Negotiating a commercial lease or sale involves drafting letters of intent, tracking counteroffers, and confirming terms across multiple back and forth rounds. Doing this by hand means retyping documents, checking spreadsheets for overdue replies, and manually updating deal records at every stage.
The automated version drafts the letter of intent from stored deal terms, sends it, and monitors replies as they come in. It logs counteroffers, flags overdue responses, keeps the deal record current, and routes the final version for signature without manual re-entry.
The full workflow, from trigger to completion.
Flags the deal as reaching Offer stage and pulls current terms, tenant info, and space details.
LOI Drafting pulls deal terms and generates a formatted LOI using the firm's standard clauses.
Draft LOI is posted where the broker lead can approve or request edits.
If changes are needed, the broker lead edits the draft directly before it moves forward.
Once approved, the LOI is emailed to the counterparty automatically with tracking enabled.
Negotiation Tracking monitors replies, logs counteroffers and deadlines, and updates the deal record.
When terms are marked final, the agreed LOI is routed for signature automatically.
Once confirms all parties have signed, the team is notified and the deal record is updated to Signed.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.