Extracts key lease terms and validates against state landlord-tenant statutes with statutory citations. Reads the most recent NOTE on the deal as the lease document (via the canonical engagement.list op) and extracts the property's state from it.

How it works 21 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (21 steps)

■ activities ?

■ activities_flat map

Extract from each item

■ notes filter

Filter by condition

■ sorted_notes sort

Sort by

■ lease_text coalesce

Use the first available value from: sorted notes 0 body,

■ extract_state ?

skip: step.lease_text is_empty

■ state_trimmed trim

Trim whitespace from extract state property state

■ state_code uppercase

Convert state trimmed to uppercase

■ lease_terms ?

skip: step.state_code is_empty

■ deposit_limit_value switch

Map state code to one of: CA, CO, FL, IL, MA, NJ, NY, OR, TX, WA

skip: step.state_code is_empty

■ notice_min_value switch

Map state code to one of: CA, CO, FL, IL, MA, NJ, NY, OR, TX, WA

skip: step.state_code is_empty

■ deposit_statute_text switch

Map state code to one of: CA, CO, FL, IL, MA, NJ, NY, OR, TX, WA

skip: step.state_code is_empty

■ notice_statute_text switch

Map state code to one of: CA, CO, FL, IL, MA, NJ, NY, OR, TX, WA

skip: step.state_code is_empty

■ habitability_statute_text switch

Map state code to one of: CA, CO, FL, IL, MA, NJ, NY, OR, TX, WA

skip: step.state_code is_empty

■ prohibited_statute_text switch

Map state code to one of: CA, CO, FL, IL, MA, NJ, NY, OR, TX, WA

skip: step.state_code is_empty

■ max_deposit math

Calculate: {{step.lease_terms.rent_amount}} * {{step.deposit_limit_value}}

skip: step.deposit_limit_value is_null

■ deposit_ok compare

Check if lease terms security deposit amount is at most max deposit

skip: step.max_deposit is_null

■ notice_ok compare

Check if lease terms termination notice days is at least notice min value

skip: step.notice_min_value is_null

■ habitability_ok compare

Check if lease terms habitability clauses has data

skip: step.lease_terms is_null

■ prohibited_ok compare

Check if lease terms prohibited clauses detected is empty

skip: step.lease_terms is_null

■ compliance_checklist to_checklist

Format results as an actionable checklist

Settings 1 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

hubspot setting =