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.
The full workflow, from trigger to completion.
Detects the signed contract email and starts the due diligence workflow.
Document Intake builds the checklist, sets up the folder, and emails the solicitor and inspector.
Deadline & Escalation re-sends the request and flags the item only when a document is overdue.
Ops coordinator does a final completeness check before the pack moves to signature.
Closing Coordination confirms the checklist is complete and triggers the signature routing.
The client and solicitor receive the completed document pack for e-signature.
Status is logged and the buyer's is notified that the file is settlement ready.
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