Zoning Workspace · For CRE Due-Diligence Teams
Cited Zoning Research and Survey Reading, for Every Site in the Portfolio
Zoning Workspace is a research and drafting layer built for zoning analysts at national CRE due-diligence firms. It resolves the governing jurisdiction, reads the ordinance, and compares it against your uploaded survey, so your analysts can confirm whether a proposed use is conforming or nonconforming at a glance, instead of checking it category by category by hand.
Sits upstream of your ordering platform and CRM. It complements your existing zoning report templates, it does not replace them.
1
Portfolio uploaded · 12 sites
3010 Alta Mere Dr · Fort Worth, TX
Resolved
455 Market St · San Francisco, CA
Resolved
20 Wallingford Ctr · Wallingford, CT
Resolved
2
READING ALTA SURVEY
4,043 SF
81.3'
27.6'
3
Fields merged · ready for review
Permitted use
Non-retail sales & svc
Conforming
Front setback
81.3 ft · req. 0 ft
Conforming
Max height
35 ft · req. 80 ft max
Conforming
Certificate of occupancy
Confirmed
City letter
Overall · Conforming
Export →
A New Category
Not Another System of Record
Your CRM and ordering platform stay the system of record. Zoning Workspace is the research and drafting layer that feeds them a sourced, reviewable draft.
Manual production today
Zoning Workspace
Jurisdiction lookup
Manually reconciled from a mailing address and county records
Resolved automatically for every site in the portfolio
Code research
Read the ordinance by hand, copy citations into the template
Cited, per-field answers pulled from the adopted code
Survey reading
Measure setbacks and lot lines by hand with a PDF scale tool
Setbacks, lot area, footprint, and parking extracted automatically
Conformance check
Cross-check the survey against the code, category by category
Conforming or nonconforming shown instantly, per category
Report assembly
Copy values into the template, field by field
A sourced draft, ready for your analyst to review
Role
Full manual production line
Research and drafting layer in front of your existing QA
How It Works
From Address List to Reviewable Draft
1
Bring in the addresses
Upload a portfolio as a CSV or XLSX, or push sites from your ordering platform through a simple API call. We resolve the parcel and the correct governing jurisdiction for every site.
2
We read the code and the survey
Cited, per-field zoning requirements pulled from the adopted ordinance, plus existing conditions extracted from an uploaded ALTA/NSPS survey or site plan.
3
See conforming or nonconforming, instantly
Every category, use, setbacks, height, parking, density, is checked against the survey and shown as conforming or nonconforming at a glance, with a confidence score. Nothing is written into the report until your team reviews it.
4
Export, ready for your analyst
Generate the report in your existing zoning report template, or send structured JSON into your CRM. Every value is source-tagged for audit.
See It In Action
Conforming or Nonconforming, at a Glance
Every category is checked against the survey and the adopted code, and shown as a clear conforming or nonconforming verdict. Each value carries its source, whether it came from the ordinance, the survey, or a city letter. Your analyst stays in control of every value before it merges.
Report status · Project 2606
12 sites
3010 Alta Mere Dr, Fort Worth, TX
100% filled
455 Market St, San Francisco, CA
78% filled
88 Colonial Way, Chagrin Falls, OH
15% filled
3010 Alta Mere Dr, Fort Worth, TX
City of Fort Worth · E · Neighborhood Commercial · Conformance summary
Permitted use
Non-retail sales & svc · req. permitted
Front setback
81.3 ft proposed · 0 ft required
Max height
38 ft proposed · 35 ft max
Parking
4 spaces provided · none required
Overall verdict
Nonconforming · 1 of 4 categories
Nothing written to the report until reviewed and merged
Key Benefits
Why Zoning Workspace?
Instant Conforming / Nonconforming Verdicts
See at a glance whether a proposed use conforms, checked against the survey and the adopted code for every category: use, setbacks, height, parking, and density.
Jurisdiction Resolution
The governing zoning authority is rarely the same as the mailing address city. We resolve it automatically for every site.
Cited Code Research
Per-field zoning requirements pulled from the adopted ordinance, each with a citation back to the source section.
Survey Data Extraction
Setbacks, lot area, building footprint, height, and parking read directly from an uploaded ALTA/NSPS survey or site plan.
Analyst Stays in Control
Built to support your analysts' judgment, not replace it. Nothing merges into the report until your team reviews it.
No Extra Write Access Required
We return structured data your systems ingest. No write access to your CRM or ordering platform is needed.
Impact
Give Your Analysts a Sourced Starting Point
Today, a zoning analyst moves between municipal sites, ordinance PDFs, emails, survey files, and a report template for every single site in a portfolio, re-deriving the same categories of information and re-checking conformance by hand, again and again.
Zoning Workspace moves that research to the front of the process, so your team spends its time on exceptions, municipal follow-up, and final professional judgment, not repetitive data entry.
Jurisdiction lookup
Manual reconciliation
→
Resolved automatically
Conformance check
Category by category, by hand
→
Conforming or nonconforming, instantly
Survey measurements
Hand-scaled from a PDF
→
Extracted with a confidence score
Report drafting
Field-by-field copy and paste
→
Sourced draft ready for review
Technical & Trust
Built to Sit Upstream of Your Existing Stack
We understand that adopting new technology means answering hard questions from operations, IT, and leadership. Here is how we address the most common concerns.
No CRM Write Access Required
We deliver structured JSON your team ingests, or write only to a parallel field set you control. No standing write access to your CRM.
Audit-Ready Sourcing
Every exported value is tagged with its source, ordinance section, survey sheet, or city letter, as a hidden document comment.
Human Review Gate
Nothing merges into the report until your team reviews and approves it. The tool supports the analyst, it doesn't replace their judgment.
Bring Your Own Ordinance
Upload the municipal code for a jurisdiction we don't already have on file, and we ingest it into the research pipeline.
Portfolio Batch Mode
Process dozens of sites from a single project at once, each tracked individually through research, survey, and review.
Flexible Export
Generate the report in your existing Word template, or send structured JSON into your CRM or ordering platform.
Give Your Analysts Their Research Time Back
See how Zoning Workspace can turn address lists and surveys into sourced, reviewable conformance verdicts for your team.
Book a Demo