Partner Guide
Client Document Request Checklist
The document set partners ask for upfront so the engagement does not stall on missing backup.
Engagements stall when the partner has to chase the same documents three times. This checklist sets the request in one pass: lease and amendments, the reconciliation packet, prior years for trend work, and the optional but useful items that change the depth of analysis. It also gives the email language clients respond to.
Inside the guide
- Required, recommended, and optional document tiers with rationale
- A reusable request email partners can adapt to each client
- Common landlord pushback points and how to escalate without conflict