearance progress, environmental status, and closing condition satisfaction.
Key Capabilities
- Transaction workstream coordination managing purchase agreement negotiations, property diligence, title review, environmental assessment, zoning approvals, financing, and closing logistics with interdependencies
- Title and survey review tracking managing title commitment review, survey exception analysis, title clearance requirements, and title policy issuance readiness
- Environmental diligence management coordinating Phase I report review, Phase II investigation needs, environmental insurance requirements, and remediation obligations
- Closing condition monitoring tracking satisfaction of all conditions precedent with status visibility and automated reminders for items approaching closing dates
- Deal status dashboards providing transaction-wide visibility into workstream progress, outstanding title issues, environmental concerns, financing status, and closing readiness
Who This Is For
This solution is designed for law firms with real estate practices managing property acquisitions, dispositions, and financing transactions for corporate clients and real estate investors.
Frequently Asked Questions
How does Lupl work with closing solutions?
Lupl is not a dedicated closing folders solution with signature management. It is focused on the orchestration of the entire process and transaction. Dedicated solutions can be used for closing and with Lupl’s Open API and webhooks, these can also be integrated.
Does Lupl coordinate with financing counsel tracking loan commitment and document preparation?
Yes — everything can be tracked in one place.
Ready to transform your process?
See how Lupl can streamline your transaction management.