Real Estate
Share approved property documents and prepare cited review summaries for buyers, lenders, investors, and advisors.
From preparation to delivery
A property acquisition review
An illustrative walkthrough. Configure the sources, access, and review steps for your team.
Discuss your process →- 01
Assemble property records
Organize approved leases, financial reports, inspection material, and transaction documents by property.
- 02
Set party access
Scope buyers, lenders, and advisors to the relevant disclosure set.
- 03
Prepare a review summary
Use an Agent to draft a lease or diligence summary with source references for human verification.
- 04
Share and follow up
Distribute the reviewed output, respond to questions, and review access when the transaction changes.
A reviewed property diligence note or lease summary workbook, with the approved source set and relevant activity record.
Review access for transaction participants
Review Site members, assigned roles, and recent activity before sharing documents with clients or other participants.
Bring the property documents into one review
A buyer needs the leases, a lender needs the financials, and an adviser is checking a clause. Use a property Site to organize the documents and give each party the access they need. AI can help find passages and prepare draft review notes.
Build a controlled property review set
Organize title and lease documents, financial statements, valuations, contracts, and technical reports for the property or transaction. Give buyers, lenders, advisers, and internal reviewers the appropriate document set. Configure access expiry and document protection around the disclosure requirements.
Prepare source-referenced diligence
Use AI to find relevant passages and draft summaries across the permitted materials. An Agent can extract selected lease terms or prepare a diligence issues workbook from approved instructions. Review original clauses, schedules, figures, and missing documents before relying on the analysis.
Keep review and follow-up connected
Resolve questions against the relevant document or PDF page and inspect engagement activity before following up with counterparties. Retain the reviewed outputs and available evidence with the property record. Use the same controlled collaboration model for recurring investor updates or continuing advisory work.
Check access, dates, and extracted lease terms
Use VDR permissions, watermarking, and access expiry for transaction participants. Keep document versions identifiable and check extracted dates, rent terms, and exclusions against original leases. Analytics can help prioritize follow-up with reviewers.
Review the full lease and specialist reports
Clear Ideas does not replace property valuation, lease administration, legal diligence, or specialist inspection. AI extraction and summaries require review against the full source document.
Choose the right collaboration plan
Plan for ongoing collaboration.
Free includes a short external-collaboration evaluation. Choose Team or Business for continuing client and stakeholder access. Professional is for internal use.
Questions about this solution
Can an Agent summarize lease terms?
It can draft a source-referenced lease summary or workbook. Check terms, dates, exclusions, and schedules against the full agreement before using the result.
Is the workspace a property valuation tool?
No. It supports controlled document review and collaboration. Valuation and specialist legal or inspection work require their own methods and qualified reviewers.
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Bring the property review into one place.
Give buyers, lenders, and advisers the documents they need. Use AI to prepare lease summaries and diligence notes, then share the reviewed results.
No credit card required. What’s included in Free