A condition is a line item the lender wants satisfied before it funds: a document, an update, a signature. The Conditions view on a deal's Fulfillment tab is where you file them, assign them, and clear them off - one at a time or in bulk, by hand or read straight off what the lender sent you.
Where Conditions Live
Conditions sit on the deal's fulfillment register, next to Lender Documents, Compliance, and Signing Packages. The list splits into two groups: what's still open and what's already satisfied, with the satisfied group collapsed by default since it's the longest section on a mature file and the one you rarely reopen. Filter by category or by who owes it; the open/satisfied counts at the top hold steady across a filter so a narrowed view never looks like conditions vanished.
Adding Conditions by Hand, From Pasted Text, or a Screenshot
Add Condition offers two modes. One at a time takes a title, description, source, category, priority, due date, and assignee. Bulk upload takes a pasted list - from a lender portal, commitment letter, or email - or a screenshot of one, up to several images for a list that runs past the fold. Either way, it reads the input into draft rows you review, edit, and untick before anything is filed - nothing is added until you confirm the list.
Reading Conditions Off a Lender Document
Add the commitment letter to the deal's lender documents first, then use Read Conditions on that PDF. It opens the pages, finds the condition schedule, and hands back the same kind of draft list as a paste or screenshot, reviewed the same way before you file it. If the schedule sits past the pages it reads, it tells you how many went unread so you know to capture the rest separately.
Category, Priority, Due Date, and Who Owes It
Every condition carries a category, a priority (urgent, high, normal, low), an optional due date, and an assignee role - who on the file the condition falls to. These are what the filters at the top of the list work off, and what a condition read off a document or email arrives needing you to confirm rather than guess.
Satisfying, Waiving, and Reopening a Condition
Marking a condition satisfied is a single click on the row, undoable for a few seconds if you clicked the wrong one. Waiving - letting a condition go rather than meeting it - is a deliberate call and lives in the row's editor instead, so it's never one accidental click away. A satisfied condition can be reopened later; that's a different action from undo, and it also clears any auto-satisfied credit and files a fresh review task, which is the right cost for genuinely overturning a clear.
Requesting Outstanding Conditions From the Client
Select the open conditions you need from the client and press Request From Borrower. It builds a plain-language email explaining each one and sends it from the deal, landing on its activity so you can see exactly what they were asked for. If a condition still carries the lender's raw wording rather than a plain explanation, the request flags it so you can reword it before it goes out.
What to Do Next
- Manage Lender Documents After Approval to add the commitment letter and funding forms the conditions are read from.
- Track a Lender's Response to see how a decision reaches the deal in the first place.
- Send a Client Request for Documents for outstanding items that need more than an explanation.