Workflow Guide

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

Estoppel certificates are required during property sales, refinancings, and other transactions. Each tenant must confirm the current terms of their lease — a process that requires the landlord to first compile an accurate summary of each tenant's lease terms. For a 50-tenant property, preparing estoppel drafts manually is a long, tenant-by-tenant exercise, and errors in the landlord's representation can create significant legal exposure.

Step-by-Step Automation Workflow

1

Abstract every tenant's lease

Generate comprehensive lease abstracts for every tenant using AI abstraction.

2

Auto-populate the estoppel templates

Auto-populate estoppel certificate templates with extracted lease data: rent amounts, expiration dates, renewal options, security deposits, and outstanding obligations.

3

Flag discrepancies against lease administration records

Flag any discrepancies between the abstract and existing lease administration records.

4

Generate tenant-ready drafts

Generate tenant-ready estoppel drafts for distribution.

5

Track returns and chase what is outstanding

Track estoppel return status and flag outstanding certificates.

Time Saved
Estoppel drafts start from each tenant's abstract, with every term cited to the lease or amendment it came from, rather than from a fresh read of each lease
Cost Impact
Reduced legal review costs, faster transaction timelines, and elimination of errors in landlord representations that could create post-closing liability

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.