Transitions without the headache
“We used to put two people on document collection for weeks. With SurfaceAI it just happens in the background and they're focused on the actual takeover.”
Ashley Lauren
With SurfaceAI
- Select a template and the portfolio being transitioned
- Automatically send outreach for every document you need
- SurfaceAI audits each document based on your rules
- Review audit results and verify documents are complete
- Effortlessly publish data and documents to the PMS and your cloud drive
Without SurfaceAI
- Multiple spreadsheets listing documents needed
- Manually email dozens of people for the documents
- Continuously review sharepoint and email for new documents
- Manually audit for missing and invalid documents
- Manually copy, rename, and delete hundreds of documents into your sharepoint
“By the time we got to takeover, everything was checked and accounted for. No scrambling, no surprises.”
Jake Rhodes
Setup a portfolio or property transition
SurfaceAI requests, validates, and inventories the documents
External parties upload documents into a secure portal
SurfaceAI publishes documents to the PMS and cloud drive
Transitions, fully managed
Documents collected for you, so you get time back
Only the right files surface for review
Every document audited, no last minute surprises
Pushed to your PMS and storage, ready to go
AI Due Diligence for Real Estate: From Manual Review to Automated Intelligence
From diligence to takeover in record time, with minimal effort.
SurfaceAI takes the repetitive work, the workload, the unknowns, and the human error off your team.
“I'm not opening a thousand files to find the ten that matter anymore. The right ones are just there when I sit down to review.”
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Just one of many SurfaceAI agents
Due Diligence is just the beginning — unlock full visibility from lease accuracy to revenue recovery.
If it holds insight, SurfaceAI finds it
SurfaceAI integrates with your core systems and cloud storage tools to unify data from every corner of your operation — whether it’s a rent roll, a lease PDF, or an email thread.
