Lesson 1 of 3
8 minMilestones and conditions
What it is
Milestones show where a request is in the process. Conditions identify specific items that may be needed before moving forward.
Why it matters
The distinction clarifies progress and the next action.
Simple example
Underwriting may be the current milestone while an updated statement remains an open condition.
What may be reviewed
- Current stage
- Open actions
- Owner
- Due timing
Common mistakes
- Assuming every condition is a final approval
- Waiting to ask about unclear requests
Your next step
Open the Deal Room and address incomplete conditions in priority order.