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What is the Due Diligence Bot & How do I use it?

What is the Due Diligence Bot & How do I use it?

Learn how to effectively use the Due Diligence Bot for property assessments in acquisitions workflows.

Last updated on March 25, 2025

Welcome to the Due Diligence Bot (DDBot) - a key tool in our acquisitions workflow that ensures every property meets our strict due diligence standards before it is presented to a client.

DDBot at a Glance

For on-market properties the online Acquisitions Team will complete the DD Bot and these properties will be uploaded automatically to Attio.

It is the responsibility of the PAA to double check the DD Report of any property completed by the online team. Property Acquisition Analyst’s will need to complete the due diligence bot for any off-market properties they have sourced themselves.

The Due Diligence Process starts once an off market property address has been received from your Agent contact. The purpose of this process is to check if the property passes our various checks and is suitable to be presented to our clients as a potential purchase.

Website: https://bot.investorkit.app/#/

How to Upload an On-Market Property to the Due Diligence Bot (DDBot)

 

Step by step guide

Step 1: Prepare the Property for Upload
  1. Identify the property you need to check (e.g., "4 Pembro Crescent").
  1. Perform initial due diligence checks:
      • Use council resources to confirm the property passes required checks.
      • Use RP Data to verify additional information about the property.
      • Use Microburbs to check housing commission.
      • Use Google Maps to capture relevant DD checks.
  1. Capture necessary screenshots:
      • Ensure screenshots include:
        • The pin.
        • The address.
        • Nearby suburbs.
      • Keep the screenshots zoomed in enough to clearly display relevant details.
      • Take separate screenshots for housing checks and flooding checks.
Step 2: Access the DDBot
  1. Open your web browser and navigate to: https://bot.investorkit.app/#/
  1. Log in using your email address:
      • Enter your email and press Enter.
Step 3: Upload Property Information
  1. Copy the property address from your records and paste it into the DDBot.
  1. Select the property from the suggested autocomplete options.
      • If a duplicate property is flagged:
        • Confirm if it’s the same property or a different one.
        • For duplicates, choose to update the due diligence report as needed.
Step 4: Answer Due Diligence Questions
  1. Follow the prompts provided by the bot to answer specific due diligence questions:
      • Example questions:
        • Is the property near a creek?
        • Is it under 20% away from housing commission?
        • Is it away from a cemetery?
        • Does it have income-swimming pools?
    1. For each question, upload the required screenshot (e.g., flooding checks, housing commission checks).
Step 5: Add Additional Comments (Optional)
  1. When prompted, you can add extra comments if needed.
      • If no additional comments are required, click No.
Step 6: Review and Finalise the Report
  1. Double-check your uploaded screenshots and information to ensure accuracy.
  1. Click Create Property Report to finalize the process.
Step 7: Update the Property Details
  1. Once the report is created, go to the Attio and check that the property is uploaded under "Properties."
  1. Update the following details for the property:
      • Property listing URL.
      • Price.
      • Handle any pricing information adjustments.
Final Step: Confirm Completion
  • Review all uploaded data and reports to ensure everything is correctly added.
  • The property is now fully processed within the DDBot.
 

How to Upload an Off-Market Property to the Due Diligence Bot (DDBot)

Step by step guide

Step 1: Prepare the Required Tabs

Before starting, open the following tabs in your browser:

  1. Property Information Tab:
      • Ensure you have the property address ready for upload.
  1. Microburbs Tab:
      • This tab will show public housing percentages.
      • Take a screenshot of the relevant public housing map for upload.
  1. Flood Mapping Tool Tab:
      • For properties in South Australia, use the SAPPA flood mapping tool.
      • Take a screenshot of the flood map for upload.
  1. Google Maps Tab:
      • Use this to analyze the property for proximity to main roads, highways, creeks, and other relevant features.
Step 2: Start the Due Diligence Process
  1. Go to the DDBot platform: https://bot.investorkit.app/#/
  1. Enter your email address to begin.
Step 3: Enter Property Details
  1. Input the property address (e.g., "19 Miles Place, Huntfield Heights").
  1. The bot will check if the property is already in the system:
      • If the property is new, a new record will be created.
      • If the property already exists, confirm whether to update or create a new report.
Step 4: Analyze and Verify Property Details
  1. Use the open tabs (Microburbs, Flood Mapping Tool, Google Maps) to confirm the following:
      • Public housing percentages.
      • Flood risk.
      • Proximity to main roads, creeks, or other features.
  1. Confirm that the property passes the due diligence checks:
      • If the property fails any checks, stop the process.
      • If it passes all checks, proceed to the next step.
Step 5: Answer the Due Diligence Questions
  1. Follow the bot’s prompts and answer each question with Yes or No based on your analysis.
  1. Upload the required screenshots when prompted:
      • Flood map screenshot.
      • Public housing map screenshot.
Step 6: Review and Finalize
  1. Once all questions are answered, the bot will generate a summary of your inputs.
  1. Review the summary to ensure all boxes are correctly ticked.
  1. If needed, add any additional comments in the final section.
Step 7: Create the Property Report
  1. Click the Create Property Report button.
  1. The bot will upload the property to Attio.
Step 8: Update the Property in Attio
  1. Open the Attio platform and go to the Properties tab.
  1. Locate the property under Live Properties (it should appear at the bottom of the list).
  1. Update the property details:
      • Change the status (e.g., On Market or Off Market).
      • Add agent details and listing price.
      • Include comments if applicable (e.g., "Owner-occupied" or "Tenanted").
Step 9: Categorize the Property
  1. Place the property in the appropriate category:
      • Properties Delayed: If further information is required.
      • Report and Present: If the property is ready to present.
Final Step: Confirm Completion
  • Double-check all updates in Attio.
  • If needed, consult with team members for further clarification or next steps.
 

What does a Finished Due Diligence Report Look Like?

After completing the Due Diligence Bot for a property, you would’ve seen our Due Diligence Report that is automatically generated in Attio for that property. How cool is that!

Link: https://properties.investorkit.app/#/view-report/657db052-d676-475b-aa1f-53c6e81ba27c

Have a look at a completed Due Diligence Report here:

 
 

Need Help?

Reach out to your leader or helpdesk@investorkit.com.au

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