Trademark Property uses Box APIs to turn thousands of lease documents into actionable data in minutes

Trademark Property Co., a retail real estate company managing shopping centers, used Box Extract, Box Apps, Box AI Studio, Box Relay, and Box Hubs to automate lease abstraction and document search across its portfolio. Previously, offshore staff manually extracted lease details at a cost of roughly $150–$200 per document with a 48-hour turnaround, while locating clauses across hundreds of folders could take property managers hours. The new workflow programmatically extracts more than 80 fields, including tenant names, dates, rent amounts, and escalation clauses, and stores them in 13 metadata templates that support filtering and search across thousands of documents in minutes. The company estimates potential savings of $450,000 to $800,000 as it expands from 3,000–4,000 documents and processes a larger backlog. Trademark has also developed specialized AI agents for financial-document classification, exclusive-use clause tracking, and lease-redline review, while continuing to rely on attorneys for legal judgment. The implementation has shifted Box from primarily a file-storage service to a more widely used operational platform for portfolio management.

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