AI agent for real estate developers
Land Option and Due Diligence Calendar Agent
Every option and diligence deadline met or deliberately extended before it expires
What it does
A land deal runs on dates: option expiry, diligence periods, deposit hardening, and delivery of the survey, title and environmental reports. Miss one and the developer can lose a deposit or the site. This agent reads the purchase agreement and builds a calendar of every deadline, with who owns each item. It tracks reports that were ordered, such as the survey and Phase I environmental, and checks each delivery against what was promised. When a report slips, it recomputes what that does to the schedule and warns the developer if the option will run out first. It drafts extension requests with the reasons and a suggested new date. The developer approves any request. Edge case: a report arrives with findings that need a Phase II, so the agent adds a new item and rechecks the calendar.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Purchase agreement signed
- Read the agreement and extract every deadline, deposit date and delivery obligation
- Build the calendar with an owner for each item
- Track report orders and consultant delivery dates
- Can every item finish before its deadline?If not: chase the consultant and recompute the schedule with the new delivery date. Back to step 4.
- Review each delivered report against its scope and note findings
- Is the report complete and without findings that add new work?If not: add the new item such as a Phase II and rebuild the calendar. Back to step 3.
- Draft an extension request for any deadline still at risk
- Developer approves extension requests before they go to the sellerThe agent waits here for your OK.
- Deadline calendar with open risks and decisions
How it decides
A deadline is at risk when the work left cannot finish before it, based on consultant delivery dates. It recommends extension when risk persists after one chase.
- Warn at 21, 10 and 3 days before each deadline
- Recommend an extension when work cannot finish at least 3 days before expiry
- Treat a report with recognized environmental findings as new work, not a delivery
- Never let a deposit date pass without a flag
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Warning days before each deadline
- Consultant list and standard turnaround
- Who gets deadline alerts
- Extension request format
What keeps you in control
It always asks you first
- Developer approves every extension request
- Developer approves any deposit release or termination notice
Hard limits
- Never send an extension request without approval
- Do not interpret legal clauses beyond quoting them
- Keep a log of all date changes
It stops when
- Done: closing occurs or the option is ended on purpose
- Stop: legal review is needed on a dispute over dates
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
