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CREtelligent
Commercial Real Estate Due Diligence. Simplified.
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Property Condition Assessment Questionnaire

To help us deliver the most accurate and useful property condition report possible, please fill out the following questionnaire, uploading all of the requested documents (see below) using the utility at the bottom of this form. Thank you so much for your assistance with this project! If you should have any questions, please contact us at PCA@cretelligent.com or 330.559.1821.

Step 1 of 6

16%
Name
Property Address
Is there integral interior or exterior ladder access to the property’s rooftop(s)
Please list your top three preferred days/times for us to schedule the site inspection:
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
Check the box next to any of the following documents that you can upload to CREtelligent now – or that you can make available to our inspector during site inspection.
Has legal action, based on the Americans with Disabilities Act accessibility requirements, been filed against the property at any time?
Have tenants/site occupants reported any of the following?
Are any fire code violations currently cited against the property?
Have any fire code violations been cited against the property in the past two years?
How often to fire-safety inspections occur on the property (check applicable item)?

Are any building code violations currently cited against the property?
Have any building code violations been cited against the property in the past two years?
Are any zoning code violations currently cited against the property?
Have any zoning code violations been cited against the property in the past two years?
MM slash DD slash YYYY
MM slash DD slash YYYY
Have any renovations been performed on any of the property’s buildings or tenant spaces in the past three years?
Does the property host any alternative energy production (e.g. solar or wind power, natural gas extraction, etc.)
Does the roofing have a Solar Reflectance Index (SRI) rating?
Drop files here or
Max. file size: 5 MB.
    This field is for validation purposes and should be left unchanged.

    11344 Coloma Road, #850
    Gold River, CA | 95670
    866.901.7201

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    Products & Services

    • EnviroPreScreen Report Suite
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    Stephen McCormick

    Director, Software Engineers

    Stephen, the Lead Solutions Architect, joined the CREtelligent (formerly eScreenLogic) team in March of 2020. He has over 30 years of experience in Software Development, including 10 years as a Software Architect at CoreLogic (NYSE: GLGX). Prior to that, Stephen was a Senior Software Architect and Engineer building applications for National Defense, Flight Simulation, Mobile Forms, the NZ Police (contracting with IBM), Medical and for many other industries. Stephen’s vision for CREtelligent is guide the development and delivery of the best, most expansive Commercial Real Estate due diligence products in the industry.

    866.658.2746  |  s.mccormick@CREtelligent.com

    Lucy Mulvey 800

    Lucy Mulvey

    Director of Environmental Services

    Lucy Mulvey is our Director of Environmental Services and a licensed Professional Geologist (PG) in the State of California. Lucy Joined our CREtelligent team in July 2021 and brings over 15 years of experience in Mining and Exploration (minerals and metals), Assessment and Remediation, Health and Safety, Sustainability, Stormwater Management, Air and Emission Monitoring, Public Drinking Water Quality and Compliance. Her diverse background of skills brings a unique perspective to our team. In addition to her technical knowledge, she is a strong leader who oversees the procedures and training of the consulting services team. Lucy is a member of the Groundwater Resources Association of California, the Professional Environmental Marketing Association, the Association of Environmental & Engineering Geologists, and represents the company in the Environmental Bankers Association.

    866.658.2746  |  l.mulvey@CREtelligent.com

    Eric Morgan

    Chief Strategy Officer

    Eric Morgan serves as CREtelligent’s Chief Strategy Officer. Eric is part of CREtelligent’s leadership team, primarily responsible for CREtelligent’s Mergers & Acquisition strategy and execution, including sourcing opportunities, negotiations, and due diligence for CREtelligent’s acquisitions. Eric is also in charge of third-party alliances and partnership opportunities. Before joining CREtelligent, Eric served as a Managing Director at Wells Fargo Securities, Merlin Securities, Susquehanna International Group, and Bank of America Securities. He has a broad background in finance, operations management, technology, and sales with institutional financial firms. Eric is a graduate of California State University, Sacramento, with a Bachelor’s in Business Administration.

    866.658.2746  |  e.morgan@CREtelligent.com

    Anthony Romano

    Chief Executive Officer

    Anthony, our Chief Executive Officer (CEO), joined the CREtelligent (formerly eScreenLogic) team in December of 2018 to lead company business strategy & execution. He spent the better part of the last 15 years in executive and leadership roles at CoreLogic (NYSE: GLGX) and First American Financial (NYSE: FAF), most recently as the Chief Revenue Officer for FAF’s Mortgage Solutions Division. Prior to that, Anthony was a co-founder of CustomerLink Systems, a vertically integrated CRM platform service eventually acquired by Demand Force. He holds a business degree in management and economics from Sacramento State University. He views his role as CEO to evangelize the vision, raise & deploy capital, spread the ethos, and set the pace.

    866.658.2746  |  a.romano@CREtelligent.com

    Tobi Lutz

    Chief Administrative & Experience Officer

    Tobi Lutz, joined CREtelligent (formerly eScreenLogic) in late 2019 as Chief Administrative & Experience Officer. Tobi is an intelligent, action-ready, executive with expertise in organizational development, leadership, employee relations, and management. Over the past 12 years, she was a strategic partner at CoreLogic, where she led a global team as Vice President of Human Resources. Tobi also played an integral part in their mergers and acquisitions deal team.

    866.658.2746  |  t.lutz@CREtelligent.com

    Chris Barry

    Chief Sales & Marketing Officer

    Chris joins us with over 20 years of experience leading B2B enterprise sales, channel partner management, and business development. His experience and knowledge span globally, having formerly worked for CoreLogic in Australia, as their Director of Banking & Financial Services. Chris brings acute insights into the financial services industry, with a passion for developing and implementing innovative due diligence solutions, which will propel CREtelligent (formerly eScreenLogic) into a new realm of workflow solutions for the Commercial Real Estate Industry. Chris possesses a keen sense of how to build and scale highly effective teams with an eye for developing and implementing innovative solutions.

    866.658.2746  |  c.barry@CREtelligent.com

    Chris Harrell

    Chief Financial Officer

    Christopher is a results-driven professional with 15+ years of business operations, sales, taxation, accounting, and client-relations experience with businesses ranging from early start-up and rapidly growing companies to Fortune 500 global multi-national corporations. After earning his MBA from USC, Chris spent the first part of his career with Pricewaterhouse Coopers in San Francisco working with pre- and post-IPO clients. He later joined Ernst & Young, completed his CPA, and now focuses on business strategy and operational finance.

    866.658.2746  |  c.harrell@CREtelligent.com

    Wendell Sommers

    Chief Operating Officer & President Fulfillment Operations

    Wendell Sommers is the Chief Operating Officer & President of Fulfillment Operations for CREtelligent. He joined the company as part of the CREtelligent/NexusCRE merger and was the founder and CEO of CRESurveys, the company that rebranded to NexusCRE in 2021. Nexus CRE and CREtelligent merged in July 2022.

    Wendell began his tenure in the Commercial Real Estate industry in 1995 when he purchased his first commercial property. At the end of 2011, Wendell accepted the challenge of beginning a family of companies that would provide superior due diligence products supported by unparalleled customer service and started CRESurveys. Under Wendell’s leadership, CRESurveys, and later NexusCRE, grew quickly to become one of the premier providers of due diligence services throughout the U.S. prior to the merger with CREtelligent.


    w.sommers@cretelligent.com

    Mark Hockridge

    Mark Hockridge

    Chief Technology & Production Officer

    Mark is a passionate creator, innovator, and business optimizer who thrives on developing teams and systems. He maintains the ability to both develop and execute winning strategies. Mark co-founded and developed CustomerLink Systems, ultimately selling the business to Intuit as a cornerstone of their expansion strategy. He has also served as CEO and COO for several other companies across a variety of industries.


    Jon Heath

    John Heath

    Director of Production

    John, Operations, Director, joined the CREtelligent (formerly eScreenLogic) team in April of 2019. He spent 13 years in Client Education and Technical Integration at CoreLogic (NYSE: GLGX), with his most recent role being as the Technical Integration Manager. Prior to that, John was the Training Manager for Hewlett Packard/Sykes where he created a Training Delivery Methodology and Programs for all global call centers. John possesses a passion for creating workflow, process, and education of both internal and external clients.


    866.901.7201 | j.heath@CREtelligent.com
    CREtelligent Full Color

    Commercial Real Estate professionals often require a fairly detailed vetting process in order to utilize a new vendor. We get it.

    In order to make that process as simple and through for you as possible we have assembled a downloadable “Due Diligence Package” for you to start the ball rolling. As soon as you complete this quick registration form, you will be able to receive our Statement of Qualifications, Certificate of Insurance and our Current Customer Referral list.

    EnviroScreenPro Product: EnviroScreenPRO

    Site Address: 11344 Coloma Rd. Gold River, CA 95670

    To place an additional order, please complete the required information below and a Client Service Representative will be in touch with your shortly to complete your order.

    • Exisiting clients, please call support to access our Radius Platform.

      (866) 901-7201
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    Environmental Transaction Screen

    An ETS is a limited-scope environmental analysis intended to identify Potential Environmental Concerns in general accordance with ASTM 1528-14. Environmental Transaction Screens are commonly performed for commercial real estate and recommended for low-risk properties where few risks from surrounding properties are anticipated.
    An ETS can satisfy conventional loan requirements because it follows ASTM Standard Guidance E1528-14. Unlike a Phase I Environmental Site Assessment (ESA), an ETS does not require analysis of the historical land use of adjacent properties. For certain properties these limitations on the scope of a Phase I ESA strikes the perfect balance between rigorous environmental due diligence and keeping transaction times and costs to a minimum. Please note the ETS does not meet the all-appropriate inquiry requirement of the Comprehensive Environmental Response, Compensation, and Liability Act (CERCLA) and is therefore not eligible for the liability limitations the Act provides for.

    • Meets SBA Requirements for lower risk sites

    • Fully compliant with ASTM Standard Guidance E1528-14

    • Limited scope streamlines service times: delivered within seven business days from site inspection Includes in-person site reconnaissance

    • Features careful records review of physical setting, historical aerial photographs, city directories, and Sanborn/Fire insurance maps, and a comprehensive regulatory database search

    • Identifies Potential Environmental Concerns (PEC)

    • Enhanced File Review (EFR) available at additional cost

    • If your commercial real estate property is relatively low risk, an ETS is a quicker, more cost-effective, environmental due diligence option.

    Contact Us