Upload condo documents. Get a structured summary of assessment activity, milestone inspection status, reserve funding gaps, transfer fees, and rental restrictions — with confidence levels and source references for every finding.
You've done this before. You're 140 pages into a condo declaration, cross-referencing the estoppel, checking the budget for reserve line items, and trying to determine whether the special assessment on page 72 is the same one referenced in the board meeting minutes.
The documents are inconsistent. The estoppel says one thing about assessments. The budget implies another. The reserve study is from 2023 and may not reflect SB 4-D requirements.
Your job is to catch what matters. But these documents weren't written to make that easy. They were written by attorneys, accountants, and management companies — each with their own format, their own terminology, and their own gaps.
You don't need someone to tell you what's important. You need a tool that helps you find it faster and document that you looked.
The output is yours. Export it, annotate it, attach it to your compliance documentation. It becomes part of your record of what was reviewed.
The tool identifies indicators across five categories, with cross-referencing when the same topic appears in multiple documents.
Active, proposed, or discussed. Amounts, purposes, timelines, and payment structures where stated.
Phase 1 and Phase 2 status. Completion dates, scheduled dates, or absence of scheduling.
Funded percentages, statutory compliance indicators, and funding plan references.
Fee amounts, payable parties, and any non-standard charges.
Minimum ownership periods, lease approval requirements, and rental caps.
When the same topic appears in multiple documents, the tool notes whether the references are consistent or conflicting.
PDF (text-based and scanned), Word documents (.docx), and plain text files.
Every finding includes a confidence indicator so you know how certain the tool is about each extraction.
The information is explicitly stated in a single, clear source. Example: "Special assessment of $14,200 per unit" stated on Page 3 of the estoppel.
The information is referenced but requires interpretation or is spread across multiple documents. Example: Reserve funding percentage calculated from budget line items.
The information is implied, partially legible, or referenced indirectly. Example: Board minutes reference "the upcoming assessment" without specifying amount or timeline.
The tool looked for this category of information and did not find it. This does not mean the risk doesn't exist — it means the uploaded documents do not address it.
A structured risk report based on a realistic South Florida condo document package.
Source: Estoppel Certificate, Page 3
Amount: $14,200 per unit
Purpose: Concrete restoration — Building C exterior balconies and walkways
Status: Active. First installment due April 1, 2026. Four quarterly installments.
Confidence: High
Source: Board Meeting Minutes (October 2025), Page 6
Amount: Not specified
Purpose: Elevator modernization — Buildings A and B
Status: Discussed at board meeting. No vote recorded. No timeline established.
Confidence: Low — referenced in discussion, not formalized.
Note: This assessment does not appear in the estoppel or current budget. Confirm status with management company.
Source: Inspection Summary Report, Page 1
Date Completed: March 2024
Result: "Substantial structural deterioration" noted in parking structure. Phase 2 recommended.
Confidence: High
Source: Reserve Study (2023), Page 18; Board Minutes (October 2025), Page 6
Status: No Phase 2 completion date or scheduled date found in uploaded documents.
Confidence: Medium — absence confirmed across two documents, but additional documents may exist.
Flag: SB 4-D requires Phase 2 inspection following Phase 1 findings of substantial deterioration.
Source: 2025 Annual Budget, Pages 11-13
Structural Reserve Balance: $412,000
Estimated Structural Reserve Requirement: $1,085,000 (based on SIRS line items in budget)
Funded Percentage: Approximately 38%
Confidence: Medium — calculated from budget line items. Independent SIRS report not included in uploaded documents.
Flag: Confirm whether association has an approved alternative funding plan per F.S. 718.112.
Items Not Disclosed in Uploaded Documents
— Independent SIRS report: Not found. Budget references SIRS line items but full report not uploaded.
— Rental restriction details: Declaration not included in upload. Unable to assess.
— Transfer/estoppel fee breakdown: Estoppel states $250 fee. No additional transfer fees identified.
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