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UiPath
Real Estate

Property Due Diligence Bot

RPA bot aggregates title, valuation, planning, and mortgage data into a single due diligence pack.

Key result5d→1d
1d
Due diligence cycle
8 sources
Auto-queried
-80%
Legal fees
The problem

What needed
solving

Property lawyers and mortgage advisors spent 4–5 days manually pulling information from land registries, planning portals, and valuation systems to build due diligence packs.

How it works

The automation steps

Trigger

Property transaction opened in case management system

Process

Bot queries land registry, planning portal, flood risk, and valuation databases

Output

Consolidated due diligence pack generated as PDF with all certificates attached

Notify

Lawyer receives pack with summary; any issues flagged with severity rating

UiPathHM Land Registry APIPlanning PortalSalesforcePDF Tools
Automation architecture

How the workflow runs

Each step fires automatically. Click "Simulate run" to see the sequence.

trigger
Case System
Transaction opened
process
UiPath Bot
8 sources queried
output
PDF Generator
Pack assembled
output
Lawyer Briefed
Issues flagged
result
1d
vs 5 days

Click "Simulate run" to see the automation sequence step by step.

Results

The numbers

Concrete, measurable outcomes delivered in production.

1d
Due diligence cycle
8 sources
Auto-queried
-80%
Legal fees
How we work

From brief to production

01

Discovery & scoping

We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.

1–3 DAYS
02

Build & weekly demos

You see working software every week. Feedback is incorporated immediately — not at the end.

2–4 WEEKS
03

Testing & QA

Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.

3–5 DAYS
04

Go live & handover

Full documentation, team training, monitoring setup, and 30-day post-launch support.

1 WEEK
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