Workflow Guide

    How to Automate CRE Due Diligence Document Review

    Last updated 2026-03-122 min readWorkflow Guides
    The Problem

    CRE acquisition due diligence requires reviewing thousands of pages of documents under tight timelines (typically 30-60 days). The document package includes leases, financials, property reports, environmental assessments, and legal documents. Manual review is the bottleneck that determines deal execution speed.

    Step-by-Step Automation Workflow

    1

    Ingest the entire data room and automatically classify documents by type (leases, amendments, financials, environmental, legal, property condition).

    2

    Flag missing documents against a standard due diligence checklist.

    3

    Process all leases through AI abstraction with amendment merging.

    4

    Spread all financial documents to a standardized format.

    5

    Generate a portfolio-level risk summary highlighting: co-tenancy exposure, below-market options, upcoming expirations, escalation gaps, and financial anomalies.

    6

    Produce an executive due diligence summary with flagged items requiring management attention.

    Time Saved
    50-70% reduction in overall diligence timeline
    Cost Impact
    Reduced external counsel and consultant fees, faster deal execution, and more accurate underwriting that prevents post-closing surprises

    How to Automate CRE Due Diligence Document Review

    Frequently Asked Questions

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    See this workflow in action with your documents

    Crevanta provides the extraction and structuring foundation that makes CRE workflow automation possible.