Partner downloads
Partner playbooks and checklists
Practical resources for white-label partners, referral partners, lease admin teams, accounting firms, tenant reps, and specialty advisors.
Start here
Use these downloads in order. They take you from first prospect to first paid review without needing CAM background.
Step 1: Learn the fit
Partner Prospect Qualification Checklist
A short scorecard partners use to decide whether a tenant is worth a CAM review pitch.
Step 2: Run the call
CAM Audit Discovery Call Script
A branching call script partners use to qualify a tenant in 20 minutes without giving away the analysis.
Step 3: Handle pushback
CAM Audit Objection Handling Card
A one-page reference for the seven objections partners hear most when proposing a CAM audit.
Step 4: Price the work
Partner Engagement Pricing Worksheet
A worksheet for choosing between flat-fee, contingency, and hybrid pricing on each CAM engagement.
Step 5: Request documents
Client Document Request Checklist
The document set partners ask for upfront so the engagement does not stall on missing backup.
Step 6: Stay in bounds
State UPL Notes for Non-Attorney Advisors
A research-backed reference on what non-attorney advisors can and cannot say across states.
Download
CAM Reconciliation Audit Checklist
A practical checklist lease admins can use before a tenant challenge reaches the landlord.
Download
CPA Advisory ROI Playbook
A partner playbook for firms adding CAM review without building an audit system from scratch.
Download
Commercial Lease Audit Partnership Playbook
A revenue-sharing guide for tenant reps and referral partners who want a clear handoff path.
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White-Label Wholesale Pricing Sheet
Wholesale pricing, credit bands, and client delivery expectations for white-label partners.
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State of CAM Overbilling 2026
Benchmark findings partners can use in outbound, onboarding, and client education.
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CAM Audit Fields Every Lease Abstract Should Capture
A structured field inventory for abstractors who want their work to hold up under expense-recovery review
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Abstract-to-Audit Trigger Scorecard
A weighted scoring model for deciding which leases are worth a CAM review before the deadline closes
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Operating Expense Clause Abstraction Checklist
A structured review checklist for abstractors working through dense expense definitions
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Audit Rights Extraction Worksheet
A structured worksheet for turning audit-right clause language into actionable fields and calendar entries
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Lease Abstract QA Scorecard for CAM Clauses
A second-pass QA scorecard specifically designed for expense-heavy lease abstracts
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Bookkeeper's CAM True-Up Red-Flag Checklist
A practical checklist for bookkeepers and CAS teams who review landlord reconciliations during close.
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Rent & CAM Coding Guide for QuickBooks and Xero
A structured coding reference for accounting teams who process commercial occupancy invoices.
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Landlord Invoice Review Worksheet
A structured review worksheet for accounting teams processing commercial landlord invoices.
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Unexpected CAM Bill Client Advisory Script Pack
Scripts and frameworks for accounting teams explaining an unexpected CAM true-up to a client.
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Month-End Close CAM Escalation Checklist
A close-week checklist for CAS and bookkeeping teams who encounter CAM issues during reconciliation.
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Lease Abstract for Finance Teams
A finance-focused field inventory for abstracting commercial leases ahead of CAM review.
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Annual True-Up Accrual Decision Tree
A decision framework for how accounting teams should treat the annual CAM reconciliation payment.
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CAM Audit Deadline Tracker
A deadline management tool for accounting teams tracking CAM audit rights across a client portfolio.
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Franchise Lease Protection Guide
A plain-English guide for franchise operators who want to understand and review their NNN lease charges.
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Franchise CAM Reconciliation Checklist
An 18-point review checklist for franchise operators receiving annual CAM reconciliation statements.
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Franchise Occupancy Cost Worksheet
A structured worksheet for separating rent, CAM, taxes, and insurance into comparable occupancy cost lines.
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Multi-Unit Franchise Lease Cost Tracker
A portfolio-level tracker for multi-unit franchise operators managing lease deadlines, CAM review status, and cost comparisons across locations.
Download
Franchise Lease Renewal Risk Planner
A 24-month pre-renewal planning guide for franchise operators deciding whether to renew, relocate, or exit.
Download
Partner Prospect Qualification Checklist
A short scorecard partners use to decide whether a tenant is worth a CAM review pitch.
Download
CAM Audit Discovery Call Script
A branching call script partners use to qualify a tenant in 20 minutes without giving away the analysis.
Download
CAM Audit Objection Handling Card
A one-page reference for the seven objections partners hear most when proposing a CAM audit.
Download
Partner Engagement Pricing Worksheet
A worksheet for choosing between flat-fee, contingency, and hybrid pricing on each CAM engagement.
Download
CAM Audit Engagement SOP Summary
A condensed standard operating procedure for delivering a CAM audit engagement under your own brand.
Download
Client Document Request Checklist
The document set partners ask for upfront so the engagement does not stall on missing backup.
Download
State UPL Notes for Non-Attorney Advisors
A research-backed reference on what non-attorney advisors can and cannot say across states.
Download
CPA Cross-Sell Trigger List
The signals inside an existing CPA engagement that should prompt a CAM audit conversation.
Download
Tenant Rep Handoff Scoring Rubric
A scoring rubric tenant reps use to decide which clients should be handed off for a CAM audit and how.
Download
Reconciliation Season Pipeline Calendar
A 12-month pipeline calendar that aligns partner outbound with the Q1 and Q2 reconciliation surge.
Download
Tenant Rep CAM Audit Revenue Playbook
A revenue playbook for tenant reps adding CAM audit referrals to renewal and expansion conversations.
Download
Accounting Firm White-Label CAM Audit Starter Kit
A starter kit for CPA and CAS teams packaging CAM audit review as a white-label client service.
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Tenant Rep CAM Audit Proposal Template
An editable proposal tenant reps can hand to clients without rewriting from scratch.
Download
Tenant Rep CAM Audit Deliverables Kit
A deliverables checklist tenant reps use to keep the audit handoff predictable.
Download
CAM Dispute Letter Attorney Pack
50-state dispute letter templates CRE attorneys can adapt to specific client matters.
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CPA CAM Audit Workpaper Kit
Workpaper templates CPAs and fractional CFOs can drop into existing engagements.
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CFO CAM Audit Business Case
A board-ready business case CPAs and fractional CFOs can present to clients.
Download
Property Manager Advisory Playbook
A playbook for property managers building a partner-led CAM review offering.
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Asset Manager Portfolio Audit Template
A portfolio-wide template asset managers use to triage CAM exposure across leases.
Download
Lease Administration Startup Kit
A startup kit for lease admins launching an outsourced or in-house service offering.
Download
CRE Consultant Engagement Pack
An engagement pack CRE consultants use to scope and price CAM audit work.
Download
Franchise CAM Audit Rollout Plan
A rollout plan for franchise consultants launching audit programs across franchisees.
Download
Family Office Occupancy Review Kit
A review kit family-office real estate teams use to vet occupancy cost across holdings.
Download
Multi-Site CAM Audit Business Case
A CFO-ready business case for multi-site operators evaluating an audit program.
Download
White-Label CAM Audit Partner Kit
A partner kit covering commercials, white-label delivery, and partner training.
Download
CAM Audit Pricing Models Worksheet
A worksheet partners use to model fixed-fee, contingency, and hybrid CAM audit pricing.
Download
CAM Audit Report Template Pack
Branded report templates partners use to deliver client-ready CAM audit findings.
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Alabama CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Alabama.
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Alaska CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Alaska.
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Arizona CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Arizona.
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Arkansas CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Arkansas.
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California CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in California.
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Colorado CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Colorado.
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Connecticut CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Connecticut.
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Delaware CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Delaware.
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District of Columbia CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in District of Columbia.
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Florida CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Florida.
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Georgia CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Georgia.
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Hawaii CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Hawaii.
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Idaho CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Idaho.
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Illinois CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Illinois.
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Indiana CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Indiana.
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Iowa CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Iowa.
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Kansas CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Kansas.
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Kentucky CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Kentucky.
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Louisiana CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Louisiana.
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Maine CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Maine.
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Maryland CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Maryland.
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Massachusetts CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Massachusetts.
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Michigan CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Michigan.
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Minnesota CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Minnesota.
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Mississippi CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Mississippi.
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Missouri CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Missouri.
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Montana CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Montana.
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Nebraska CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Nebraska.
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Nevada CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Nevada.
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New Hampshire CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in New Hampshire.
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New Jersey CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in New Jersey.
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New Mexico CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in New Mexico.
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New York CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in New York.
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North Carolina CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in North Carolina.
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North Dakota CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in North Dakota.
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Ohio CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Ohio.
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Oklahoma CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Oklahoma.
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Oregon CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Oregon.
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Pennsylvania CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Pennsylvania.
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Rhode Island CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Rhode Island.
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South Carolina CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in South Carolina.
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South Dakota CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in South Dakota.
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Tennessee CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Tennessee.
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Texas CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Texas.
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Utah CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Utah.
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Vermont CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Vermont.
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Virginia CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Virginia.
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Washington CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Washington.
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West Virginia CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in West Virginia.
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Wisconsin CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Wisconsin.
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Wyoming CAM Audit Partner Field Guide
A state-specific CAM audit field guide for partners advising commercial tenant clients in Wyoming.