Feature
Workflow Intelligence

AI that watches the record so your team doesn't have to.

Certifications expire. Lease terms conflict. Documents go missing between reviews. Workflow Intelligence monitors the Asset Record continuously and surfaces what needs attention before gaps become blockers.
Request Access
MacBook mockup

The gap between events is where things quietly go wrong.

Most teams don't find out about a missing certificate or a conflicting field until a lender or auditor asks. Workflow Intelligence runs checks against the Asset Record and alerts the right people before that happens.
Catch issues before they reach counterparties
Replace manual document chasing with automated monitoring
Stay ready for financing, compliance, and diligence without last-minute assembly
Request Access

The layer that keeps the record honest

Monitoring agents run continuously, evaluating the record against configurable expectations. When something needs attention, it surfaces it with a traceable reason.
Request Access

Monitors continuously

Agents run against the Asset Record around the clock, not just when a workflow is triggered.

Detects inconsistencies

Flags when two sources disagree, a rent roll that doesn't reconcile, a lease term that conflicts with an abstract.

Surfaces gaps before events

Generates pre-event gap analyses before financing, compliance, or diligence workflows begin.

Produces traceable outputs

Every alert ties back to the specific record and source it came from.
Step 1
Monitor

Agents evaluate the record continuously against expiration windows, field freshness, and cross-source reconciliation.

Step 2
Evaluate

When the record deviates from expectations, the system evaluates severity and workflow context.

Step 3
Surface

Alerts and gap analyses are generated and tied to the exact records behind them.

Dashboard mockup

For financing

Know what's missing from the lender package weeks before a draw or refinance, not days.

For compliance

Track certifications and covenant status continuously, not in periodic reviews with too much time between checks.

For diligence

Surface inconsistencies and missing requirements before a counterparty starts their own review.
Request Access
WORKFLOW INTELLIGENCE
Readiness isn't a moment. It's a habit.
Request Access
Request Access
White Arrow

Frequently asked questions

What is Workflow Intelligence?
The monitoring layer built on the Asset Record. Agents run continuously, flagging what's missing, stale, or at risk before those conditions create delays.
What kinds of issues does it catch?
Expiring certifications, source inconsistencies, missing workflow requirements, and pre-event gaps ahead of financing or compliance reviews.
Does it replace human review?
No. It makes human review more focused. Teams start from a structured list of what actually needs attention, not a cold read of the full record.
Does Workflow Intelligence require centralizing our documents?
No. Agents run against the record and the metadata derived from source files. The underlying documents stay in their originating environments. Building monitors the record, not the raw files.

Still have questions?

Contact us