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Quality control

Partner Review Controls

Partners control what clients see, when reports are published, and how findings are positioned.

Problem

The problem: raw automation is not client-ready advice

A CAM audit platform can surface useful findings, but partners still need judgment. Some issues are confirmed, some are advisory, and some need a softer explanation because the lease language is ambiguous. Sending raw output directly to clients can create confusion or overpromise recovery.

Solution

The solution: partner review before client delivery

CAMAudit is built around partner review. Firms can inspect findings, confidence notes, report content, and dispute letter drafts before publishing a client-facing package under their own brand.

Proof points

What this feature gives partners

Findings are reviewed before publication.

Confidence notes help partners decide how firmly to present each issue.

The partner controls report delivery and client follow-up.

Review controls support CPA, attorney, tenant rep, and advisory workflows.

Workflow

How review controls works

01

Inspect the finding list

Review amounts, explanations, confidence, and evidence before deciding what to deliver.

02

Decide delivery posture

Separate confirmed recovery items from advisory questions and client education points.

03

Publish the package

Release the branded report only when the partner is ready.

Related feature pages

Keep exploring the product

Confidence-Scored Findings

Confidence scoring helps partners separate clear math findings from issues that need judgment.

Branded Report Delivery

Partners publish client-facing audit packages that carry their own brand and explain the recovery case.

Dispute Letter Draft

When findings support action, partners can prepare a dispute letter draft grounded in the reviewed audit record.

Related guides and tools

Strong internal links for deeper research

Delivery playbooks

How partners present findings without overpromising.

Selling CAM audits

How to position review work in the partner relationship.

White-label program

How branded partner delivery is packaged.

FAQ

Questions about review controls

Can a partner withhold a finding from client delivery?

The workflow is designed for partner review before publishing. Partners decide how to handle findings based on client context, evidence quality, and professional judgment.

Why is review important for white-label delivery?

The client is relying on the partner, not a software vendor. Review controls keep the partner accountable for the final delivery posture.

Next step

See how the full partner platform fits together.

View white-label program
CAMAudit.io

White-label CAM audit software for partners building branded recovery services.

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  • Disclaimer

Recovery of past CAM overcharges depends on your specific lease terms, including any audit rights deadlines or ‘binding and conclusive’ provisions, and on applicable state law.

State statute of limitations periods apply to written contracts and range from 3 to 10 years. Your actual lookback window may be shorter based on your lease.

CAMAudit is a document analysis platform, not a law firm, and nothing on this site constitutes legal advice. Consult a licensed real estate attorney before initiating any dispute or legal proceeding.

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