Pre-audit triage
Lease qualification screening helps partners decide whether a client file is ready for a full CAM audit.
Problem
Some clients arrive with missing statements, expired dispute windows, unclear lookback rights, or lease language that needs review before the partner spends time on a full audit. Without triage, firms can burn audit capacity on files that need a different first step.
Solution
CAMAudit helps partners qualify lease files for lookback potential, waiver risk, dispute-window urgency, and recurring error patterns. The result gives the firm a cleaner decision: request more backup, run the audit, or pause the file.
Proof points
Qualification gives partners an early read on audit readiness.
Lookback and waiver context helps prioritize time-sensitive files.
Recurring-error signals guide whether a full reconciliation audit is worth running.
The screening workflow connects naturally to client intake and audit review.
Workflow
01
Start with the governing lease and known client facts before a full reconciliation review.
02
Look at dispute windows, waiver risk, lookback terms, and patterns that may justify deeper review.
03
Move into a full audit, request missing documents, or hold the file until the partner has enough support.
Related feature pages
A branded partner workspace keeps lease collection, reconciliation upload, audit status, and client delivery in one place.
The extraction pipeline turns lease packages and CAM reconciliation statements into structured fields used by the audit engine.
Every audit runs a consistent set of forensic CAM checks so partners do not depend on memory or one-off spreadsheet review.
Related guides and tools
FAQ
No. Qualification helps decide whether the file is ready for audit work. A full audit still requires reconciliation data, extraction, detection, and partner review.
It helps firms protect audit capacity and gives clients a clearer first answer when the file is incomplete or time-sensitive.
Next step
