What is the most common diligence failure?

Not a misread document — a missing one. An amendment that never made it into the data room changes terms that everyone downstream then models incorrectly, and nothing in the abstracted set reveals its absence.

How does it know a document is missing?

By checking the set against a standard diligence checklist rather than by reading what is there. Absence is only visible against an expectation.

Does this replace legal review?

No. It produces the structured summary and the flagged items that make legal review faster and better targeted. The judgement about what a provision means remains counsel's.

How to Automate CRE Due Diligence Document Review

Workflow Guide

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

Ingest and classify the whole data room

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

Flag what is missing against the checklist

Flag missing documents against a standard due diligence checklist.

Abstract every lease with amendments merged

Process all leases through AI abstraction with amendment merging.

Spread every financial document

Spread all financial documents to a standardized format.

Summarise portfolio-level risk

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

Produce the executive diligence summary

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

Time Saved

Leases and statements are read and structured by the software, with each figure traced to its source, so analysts review flagged items instead of reading every page

Cost Impact

Reduced external counsel and consultant fees, faster deal execution, and more accurate underwriting that prevents post-closing surprises

Frequently Asked Questions

Automate This Workflow

See this workflow in action with your documents

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