From tenant requirement to tour book and LOI
Carry the client’s requirement through each document so the team does not rebuild the context at every step.
Capture the requirement once.
Record size, location, budget, timing, configuration, and decision process. Separate requirements from preferences. Keep the latest client approval with the brief.
Make the availability survey comparable.
Use the same fields for each option. Include source dates, suite details, asking terms, photographs, and floor plans where available. Mark missing information so the client can distinguish an unknown from an unsuitable space.
Prepare the tour book around the visit.
Put the stops in order and include the address, access instructions, suite, relevant facts, and questions for each stop. Carry the client’s comments back to the option record after the tour.
Compare the commercial terms.
Record the term, rent, escalations, allowances, free rent, and other concessions before comparing options. Keep the assumptions visible in any cost calculation. Your broker decides which proposal to advance.
Draft the LOI on the approved form.
Use your firm’s form and the agreed commercial terms. Leave unanswered fields visible. Keep a review trail as the draft changes, then pass the document to the broker and legal advisers for approval.
Want us to run the work?
Tell us your market and workflow. We’ll discuss the support your team needs.
Book a call