Partner guide
CAM Audit Engagement SOP Summary
A condensed standard operating procedure for delivering a CAM audit engagement under your own brand.
PDF guide
New partners ask for the same thing first: what does an engagement actually look like? This SOP summary covers the seven phases from kickoff to closeout, the artifacts produced at each step, the points where a partner reviewer should sanity-check the findings before they reach the client, and the language for the dispute letter draft handoff.
Inside the guide
- Seven engagement phases with the artifacts produced at each step
- Reviewer checkpoints that catch false positives before client delivery
- Handoff language for the dispute letter draft and landlord response cycle