casemark/notice-to-perform-real-estate

Notice to Perform — Residential Real Estate

Produces a litigation-defensible cure demand with breach chronology, statutory notice compliance, remedy mapping, and proof-of-service structure.

Required Inputs

Collect before drafting. If any item is missing, return a "facts required" list — do not draft until resolved.

1. Governing instruments — executed agreement, riders, addenda, incorporated docs
2. Party identifiers — legal names, capacities, service addresses, entity IDs
3. Contractual triggers — notice clause, cure period, default definitions, remedy ladder, termination/fee provisions
4. Evidence — payment history, performance logs, communications, inspection reports, invoices, prior notices
5. Jurisdiction — governing law, performance location, mandatory notice form/period/method rules
6. Sender's posture — cure, escrow holdback, termination, specific performance, or damages sequencing

Workflow

1. Intake Validation

Block drafting if missing:

• Amount due / due dates
• Governing clause for notice method
• Legal authority to sign
• Delivery details for required recipients

2. Breach Matrix

| Date | Obligation | Required Performance | Actual Conduct | Evidence | Contract Section | |------|-----------|---------------------|---------------|----------|-----------------|

• One row per missed/late payment or performance failure.
• Factual language only — no conclusory legal labels.

3. Jurisdiction Check

Confirm and record in a tracking table:

| Item | Status | Source | |------|--------|--------| | Cure period minimums | Confirmed / [VERIFY] | Agreement + statute | | Service method sufficiency | Confirmed / [VERIFY] | Agreement + statute | | Termination / acceleration prerequisites | Confirmed / [VERIFY] | Contract + law | | Tenant-protective statutory overrides | Confirmed / [VERIFY] | State statute |

Mark any unconfirmed legal text with [VERIFY].

4. Draft Structure

1. Header — title, date, sender, recipient
2. Agreement identification — name, date, section references
3. Non-performance chronology — objective facts, evidence-linked
4. Cure demand — measurable conditions
5. Cure deadline — exact date/time/zone; specify "commence by" vs "complete by"
6. Remedies escalation — contract → statutory → judicial
7. Rights preservation / anti-waiver
8. Signature and authority blocks
9. Certificate of service — method, date/time, recipient, tracking/receipt proof

5. Style Rules

• Numbered paragraphs for citation reference.
• Short, direct sentences.
• Mirror defined terms from the agreement exactly.

Notice Template

Date:
To:
From:
Re: Notice to Perform – [Agreement Name/Date]
Agreement Date:
Governing Law:
Notice Clause References:
Default Date(s):
Obligations Breached:
Breach Chronology: (table)
Cure Demanded:
Deadline: (date/time + zone)
Cure Acceptance Method/Location:
Consequences of Non-Cure:
Rights Reserved:
Authorized Signatory:
Capacity / Authority:
Certificate of Service:
  - Method:
  - Date/Time:
  - Recipient:
  - Tracking/Receipt:

Final Checklist

1. Every factual assertion traceable to a document.
2. Each cure item objectively measurable.
3. Cure window meets jurisdictional/statutory minimums and contract terms.
4. Delivery method satisfies contract and governing rules.
5. Reservation of rights covers contract, legal, and equitable remedies.
6. No new legal theory introduced without [VERIFY].

Pitfalls

• Never understate statutory notice requirements in residential contexts.
• Never assume payment totals — calculate from ledger components (principal, fees, interest).
• Do not assert anti-waiver language without addressing the specific legal posture.
• Avoid emotional or persuasive language — keep it enforceable and documentary.
• Use explicit remedy mapping: contract → statutory → litigation.
• Flag uncertain clauses or statutes with [VERIFY] and cite the verification source.