Client intake
A branded partner workspace keeps lease collection, reconciliation upload, audit status, and client delivery in one place.
Problem
Most CAM audit work starts with scattered lease PDFs, reconciliation statements, email attachments, missing amendments, and unclear client ownership. Partners lose time chasing documents before any analysis begins, and clients do not always know what a complete file should include.
Solution
CAMAudit gives partners a workspace that organizes client intake, document status, audit progress, and delivery steps under the partner brand. The workflow keeps the partner in control while making the client file easier to qualify, review, and hand off.
Proof points
Client and property records stay tied to the partner workspace.
Lease and reconciliation uploads are tracked against the same audit file.
Status states show what is waiting, processing, ready for review, or published.
The workflow is built for partner delivery, not direct tenant self-service.
Workflow
01
Add the client, property, and basic lease context before requesting or uploading documents.
02
Store the executed lease, amendments, exhibits, and the annual CAM reconciliation in one audit record.
03
See whether the audit is queued, processing, ready for partner review, or ready for client delivery.
Related feature pages
The extraction pipeline turns lease packages and CAM reconciliation statements into structured fields used by the audit engine.
Partners control what clients see, when reports are published, and how findings are positioned.
Partners publish client-facing audit packages that carry their own brand and explain the recovery case.
Related guides and tools
FAQ
The partner owns the relationship. CAMAudit supplies the workspace and analysis infrastructure while the partner controls client communication, review decisions, and delivery.
Yes. The workspace is organized around clients, properties, and audit records so firms can manage multiple engagements without mixing files.
Next step
