Partner guide
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.
PDF guide
Tenant rep handoffs break when the broker is unsure whether the client is a real audit candidate. This rubric scores the lease, the renewal cycle, and the client relationship across six factors, then suggests the right handoff language: warm intro, joint pitch, or quiet pass-through with a follow-up later.
Inside the guide
- Six-factor scoring rubric covering lease, timing, and client fit
- Three handoff modes with sample language for each scenario
- White-label delivery guidance that keeps the client relationship clear