### Documentation

**Reference catalog.** New here? Read [What is Surfaice?](/docs/concepts/what-is-surfaice/ai) and [Skills](/docs/guides/skills/ai) first. **CAM** = common area maintenance. **Lucernex** is a common lease-admin system of record.

These skills support **lease administration and portfolio intelligence**. They are common in retail tenant workspaces connected to a lease admin platform (for example Lucernex), email, and document repositories.

## Document abstraction & lease files

### `lease-abstraction`

| | |

| --- | --- |

| **Triggers** | _"Abstract store 1842"_, _"Re-abstract this amendment"_, _"Compare lease PDF to Lucernex"_ |

| **Required inputs** | Store or deal identifier; lease PDF + amendments in chronological order |

| **Expected output** | Document-abstraction App workbook with cited fields and conflict flags |

| **Review checklist** | Rent schedule, dates, options, co-tenancy, exclusives, CAM caps, each with page citation |

| Skill | What it does |

| --- | --- |

| `lease-abstraction` | Primary workflow to abstract, re-abstract, review, or validate lease PDFs via the **document-abstraction** App, not chat-only transcription |

| `storage-agreement-abstract` | Abstract storage or license agreements (not standard retail leases) |

| `deal-sheet-generation` | Generate a lease deal sheet workbook from document-abstraction review artifacts |

| `jd-deal-sheet-xml` | Fill official deal-sheet templates from structured XML contract (customer-specific templates) |

| `file-browser` | Find and read imported corpus documents, permits, surveys, workbooks, reports |

| `lease-deep-dive` | Deep dive into abstracted lease data for one store, timeline, amendments, clause language |

| `store-deep-dive` | Full Lucernex deep dive on a single store, facility, contract, rent, dates, allowances |

## CAM & operating expenses

| Skill | What it does |

| --- | --- |

| `cam-dispute-detector` | Triage inbound CAM reconciliation statements and flag dispute-worthy line items |

| `utility-passthrough-verification` | Verify utility pass-through charges against lease terms |

| `cam-estimate-check` | Compare landlord CAM estimates to lease-defined pools (franchise workflows) |

## Critical dates & compliance

| Skill | What it does |

| --- | --- |

| `key-dates-digest` | Portfolio scan: renewals, kickouts, defaults, COI, estoppels, CAM deadlines, and more |

| `lease-key-dates-digest` | Focused lease key-dates list |

| `critical-date-guard` | Audit upcoming decision windows and silent financial triggers in lease files |

| `renewal-deadline-guardian` | Expirations, renewal options, holdover risk, amendment abstraction needs |

| `renewal-pipeline-tracker` | Renewal pipeline status across the portfolio |

| `kickout-window-monitor` | Kick-out clause eligibility and sales-threshold checks |

| `default-notice-validator` | Triage default notices, cure periods, and required responses |

## Co-tenancy, exclusives & landlord risk

| Skill | What it does |

| --- | --- |

| `cotenancy-violation-detector` | Co-tenancy status, anchor closures, cure periods, remedies |

| `clause-activation-monitor` | Activate monitoring for co-tenancy leverage and rent-reduction triggers |

| `competitor-exclusive-guard` | Monitor competitor activity against exclusive-use clauses |

| `landlord-exposure-report` | Aggregate exposure and store list by landlord |

## Renewals & exit strategy

| Skill | What it does |

| --- | --- |

| `lease-renewal-simulator` | Forecast renewal economics over 5-10 years vs store performance |

| `lease-renewal-and-exit-strategy-audit` | Stay vs exit math, strategic renewal audit, kick-out financial impact |

| `security-deposit-recovery` | Draft deposit recovery for closed stores |

| `potential-ta-candidates-unverified` | Identify likely tenant-allowance claim candidates for lease admin review |

## Email & routing

| Skill | What it does |

| --- | --- |

| `critical-lease-emails` | Urgent lease inbox triage, messages needing response |

| `auto-routing` | Suggest forwarding/routing for inbound lease email |

| `search-email-inbox` | Search connected mailbox for lease or project threads |

## Portfolio Q&A

### `lucernex-portfolio-qa` / `lease-corpus-analysis`

| | |

| --- | --- |

| **Triggers** | _"List all leases expiring in 2027"_, _"Map every store in the stored documents folder"_ |

| **Required inputs** | Scope (region, landlord, folder path); ask for **coverage count** on large requests |

| **Expected output** | Table or map Preview with store metadata; must state how many leases were included |

| **Review checklist** | Confirm store count matches expectation; spot-check 3-5 stores against Lucernex |

Warning

Portfolio-wide jobs can take several minutes on very large corpora. Start with one store (`store-deep-dive`), then expand. See [Working with Hugo](/docs/guides/working-with-hugo/ai).

| Skill | What it does |

| --- | --- |

| `lucernex-portfolio-qa` | Natural-language questions over Lucernex portfolio data, expirations, rent rollups, holdover |

| `lease-corpus-analysis` | Exhaustive portfolio lease Q&A from an immutable source ledger (large-corpus tenants) |

| `ocr-transcription` | Transcribe scanned PDFs to durable Markdown for downstream review |

## Example prompts

```

<code class="prose-module__c8L9oW__code">Run lease abstraction on this amendment for store 1842.

CAM reconciliation arrived from Brookfield, run cam-dispute-detector.

What's in the key-dates-digest for renewals in the next 90 days?

Show landlord-exposure-report for Simon.

Run stay vs exit on store 3021, lease-renewal-and-exit-strategy-audit.

</code>

```

- [CAM reconciliation use case](/docs/use-cases/cam-reconciliation/ai)

- [Portfolio & renewals use case](/docs/use-cases/portfolio-and-renewals/ai)

- [Lease abstraction guide](/docs/guides/lease-abstraction/ai)

- [Skills library Previous](/docs/skills/ai)

- [Store development skills Next](/docs/skills/store-development/ai)

### Documentation

# Lease & portfolio skills

## Document abstraction & lease files

### `lease-abstraction`

## CAM & operating expenses

## Critical dates & compliance

## Co-tenancy, exclusives & landlord risk

## Renewals & exit strategy

## Email & routing

## Portfolio Q&A

### `lucernex-portfolio-qa` / `lease-corpus-analysis`

## Example prompts

## Related