Lease Administration
Sales Reporting Request Routing
Routes landlord sales reporting requests to lease admin or finance — so you respond on time.
What it does
- Detects landlord sales report requests in email
- Checks lease terms for sales reporting obligations
- Routes to Lease Administrator or Finance for response
- Tracks whether sales reports are owed and by when
- Surfaces reporting deadlines to avoid default
- Supports percentage rent and co-tenancy reporting
- Reduces missed reporting and landlord disputes
- Exports sales reporting request and response reports.
What it takes
- Sales Report Request (Email)
- Lease Abstract (reporting terms)
- Sales / POS Data Access
- Lease Admin & Finance Contacts
- Reporting Obligation Log
What it returns
- Excel Table
- PDF Report
- Request Log
- JSON Data
Written into the systems your team already runs, not into a second system of record.
How teams run it
Single Request Triage
Check lease for one request and route to finance.
Obligation Check
Determine if sales reports are owed per lease.
Batch Request Routing
Process multiple requests and route each.
Reporting Deadline Report
Report on sales reporting requests and deadlines.
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.