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Due Diligence

What it is

An AI reviewer that reads everything currently on file about a property — every Fact and its Source, plus any open Fact conflicts — and produces a skeptical list of findings: real gaps, unverified claims, and risks worth chasing down before you commit. See the Glossary for what a Fact and Source are.

Why / when you'd use it

Run it once you have some facts recorded for a deal, to get a second, deliberately skeptical pass on what you might be missing — especially claims that came from the seller or listing agent rather than a verified source.

Running due diligence

Select Run due diligence. Each finding shows:

  • A severity badge: Critical, High, Medium, or Low
  • A one-to-two-sentence summary of the risk and its grounding
  • A Recommended: line with a concrete next step
  • Citation chips naming exactly which facts (and conflicts, if any) the finding is based on

Due diligence findings with citations and recommended actions

The reviewer only ever references facts and conflicts you can see cited — it never invents a risk that isn't grounded in something actually on file. If there's nothing recorded yet for the property, running it returns a note explaining there's nothing to review rather than padding the list with speculation.

Turning a finding into a task

Select Add as task next to any finding to pre-fill a task draft with that finding's context. Adjust the Category, Severity, Due date, and Assignee as needed, then select Save task.

Task draft pre-filled from a finding

Existing tasks appear in a list below, each with a Status dropdown (Open, Requested, Received, Verified, Resolved, Waived, Failed) you can update as you make progress, and a Delete link. Deleting a task has no confirmation step.

Task list with an existing task

You can also add a task manually — select Add task (top right of the Tasks section) without going through a finding first.

Where the underlying facts come from

Today, Facts and Sources aren't something you add through a form in the app itself — they're populated through other means (for example, when a deal is set up with sourced data behind it). If a property has no facts recorded, Due Diligence has nothing to review and will say so. See Limits & Expectations for the full picture.

What's next