Due Diligence
Due diligence without the spreadsheet.
Customizable checklists for every property type. Assign items, set deadlines, upload documents and track completion — all connected to one property record.
Start FreePre-built templates for every property type.
Start from a proven template and customize it for your workflow. Add, remove, or reorder items at any time.
Vacant Land
11 items
Progress27%
Title Search
Survey
Zoning Verification
Utilities Access
Road Access
Floodplain Review
Wetlands Assessment
Environmental Study
Topography Analysis
Soil Testing
Feasibility Study
Residential
8 items
Progress50%
Title Search
Property Taxes
Home Inspection
HOA Review
Insurance Review
Survey
Utilities Verification
Occupancy Status
Multifamily
10 items
Progress20%
Unit Count Verification
Rent Roll Review
Lease Audit
Zoning Compliance
Permits & Violations
Utilities Analysis
Operating Statements
Maintenance Records
Environmental Study
Financing Review
Commercial
10 items
Progress20%
Title Search
Zoning & Use Verification
Tenant Lease Review
Environmental Phase I
ADA Compliance
Roof & Structure
HVAC & Mechanical
Parking & Access
Operating Expenses
Financing Review
Everything you need to vet a property.
Custom templates per property type
Start from a pre-built template or build your own from scratch.
Item assignments and deadlines
Assign each checklist item to a team member with a due date.
Document attachment per item
Upload the relevant document directly to the checklist item.
Completion percentage tracking
See overall progress at a glance — per item and per property.
Deadline alerts and reminders
Never miss a due diligence deadline with automated reminders.
Notes and comment threads
Add notes, questions and comments to any checklist item.
Start your first due diligence checklist.
Free to start. No spreadsheets required.