Due Diligence & Document Collection

Q: Does someone still need to review the documents?

Yes, a team member reviews flagged items and confirms final sign-off, while the automation handles the repetitive tracking work.

Q: Can this work alongside the tools our agency already uses?

Yes, it is built to connect with common document storage, spreadsheet, communication, and e-signature tools.

Q: What happens when a document is missing or incorrect?

The system flags the gap on the tracker and continues to prompt for the correct document until it is received.

Q: Is this suitable for a small buyers agency team?

Yes, it is designed for small teams managing multiple contract files at once without a dedicated compliance department.

Keep every due diligence file in one place without chasing clients or vendors by hand.

80 hrs

Manual time identified

Companies have mapped

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About This Automation

Due diligence document collection involves gathering contracts, inspection reports, and disclosures within tight settlement deadlines. Manually chasing overdue paperwork and cross checking every file against a checklist consumes hours and increases the risk of missed deadlines.

An automated version creates the checklist and client folder the moment a contract is signed, sends requests automatically, and escalates overdue items without manual follow up. The result is a faster, more consistent path to a settlement ready file.

Key features:

Generate a document checklist automatically based on contract type and jurisdiction

Create a shared client folder as soon as a contract is signed

Send document requests to solicitors and inspectors without manual drafting

Monitor deadlines daily and re-send requests automatically when items are overdue

Verify received documents against the checklist for completeness

Route completed packs for signature and notify the team when a file is settlement ready

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Chasing overdue documents constantly Coordinators spend significant time on phone and email follow up for late paperwork.	80%
2	Manual verification against checklist Every document must be checked by hand for completeness and correct signatures.	67%
3	Limited visibility into file status It is hard to tell at a glance which documents are outstanding on any given file.	53%
4	Inconsistent checklist creation Checklists vary depending on who builds them and which contract type is involved.	40%
5	Delays reaching settlement readiness Missing signatures or late reports push back the final sign-off date.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

8.3/ 10

AI Fit Rating™

8.9/ 10

Automation Lift Index™

8.6/ 10

Hidden Overhead™

6.8/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. New Contract Signed Email Receivedtrigger

Detects the signed contract email and starts the due diligence workflow.

2. Create Checklist & Send Document Requests

Document Intake builds the checklist, sets up the folder, and emails the solicitor and inspector.

3. Send Escalation Reminder

Deadline & Escalation re-sends the request and flags the item only when a document is overdue.

4. Human Verifies Documents Against Checklist

Ops coordinator does a final completeness check before the pack moves to signature.

5. Route Verified Documents For Signature

Closing Coordination confirms the checklist is complete and triggers the signature routing.

6. Send Completed Pack

The client and solicitor receive the completed document pack for e-signature.

7. Log Completion & Notify

Status is logged and the buyer's is notified that the file is settlement ready.

Most popular tool stack used

— the complete tool combinations companies use

55% of companies

25% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

376 hrsIdentified

4Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What parts of due diligence collection does this handle?

It handles checklist creation, folder setup, document requests, deadline follow up, verification, and routing for signature.

Does someone still need to review the documents?

Can this work alongside the tools our agency already uses?

What happens when a document is missing or incorrect?

Is this suitable for a small buyers agency team?

View more FAQs

Process pain:8.3/10

Mapped by:4 Companies

Map this to your business to get your exact numbers.

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Page updated 10 August 2026