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Due Diligence Checklist

Automated due diligence workflow for real estate: inspections, title, appraisal, insurance, HOA.

Complexity: Complex | Duration: 30m+ | Category: Finance/Investment

Tags: due-diligence real-estate inspection title appraisal

Workflow Diagram​

Steps​

Step 1: Checklist Generation​

Agent: project

manager - Create property-specific due diligence checklist

Step 2: Inspection Scheduling​

Agent: real

estate-analyst - Schedule home, pest, roof inspections

Agent: compliance

specialist - Order title search, review for liens/encumbrances

Step 4: Appraisal Order​

Agent: real

estate-analyst - Order appraisal, track status

Step 5: Insurance Quotes​

Agent: real

estate-analyst - Get 3+ insurance quotes

Step 6: HOA Review​

Agent: compliance

specialist - Review HOA docs, financials, rules

Step 7: Permit Check​

Agent: compliance

specialist - Verify building permits for additions/renovations

Step 8: Inspection Review​

Agent: real

estate-analyst - Analyze inspection reports, negotiate repairs

Step 9: Appraisal Review​

Agent: financial

analyst - Verify appraisal supports purchase price

Step 10: Final Walkthrough​

Agent: real

estate-analyst - Schedule and complete final walkthrough

Step 11: Closing Prep​

Agent: compliance

specialist - Review closing disclosure, verify numbers

Step 12: Progress Dashboard​

Agent: dashboard

builder - Update due diligence progress tracker

Step 13: Approval​

Agent: code

reviewer - Investor approval to proceed to closing

Usage​

To execute this workflow:

/workflow finance/investment/due-diligence-checklist.workflow

See other workflows in this category for related automation patterns.