Review more franchise CAM files
Review multi-unit CAM by building a site queue first.
Rank file readiness before bill size. Keep each lease year apart.
That method lets staff batch intake. It also keeps proof tied to one site.
Use one packet per lease year
Build each packet with this key:
Operator + site + lease + statement year
Do not blend years or landlords. One changed clause can alter the review.
This multi-unit lease page keeps CAM with each site. It also keeps lease events by site.
Use renewal and permit fields in the queue.
Those fields can shape your queue. They do not prove review results.
Capture the queue fields
Use one row for each packet.
| Field | What to record |
|---|---|
| Operator | Client legal name |
| Site | Address or site code |
| Landlord | Name on the statement |
| Statement year | CAM period under review |
| Received date | Date shown by delivery proof |
| Lease event | Renewal, option, sale, or expansion |
| Lease file | Present, missing, or open |
| Statement file | Present, missing, or open |
| Cost support | Present, missing, or open |
| Cost change | Matched current and past amounts |
| Possible date | Lease text needing review |
| Reviewer | Named firm owner |
| Next decision | One clear action |
Do not invent a notice date. Show its source and review need.
BOMA's checklist treats new leases and renewals as distinct. Use that event idea, not its density rules.
Set four readiness states
Each packet needs one clear state.
Ready
The signed lease and CAM statement are present. Needed changes are present too.
Needs source
A named file is missing. The row shows its owner.
Needs conflict check
The firm may serve another party. A lead must clear the file.
Outside scope
The request needs legal, tax, or other advice. Route it to the right expert.
Do not start full review before a state is set.
Rank the ready packets
Use facts that affect a client choice.
Rank each ready row with these prompts:
- Is a lease event open?
- Is an expansion choice pending?
- Did matched lease costs change?
- Is support complete?
- Is a client meeting set?
- Is a reviewer free?
Bill size can add context. It should not hide missing proof.
The franchise lease guide names cost terms, caps, shares, and audit rights. Those topics belong inside each packet.
Its example amounts are not benchmarks. Do not copy them into ranking rules.
Batch intake, not judgment
Staff can batch file names and status checks.
They can also request the same file types. Use one request form.
Keep lease reading inside each packet. Keep math inside that packet too.
A shared field list saves setup work. Shared facts do not make leases equal.
Assign one next action
Every row should end with one action.
Use these action labels:
- Ask for lease
- Ask for statement
- Ask for cost support
- Clear conflict
- Start review
- Send for partner review
- Refer to counsel
- Close with reason
Avoid vague labels like follow up. Name the request instead.
Walk a sample queue
This example is fictional. It does not show client outcomes.
Pine Group has five leased sites. Three sites have current statements.
| Site | State | Event | Next action |
|---|---|---|---|
| Cedar | Ready | Renewal | Start review |
| Elm | Needs source | None | Ask for lease change |
| Oak | Ready | Expansion | Start review |
| Lake | Outside scope | Sale | Refer tax question |
| Hill | Needs conflict check | None | Clear conflict |
Cedar ranks first due to its open renewal. Oak follows for expansion work.
Elm waits for a signed lease change. Lake leaves this service queue.
Hill cannot move until the conflict check ends.
No row claims a result. Each row names proof and action.
Run a short queue meeting
Use the queue in a weekly work review.
The reviewer should answer four questions:
- Which packet is ready?
- Which source is missing?
- Which client choice is near?
- Who owns the next step?
Save the answer on the row. Do not rely on meeting notes alone.
Run each queue handoff
Set client fit first. Use the audit offer guide.
Pull ready rows from the annual lease cost check.
Mark expansion rows with the expansion CAM guide. It sets the source-unit match.
The franchise advisor pillar maps this queue. It also shows the wider service.
A row may need a different firm owner. The Practice Growth hub maps those roles.
A row may need a work tool. Find it in the franchise resource hub.
The franchise consultant page places queue review inside client service.
Where CAMAudit fits
Franchise advisors choose the packets and work order.
CAMAudit can read files for each chosen lease year. It can run fixed math.
It can flag source-linked review items. It can build a branded CAM audit.
A firm partner reviews and signs each site report.
Your firm chooses the next queue action.
The site report may support a dispute letter draft. Your firm reviews it.
It is not legal advice. Have counsel review before sending.
The service line guide can set queue owners. It can also set handoff rules.