Partner CAM audit findings quality check

Partner CAM audit findings quality check

Do not send raw flags to a client.

CAMAudit helps partners find review candidates. The partner still owns the review step. Compare the flag to the lease. Check the math. Decide whether the wording is fair. Remove anything that does not belong in a client report.

This checklist is the step between detection and delivery.

The quality check standard

Every finding should pass five tests before the client sees it:

1. The document source is clear.
2. The lease provision supports the concern.
3. The math can be recreated.
4. The wording stays inside audit scope.
5. The next step is clear.

If one test fails, hold the finding until the partner can fix it.

The five-pass review

Use this order. It keeps the review from turning into a long second audit.

This pass should be short. If a finding takes too long to prove, it is not ready.

Source check

Start with the document. Do not start with the conclusion.

For each finding, write down:

• Document name
• Page number or section
• Line item name
• Amount
• Year covered
• Entity or location

If the source is not clear, the client cannot explain it. The landlord cannot respond to it either.

Use this rule:

"No source, no finding."

Lease support check

A charge can feel unfair and still be allowed by the lease.

Before sending a finding, identify the lease provision that controls the issue:

If the lease is silent, change the finding from a claim to a question.

Example:

"This charge should be reviewed because the reconciliation does not show whether it falls inside the CAM definition."

Math check

The partner should be able to recreate the amount before the client meeting.

Use a simple math sheet:

Do not hide open questions. Open questions are often the reason to request backup from the landlord.

Wording check

Use careful language.

Preferred wording:

• "Appears inconsistent with"
• "Requires backup"
• "Needs review against"
• "May exceed"
• "Potential overcharge"
• "Partner should confirm"
• "Counsel should review before dispute language is used"

Avoid wording like:

• "Illegal"
• "Fraud"
• "Bad faith"
• "The landlord owes"
• "Recovery is certain"
• "Violation of state law"
• "We proved"

The partner can be direct without becoming reckless.

Client meeting readiness

Before the findings call, sort findings into three groups.

The client does not need every internal note. They need the issues that are ready for a business decision.

Remove-list checks

Remove or hold the finding when any of these are true:

• The lease clearly allows the charge
• The charge is outside the engagement year
• The wrong location or entity is attached
• The math cannot be recreated
• The source document is missing
• The amount is too small for the engagement scope
• The language would sound like legal advice
• The issue depends on state law rather than lease math
• The client has not authorized the partner to use the document

Holding a weak finding is not a loss. It protects the good findings.

What to send the client

The final client packet should include:

• Short findings summary
• Finding table
• Source document references
• Lease section references
• Estimated exposure, if supported
• Open landlord backup requests
• Recommended next step
• Legal boundary note

Keep the packet clean. A client should read it in one sitting. They should know what decision is needed.

Review checklist

Use this checklist before every findings call.

If the answer is no on any row, fix that row before sending.

The rule to remember

CAMAudit can make the review faster.

The partner makes it client-ready.

That final review is what makes the service professional work. It is more than a software output.