Use case · Diligence & Refinance

When the lender asks, it's already assembled.

Refinance, sale, or annual review — the diligence list is the same scramble every time. Because FixGrid already holds the maintenance history, the compliance binder, and the turn record, the packet isn't built from scratch. It's exported.

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 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 Weeks of compiling, gone Export-ready from each module
Due-Diligence Packet Dark
0%
FixGrid Plaza · Refinance
6 items requested · sourced from your modules
Requested item Source
In packet0 of 6
Try it — tap items to add them, or Add all; each one's already sourced from a module
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 assembled
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, KPIs from Zenith. Verifiable, not dressed up.
Exports ready
An afternoon, not a fire drill.
Pull CSV/PDF from the modules that already hold each line — then assemble the diligence packet for the lender, 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. The packet is the receipt for work you already did.

"3 years of maintenance history"Service history · readyEvery ticket, asset, and resolution — already logged
"All compliance certificates"Grid Apogee · readyBackflow, fire pump, generator, elevator — the binder is assembled
"Turn costs & vacancy timeline"Make-Ready · readyEvery turn, its punch record and real cost
"Maintenance performance"Grid Zenith · readyResponse, PM completion, repeat rate — trended, owner-grade
Packet · ready to send Dark
Due-Diligence Packet
FixGrid Plaza — 248 Units
Refinance · Q2 2026
Prepared
Jun 24, 2026
Coverage
36 months
Sections
6 · 214 pp
01Maintenance history & service record88 pp
02Regulated-compliance certificates41 pp
03Unit turns & make-ready costs32 pp
04Open work orders & liabilities12 pp
05Asset register & equipment ages26 pp
06Maintenance performance KPIs15 pp
What lands on the lender's desk

A diligence packet — sourced, dated, 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.)

  • Numbered sections mapped to the standard diligence checklist.
  • Coverage window stated up front — no "is this everything?".
  • Every page sourced from a live module, 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)?
HUD-insured loans — FHA 221(d)(4), 223(f), 223(a)(7), and 232 — carry an ongoing NSPIRE inspection obligation, and a failed inspection can put those favorable terms 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.
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, equipment ages from the asset registry, and maintenance-performance KPIs from Grid Zenith. 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 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 Facilities 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 packet already done.

A 30-minute walkthrough on your own portfolio. Build a real diligence packet from the modules you already run, and export it.