Weekly LOI Pipeline for a National Retail Expansion
A weekly LOI summary that used to take a half-day. Now it is drafted in under ten minutes.
The Challenge
A team running a national retail brand's multi-market expansion published a weekly LOI summary to the client. Every week the pipeline ingested a fresh batch of LOIs, some new, some landlord counters, each arriving as a Word document with tracked changes. The client services specialist spent five to six hours every week opening each LOI, accepting and rejecting revisions to compare the original offer against the counter, extracting rent, tenant improvement allowance, rent commencement, and Landlord's Work language, cross-referencing each property against a Google Sheet tracker, and formatting the result into a two-table Word document.
The Approach
The solution reads the client services specialist's Outlook inbox, pulls the LOI attachments from the most recent email, compares the accepted revisions against the rejected ones to surface both the negotiated numbers and the original offer, extracts every deal term from the tracked-change delta, matches each property to the Google Sheet tracker, applies the retailer's business logic (Site Type, Time to Open, Delivery Condition, rent formatting conventions), and builds a clean two-table Word document on the spot. It then drafts the outbound email with the team CC'd, ready for the specialist to hit send.
Next Step
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