Agents for property documents
Leases, title reports, offering memoranda and compliance records. Agents extract the terms, flag what is missing, and send the doubtful items to a person before anything is signed.
The playbook in 54 seconds
What each agent checks and who decides the exceptions. All videos
What you can build for property
Investment due diligence
Investment due diligence reads leases and the building, title and zoning reports. It flags missing clauses and red flags, sends them to an acquisitions manager, and writes a summary with key risks and a recommendation.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build a property purchase due diligence agent. From each lease, abstract the tenant, lease start and expiry dates, annual rent, rent review type, outgoings recovery, bank guarantee and option terms. From the building report, title search and zoning certificate, extract the key findings. Flag any lease missing a rent review, make-good, assignment or option clause, and any report showing a major defect or title encumbrance. If anything is flagged, send it to an acquisitions manager for review. Then write a short investment summary with weighted average lease expiry, net income, key risks and a recommendation.
Lease obligations tracker
Lease obligations tracker reads a commercial lease and pulls out the parties, key dates, rent, options, rent reviews and obligations. It checks the dates, rent and every option notice date are stated, sends gaps to the property manager, and writes a one-page lease summary.
Tested: clean set completed; 2 of 2 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that abstracts a commercial lease for property management. From the lease, extract the landlord, tenant, premises, commencement and expiry dates, annual rent, each option with its period and last notice date, each rent review date and method, notice periods, insurance requirements, and maintenance and make-good obligations. Also have the extractor state whether the commencement date, expiry date and rent are all stated, whether every option has a notice date, and whether every rent review has a date. Check all three are Yes. If any check fails, send it to the property manager to confirm the missing terms. Then write a one-page lease summary listing key dates in date order and the main obligations.
Title and compliance check
Title and compliance check reads the title search, contract of sale, disclosure statement and your checklist. It checks the owner matches the seller, the address matches, no required disclosure is missing and every encumbrance is explained, then sends issues to the reviewing lawyer.
Tested: clean set completed; 3 of 3 planted errors flagged.
View on the Docy AI marketplace →See the brief
Build an agent that checks property documents before settlement. From the title search, contract of sale, vendor disclosure statement and our disclosure checklist, extract the registered owner, title reference, seller, property address on each document, each encumbrance and easement with any explanation, the disclosures provided and the required disclosures. Also have the extractor state whether the owner matches the seller, whether the address is the same on all documents, list any missing required disclosures (or None), and state whether every encumbrance has an explanation. Check the owner matches, the address matches, no disclosures are missing and every encumbrance is explained. If any check fails, send it to the reviewing lawyer or manager to decide. Then write a short pre-settlement checklist result.
The brief is what you type into the Docy AI assistant. Agents tagged Open Docy can also be built by hand on the open-source canvas. Agents tagged Docy AI may need custom code, a knowledge list or a policy node, which Open Docy does not include.
Your rules. A person's decision. A record.
Send the documents
Upload leases, title searches, reports and disclosure statements.
Apply your checklist
Your clause requirements and risk thresholds are checked the same way every time. Gaps stop and go to a person.
Keep the record
Each run records what was found, what was expected and who signed off.
Be clear about the limits
- No legal advice. Agents flag what your checklist asks for; a lawyer or manager decides.
- They don't search title registers or connect to property systems. They read the documents you give them.
- These agents check documents against rules you set. They do not replace the people who make the decision.
- We have tested these: each completed a clean test set and flagged the errors we planted in a flawed one. Test on your own files before relying on them.
Want to try one on your own property documents?
Tell us which documents you work with and which check would save you the most time.