CC&R research agent
Knowing what you cannot build before you buy.
- Client
- A large property investment and development business
- Sector
- Property and development
- Status
- Delivered
Business problem
What problem are we actually solving?
Covenants, conditions and restrictions govern what can be built on a site and how it can be used. Missing a restriction can invalidate a development plan. The documents are dense, legalistic and often old.
Target users
Who is this for, and what does their day look like?
Development managers and design leads evaluating sites.
Current process
How does it work today, and where does it hurt?
Manual review of recorded CC&Rs, often late in the process and often incomplete. Restrictions surfaced by counsel or discovered during design.
Desired outcomes
What does better look like?
- Structured extraction of use restrictions, design standards, approval requirements and owner-association obligations.
- Ability to check a proposed use or design against the restrictions.
- Early identification of anything that conflicts with the intended development.
Constraints
What limits, systems, data or rules apply?
- Strict grounding in the recorded documents.
- Output must distinguish clearly between explicit restrictions and items requiring interpretation by counsel.
- Same enterprise platform and repository as the other agents.
Success metrics
How will we know it worked?
- Restrictions identified before an offer rather than after it.
- Review time per site.
What was built
A research agent with a restriction taxonomy, producing a structured findings table and supporting conversational checks, such as whether the covenants permit a distribution use with 24-hour operations.