Strategy & Expansion
Broker Site Submission Routing
Routes broker site submissions to the correct real estate team — so every lead is evaluated by the right market owner.
What it does
- Detects broker site submissions in email
- Extracts site address and details for demographic and GIS match
- Runs site against target markets and territory rules
- Routes to Site Selection Manager or Real Estate Analyst (territory owner)
- Determines if the site is in a target market and who owns the territory
- Tracks lead status and broker follow-up
- Surfaces high-fit leads for fast response
- Exports site submission pipeline and routing reports.
What it takes
- Broker Email / Site Submission
- Target Market & Territory Map
- Demographic & GIS Criteria
- Market Owner List
- Site Lead Pipeline
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 Submission Triage
Extract one submission and route to territory owner.
Territory Match
Match site to territory and assign owner.
Batch Submission Routing
Process multiple submissions and route each.
Pipeline Report
Report on site submission routing and 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 Strategy & Expansion
See it run on your own documents.
Fifteen minutes, your files, and the clause behind every answer.