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Reviewing a Shared Building Profile (Conveyancers/Solicitors)

A guide to reviewing the building profile shared with you so you can assess risks, identify missing information and support your client’s contract decisions.

Updated yesterday

Who this article is for

Conveyancers, solicitors and legal advisors who receive Cohabit building access during due diligence.


What this article covers

  • What you can view in a shared profile

  • How to navigate building sections

  • Key red flags to check

  • What to ask your client or agent

  • How to use the information during contract review


What you receive when a building profile is shared with you

You’ll receive a secure link granting read-only access to:

  • Building Snapshot

  • Health Score

  • Compliance and renewals

  • Insurance coverage

  • Financial and valuation indicators

  • All uploaded documents

  • Expert Reports (if available)

You do not need a Cohabit account to view this information.


How to review the profile effectively

1. Start with the Building Snapshot

This gives you a summary of:

  • Key risks

  • Financial indicators

  • Recent renewals

  • Insurance status

  • Building condition signals

This helps determine where to focus your review.


2. Check compliance and renewals

Verify whether:

  • Fire compliance (AFSS) is current

  • Lifts and pool certifications are valid

  • Valuations are up to date

  • Insurance documents are complete

  • Key certificates are missing

Missing or expired items may affect contract conditions.


3. Review insurance details

Look for:

  • Policy dates

  • Building sum insured

  • Exclusions or known risks

  • Gaps flagged by the manager or Expert

Insurance can be a major risk driver in strata buildings.


4. Examine financial indicators

Check:

  • Capital Works Fund forecast

  • Contribution levels

  • Special levies

  • Funding for planned works

  • Any signs of shortfalls

These help you assess future costs for your client.


5. Cross-check building documents

Review:

  • Meeting minutes (if provided)

  • Condition reports

  • Defect notices

  • Engineering assessments

  • Compliance certificates

  • Valuations

Missing documents may require follow-up with the agent or seller.


6. Read the Expert Report (if included)

The Expert Report summarises:

  • Building risks

  • Structural concerns

  • Financial and compliance issues

  • Areas of uncertainty

  • Recommendations for due diligence

This can significantly reduce your review time.


What to ask for if something is missing

If important items are missing, request:

  • Updated certificates

  • Insurance details

  • Strata financials

  • Clarification from the strata manager

  • Additional historical documents

Cohabit makes it easy to identify gaps early.


FAQs

Can I download documents from the profile?

Yes — documents can be downloaded for your files and contract review.


Why is some information unavailable?

This usually means the strata manager or owner has not uploaded the document yet.


Can I share the profile with others?

You should request a new access invitation for each party.

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