Lease Administration
Broker Site Lead Routing
Routes broker site submissions to site selection — so every lead is evaluated by the right market owner.
What it does
- Detects broker site submissions in email
- Extracts address and site details for GIS and demographic match
- Runs site against target markets and expansion criteria
- Routes to Site Selection Manager or Real Estate Analyst (market owner)
- Determines if the site is in a target market
- Tracks lead status and response to brokers
- Surfaces high-priority leads for fast follow-up
- Exports site lead pipeline and routing reports.
What it takes
- Broker Email / Site Submission
- Target Market & GIS Data
- Demographic Criteria
- Market Owner / Territory Map
- Site Lead Pipeline Export
What it returns
- Excel Table
- PDF Report
- Pipeline Export
- JSON Data
Written into the systems your team already runs, not into a second system of record.
How teams run it
Single Lead Triage
Extract one site submission and route to market owner.
Market Match
Run demographic/GIS match and assign to territory owner.
Batch Lead Routing
Process multiple site submissions and route each.
Pipeline Report
Report on site lead routing and response status.
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 Lease Administration
See it run on your own documents.
Fifteen minutes, your files, and the clause behind every answer.