Strategy & Expansion
Site Package Screening
AI screens site packages against expansion criteria — so only qualified sites get full review.
What it does
- Screens site packages and broker offering memorandums against criteria
- Extracts site info and runs demographic scoring
- Determines if the site meets demographic thresholds for the concept
- Routes decision brief to Site Selection Analyst or Real Estate Manager
- Surfaces pass/fail and marginal sites for prioritization
- Tracks screening outcomes for pipeline and broker feedback
- Supports multiple concepts and format-specific criteria
- Exports screening results and decision briefs.
What it takes
- Site Package / Broker OM (PDF)
- Expansion Criteria & Demographics
- Demographic Data Source
- Scoring Model / Weights
- Pipeline Export
What it returns
- Excel Table
- PDF Report
- Decision Brief
- JSON Data
Written into the systems your team already runs, not into a second system of record.
How teams run it
Single Package Screen
Screen one site package against criteria.
Demographic Scoring
Run demographic scoring and generate decision brief.
Batch Screening
Screen multiple site packages and route each.
Screening Report
Report on screening outcomes and pipeline.
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.