Real Estate Deal
Due Diligence Document Checklist & Audit
Automated due diligence checklists for ALTA surveys, Phase 1 environmental reports, and critical documents. Ensure nothing falls through the cracks during acquisitions.
What it does
- Generates Due Diligence Checklist (50+ items)
- Tracks Document Receipt and Review status
- Audits ALTA Survey for title issues and easements
- Reviews Phase 1 Environmental for contamination risks
- Validates Zoning Compliance and permitted uses
- Checks Building Code violations and open permits
- Verifies Utility Availability (water, sewer, electric, gas)
- Flags Critical Issues requiring legal review or deal termination
What it takes
- ALTA Survey
- Phase 1 Environmental
- Title Report
- Zoning Letter
- Building Permits
- Utility Letters
What it returns
- Excel Checklist
- PDF Report
- Red Flag Summary
- SharePoint Integration
Written into the systems your team already runs, not into a second system of record.
How teams run it
Checklist Tracking
Track all required due diligence documents and reviews.
ALTA Survey Audit
Review survey for title issues, easements, and encroachments.
Environmental Review
Analyze Phase 1 for contamination risks and liability.
Red Flag Report
Summarize all critical issues requiring immediate attention.
Cited, or flagged
Every value is anchored to the clause it came from. Where one is missing, Surfaice says so rather than inventing it.
Read where it lives
Documents are processed for the request and not retained afterwards. Nothing is copied into a second system of record.
Never trained on
Your documents do not train models — yours or anyone else's.
More in Real Estate Deal
See it run on your own documents.
Fifteen minutes, your files, and the clause behind every answer.