Use case · Diligence & Refinance

When the lender asks, the records already exist.

Refinance, sale, or annual review — the diligence list is the same scramble every time. Because FixGrid already holds the maintenance history, the compliance logs, and the turn record, the packet isn't built from scratch. You assemble it from records you already keep.

FixGrid Lender Readiness turns your day-to-day maintenance record into the documentation lenders and buyers ask for in diligence — service history, regulated-compliance logs, turn records, and on Professional turn costs and the asset registry, exportable from the modules that already hold them. The same record that clears diligence also lifts NOI — see what it's worth .

Every ask, sourced from a module Less compiling Records from each module
Lender's diligence checklist Dark
Refinance · typical request
6 items · where each one lives in FixGrid
Requested item Where it lives
Illustrative — a typical lender checklist and the FixGrid module that holds each item
Diligence is a deadline you don't control

The data a lender wants is data you already generate. It just has to be findable.

A refinance window opens and suddenly you owe a stranger three years of maintenance records, every compliance certificate, and proof your turns are under control — in two weeks, while still running the property. The work isn't creating that data. It's that nobody kept it in one place. FixGrid did, all along.

Always on record
Nothing to reconstruct.
The history a lender requests has been accumulating in the system since day one — not scattered across inboxes, drives, and a filing cabinet.
Sourced, not staged
Real records, not a deck.
Each line of the packet pulls from the module that owns it — compliance from Apogee, turns from Make-Ready, performance from Reports. Verifiable, not dressed up.
Built from exports
Pull the exports, then assemble.
Pull CSV/PDF where the module offers it, then assemble the packet — instead of reconstructing three years under a deadline.
The same request, two very different weeks

Every item on the diligence list traces to a system that already had the answer.

A lender's checklist looks intimidating until you see where each line comes from. Maintenance history, compliance proof, turn costs, open liabilities, asset ages, performance — each is a module you've been running all year (turn costs and the asset registry are on Professional). The packet is the receipt for work you already did.

"3 years of maintenance history"Service history · readyEvery ticket and resolution — already logged; assets on Professional
"All compliance certificates"Grid Apogee · readyBackflow, fire pump, generator, elevator — the records are on file
"Turn costs & vacancy timeline"Make-Ready · readyEvery turn and its punch record; turn costs on Professional
"Maintenance performance"Reports · readyTickets closed vs. open, volume and turn times — by period
Packet outline · illustrative Dark
01Maintenance history & service recordTickets
02Regulated-compliance recordsGrid Apogee
03Unit turns & make-ready costsMake-Ready (costs: Professional)
04Open work orders & liabilitiesTickets
05Asset register & equipment agesAssets (Professional)
06Maintenance performanceReports
What lands on the lender's desk

A diligence packet you assemble, sourced and organized.

Each line is real data from the module that owns it, with CSV/PDF export where the record lives. You assemble the maintenance side of diligence from those exports — cover, sections, and the checklist the lender expects — instead of rebuilding history under a two-week scramble. (Not a single magic one-button file — honest about where each export comes from.)

  • Sections that follow the standard diligence checklist.
  • Each section pulled from the module that holds it.
  • CSV or PDF where the module offers an export — not re-keyed by hand.
Common questions

What lenders ask for, and where it comes from.

What maintenance records do lenders ask for in diligence?
Typically several years of maintenance and service history, all regulated-compliance certificates (backflow, fire pump, generator, elevator, and the like), unit-turn and make-ready costs, any open work orders or deferred-maintenance liabilities, an asset register with equipment ages, and maintenance-performance figures. It's the same checklist whether the trigger is a refinance, a sale, or an annual review.
How does FixGrid help with a refinance or acquisition?
The documentation a lender or buyer requests is data you already generate running the property day to day. Because FixGrid keeps it in one connected system instead of scattered across inboxes, drives, and a filing cabinet, you assemble the maintenance side of the diligence packet from records you already have — instead of reconstructing three years of history under a two-week deadline.
What if my financing is HUD-insured (FHA)?
FHA-insured multifamily loans (for example 221(d)(4) and 223(f)) carry an ongoing NSPIRE inspection obligation, and a failed inspection can bring HUD enforcement review and put your standing on the loan at risk. NSPIRE Readiness keeps you inspection-ready year-round so the compliance condition on the loan stays met, with the audit record built as a byproduct of the maintenance rounds you already run.
Is the owner portal the same as a diligence packet?
No. This page is the diligence-packet use case. The owner portal is a read-only Intelligence login for owners you invite — catch-up cost ranges, condition index, board PDF. Same record, different door.
Where does the documentation come from?
Each line of the packet pulls from the module that owns it: service and work-order history from Tickets, regulated-compliance certificates from Grid Apogee, turn costs from Make-Ready (Professional), equipment ages from the asset registry (Professional), and maintenance-performance figures from Reports. The records are sourced from live modules, not staged for the occasion.
Can I export the records?
Yes. The modules that hold these records support CSV and PDF exports, so you can pull the service history, compliance logs, turn records, and (on Professional) asset data the lender asked for and assemble them into a diligence packet. The records are real and exportable from where they live — the packet is how they're organized for the lender, not a single magic one-button file.
Is FixGrid built for multifamily specifically?
Yes. FixGrid is a CMMS purpose-built for multifamily — residential-native, not industrial software bent to fit apartments. It was founded by George Herlth, a 20-year multifamily maintenance professional and credentialed Facility Management Professional (FMP), so the records map to the way operators and lenders actually evaluate a property.
Be ready before the window opens

Walk into your next refinance with the records already on file.

A 30-minute call on your own portfolio. See where every line on a lender's list lives in the modules you already run.