Due Diligence Document Collector
Automate due diligence document collection and organization
What This Automation Does
How It Works
DD Process Initiated
Deal moves to due diligence stage
Generate Checklist
AI creates document checklist based on deal type
Document Requests
Automated requests to target company
Track Submissions
Monitor received documents
Wait 3 Days
Initial response window
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
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