Workflow Guide

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

Commercial leases create hundreds of obligations for both landlords and tenants: insurance certificate deadlines, estoppel delivery requirements, maintenance standards, environmental compliance, and financial reporting obligations. Tracking these manually across a portfolio is practically impossible, and missed obligations create default exposure.

Step-by-Step Automation Workflow

1

Extract every compliance obligation from the leases

Extract all compliance-related provisions from each lease: insurance requirements, reporting deadlines, maintenance obligations, environmental provisions, and estoppel delivery requirements.

2

Build the obligation calendar with alerts

Build an obligation calendar with automated alerts for each compliance item.

3

Track status across the portfolio

Track compliance status (compliant, upcoming, overdue) across the entire portfolio.

4

Report to asset and property managers

Generate compliance summary reports for asset managers and property managers.

5

Flag non-compliance before it becomes default

Flag non-compliance risks before they escalate to lease defaults.

Time Saved
Eliminates manual compliance tracking spreadsheets
Cost Impact
Prevention of lease defaults and associated penalties, legal fees, and tenant remedies

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.