Strategy & Expansion
Broker Follow-Up Routing
Routes broker follow-up emails to deal owners — so status is clear and responses are timely.
What it does
- Detects broker follow-up emails referencing a specific deal
- Retrieves deal status from pipeline or CRM
- Routes to Site Selection Manager or Real Estate Coordinator (deal owner)
- Surfaces deal context for fast response to broker
- Tracks follow-up volume and response time
- Reduces lost follow-ups and broker frustration
- Supports response templates and status updates
- Exports follow-up and response reports.
What it takes
- Broker Follow-Up Email
- Deal Pipeline / CRM Export
- Deal Owner & Contact List
- Response Template Library
- Follow-Up Log
What it returns
- Excel Table
- PDF Report
- Routing Log
- JSON Data
Written into the systems your team already runs, not into a second system of record.
How teams run it
Single Follow-Up Triage
Match one broker email to deal and route to owner.
Deal Status Retrieval
Retrieve current deal status for response.
Batch Follow-Up Routing
Process multiple follow-ups and route each.
Response Report
Report on broker follow-ups and response time.
Cited, or flagged
Every value is anchored to the clause it came from. Where one is missing, Surfaice says so rather than inventing it.
Read where it lives
Documents are processed for the request and not retained afterwards. Nothing is copied into a second system of record.
Never trained on
Your documents do not train models — yours or anyone else's.
More in Strategy & Expansion
See it run on your own documents.
Fifteen minutes, your files, and the clause behind every answer.