Draft a monitoring surveyor's initial report from the borrower's pack
We take off your hands: reading the borrower's whole document pack against the lender's checklist and writing up each section.
You get: a draft initial report in the lender's template, a list of missing documents and a conditions precedent schedule, for your monitoring surveyor to review.
Get a price for thisOr check first: Are we ready for AI?
The problem
The initial report is days of reading the borrower's documents against the bank's checklist.
How it works
What comes in
- Borrower document pack, lender report template and instruction letter
What AI does
Indexes the pack, extracts facts against each template heading, identifies gaps and drafts findings and a CP list.
What you get
- Draft initial report, document gap list and conditions precedent schedule
Who signs it off
Your monitoring surveyor forms every opinion on cost, programme and risk and signs the report.
What it needs to work
- Lender templates
- Client consent and confidentiality controls under the RICS AI standard
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Surveyors and cost consultants
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?