Strategy & Expansion
Site Rejection Automation
Sends standardized rejection responses to brokers — so declined deals get a clear, professional reply.
What it does
- Detects internal decline or pass decisions on site deals
- Generates standardized rejection notice for broker reply
- Sends or drafts broker response with deal reference
- Tracks which deals were declined and response sent
- Supports policy-compliant rejection language
- Reduces manual rejection emails and inconsistency
- Maintains broker relationships with clear communication
- Exports rejection and response reports.
What it takes
- Internal Decline Email or Decision
- Rejection Template Library
- Deal Pipeline / CRM
- Broker Contact List
- Rejection Log
What it returns
- Excel Table
- PDF Report
- Email Draft
- JSON Data
Written into the systems your team already runs, not into a second system of record.
How teams run it
Single Rejection
Generate rejection notice for one declined deal.
Draft Broker Response
Draft standardized rejection for review/send.
Batch Rejection
Process multiple declines and generate rejections.
Rejection Report
Report on declined deals and broker responses.
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.