Industries
Real estate & lending due diligence
A lender orders the report and starts the clock. Unit-mix data, utility bills, assessor records, and cost databases get walked by hand into published schemas - by the same professionals whose judgment the report exists to carry.
The work that eats the week
Due diligence runs on the lender's calendar, not yours. The formats are fixed - HUD publishes the e-Tool schema, ASTM publishes E2018 - and most of the drafting hours go to pulling records and fitting them into those structures. The judgment calls are a fraction of the page count. They are also the only part that needs your PE.
The reports we’d take off your desk
HUD Capital Needs Assessment
recurring · lender-triggered · e-Tool schema
Unit-mix data, utility bills, and the physical walkthrough compiled into HUD's mandated e-Tool structure.
Property Condition Assessment
recurring · lender-triggered · ASTM E2018
Site photos, system age data, assessor records, and cost databases assembled into the E2018 capex tables - the judgment calls stay with the PE.
The line we build to
The agent drafts
- ▪Record pulls from public databases and your own files
- ▪Assembly into the published template, schema, or item list
- ▪A citation on every claim - nothing enters the draft unsourced
Your professional owns
- ▪Every judgment call the report exists to carry
- ▪Review and edits, exactly as today
- ▪The signature - liability never moves
The gathering is automated. The verification never is.
Our take
Independent assessors and single-market due-diligence firms are locked out of the automation the big platforms are building for themselves. Nobody automates the actual search-and-abstract work end to end - the hours still land on the professional. Advisory Opinion 41 draws the same line we build to: the professional stays in control. We decompose the report, automate the record pulls, and keep the judgment where the license is.
How a first engagement starts
We sit with your team and decompose one report - every block labeled boilerplate, fill-in, AI-draft, or human-owned. You see exactly what gets automated, and what never will be, before anything is built.