In MotionCRE, every task belongs to a specific deal and carries a clear owner, a due date, and deal context. Team members know exactly what is expected, when it is due, and which project it belongs to. Tasks can be created manually or generated automatically when a deal moves into a new pipeline stage. Descriptions support @mentions, files can be attached directly to a task, and overdue work surfaces automatically across the dashboard, pipeline cards, and deal detail views, so nothing has to wait for a weekly status meeting to be noticed.

A due diligence checklist template is a pre-built task list covering the standard DD items a team runs on every deal: title commitment, environmental Phase I, rent roll reconciliation, T-12 review, lender quotes, and the 30 to 50 other items that apply to a given asset class. MotionCRE ships these templates so that when a new deal is created and its asset class is set, the team gets a pre-populated task list instead of a blank slate. Each task has an owner, a deadline, and a place to attach the supporting document that satisfies it.

MotionCRE ships asset-class-specific DD checklist templates for multifamily, office, industrial, retail, land, hospitality, mixed-use, and self-storage. Core DD items like title, environmental, rent roll, and T-12 review are universal across every template. Each asset class then adds the workstreams that are unique or significantly more important for that deal type, such as unit-level inspections and bad debt history for multifamily, tenant credit and lease rollover for office, clear height and power capacity for industrial, and co-tenancy and anchor credit for retail.

Missed inspections, late title reviews, and forgotten lender deadlines are what cause deals to slip. MotionCRE gives every milestone a clear owner and a hard deadline, then detects overdue tasks automatically and surfaces them across the dashboard, pipeline cards, and deal detail views. Notifications alert owners as deadlines approach. Because overdue work is visible team-wide, nobody has to run a weekly status meeting to find out what is behind schedule.

Yes. You can define task templates for each pipeline stage. When a deal moves into Due Diligence, for example, the right tasks are created automatically with the right owners and offset due dates. Due date offsets are configurable per task, so every new deal starts with a structured checklist instead of a manual setup step. This is how DD workstreams stay consistent from deal to deal without anyone rebuilding the list each time.

Yes. A calendar view shows all tasks and key dates across your entire portfolio in week, month, or agenda layouts. You can filter by assignee, status, or deal to narrow the view, and dashboard widgets surface overdue and upcoming tasks so the team sees what needs attention today. Completed milestones can be archived to keep active lists focused on live work.

Generic task apps organize work into lists and boards that sit apart from the deal. MotionCRE ties every task to the deal it belongs to, alongside the documents, contacts, notes, financials, and key dates for that deal. Task templates are built around commercial real estate due diligence rather than generic project management, and they are asset-class aware. The result is that the task list reflects the real state of the deal instead of being a separate system someone has to keep in sync.

MotionCRE Team is $249 per month for 3 users, Plus is $399 per month for 5 users with addon seats at $69 per seat per month, and Power is $699 per month for 10 users with addon seats at $59 per seat per month. Every plan includes full access to task management, due diligence templates, and every other feature, plus a 14-day free trial. There are no annual contracts, no setup fees, and no minimum seats.