What slows a disposition down most?

Assembling the lease and financial record into something a buyer can diligence. The marketing is quick; reconstructing three to five years of financials and every lease's current effective terms is not.

Why prepare a seller's diligence memo?

Because the questions a buyer will ask are predictable, and answering them before they are asked shortens the diligence period. It also surfaces the problems while there is still time to address them rather than renegotiate over them.

What belongs in the data room before going to market?

Abstracted lease summaries with amendments merged, standardised financial spreads, and the property fact sheet. Anything a buyer has to reconstruct themselves becomes a delay and then a price adjustment.

How to Automate Property Disposition Preparation with AI

Workflow Guide

Last updated 2026-03-122 min readWorkflow Guides

The Problem

Preparing a property for sale requires organizing and verifying the entire lease and financial document package for the buyer's data room. Sellers benefit from having organized, accurate lease data when bringing properties to market — it accelerates transaction timelines and reduces the diligence period negotiations that often delay closings.

Step-by-Step Automation Workflow

Abstract every lease in the property

Abstract all leases across the property, producing comprehensive summaries.

Spread three to five years of financials

Spread 3-5 years of historical financials to standardized formats.

Build the property fact sheet

Generate a property fact sheet with key metrics: WALT, occupancy, rent PSF, escalation schedule, upcoming expirations.

Draft estoppel certificates for every tenant

Prepare estoppel certificate drafts for all tenants.

Organise the data room

Organize the data room with abstracted lease summaries, financial spreads, and supporting documentation.

Write the seller's diligence memo

Generate a seller's due diligence memo highlighting the property's lease strengths and addressing anticipated buyer questions.

Time Saved

The lease and financial package for the data room is assembled from abstracts and spreads that cite their source documents, rather than compiled by hand

Cost Impact

Faster time-to-market, reduced broker and legal preparation costs, and smoother buyer due diligence leading to shorter closing timelines and fewer price re-trades

Frequently Asked Questions

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