Review and sign lease CAM work
A safe CAM service needs four named roles.
The maker builds the file. The checker tests the work. A topic owner handles hard issues. The signer owns the client answer.
Use this model to keep those roles clear. It does not prove accuracy. It shows who checked each part.
Name the four roles
One person may hold two roles in a small firm. Do not let the maker check their own final work.
| Role | Main job | Must not do |
|---|---|---|
| Maker | Build source trail and first work | Sign their own work |
| Checker | Test source, class, and math | Hide an open gap |
| Topic owner | Answer a set hard issue | Sign outside their role |
| Signer | Approve the client file | Skip an open limit |
Name a backup for each role. Put the names in the file. If a role has no owner, hold the work.
CBRE lists checks, reports, data, and cost work. Use those as work lanes. CBRE sets no signoff rule.
The signer owns the end result. The tool and maker do not own that choice. The firm must keep this point clear to staff and clients.
Split six work areas
Use one row for each work area. Name the proof and final owner.
| Work area | Maker task | Checker task | Final owner |
|---|---|---|---|
| Source | Link each fact to a page | Open each source page | Checker |
| Math | Save inputs and fixed rule | Repeat the math | Checker |
| Lease term | Mark the signed words | Read full lease chain | Senior lease owner |
| Open issue | Name the gap and effect | Pick the next route | Topic owner |
| Report | Draft plain client text | Cut weak claims | Signer |
| Client send | Build final packet | Check signed state | Signer |
Accruent lists dates, clauses, terms, and repeat costs as lease fields. Use those fields in source review. They do not assign firm roles.
Each row needs a saved state. Use pass, return, hold, or route. Add the owner and next date to any open row.
Do not use one broad check box called reviewed. The file should show what the checker did.
Set four confidence gates
Confidence here means how much review the file needs. It is not a score for truth.
| Gate | Use it when | Owner | Needed proof |
|---|---|---|---|
| Base check | Source and rule are plain | Checker | Lease cite and math trail |
| Senior check | Term or class is hard | Senior lease owner | Full lease chain and note |
| Tax route | Tax treatment may control | Tax owner | Tax source and client facts |
| Counsel route | Rights or legal plan may control | Counsel contact | Lease words and open question |
The maker can ask for a gate. The checker picks the first route. The topic owner may send it back.
Do not let a high dollar label skip a gate. Do not let a low dollar label cure a legal issue.
Scribcor draws a line between lease admin work and audit checks. Use that task split only. Do not use its savings claims.
Build the maker file
The maker file should be easy to test.
- List every source used.
- Link each fact to a page.
- Save each math input.
- Mark each rule used.
- Name each missing item.
- Draft one plain client note.
- Name the next client choice.
Do not fill a blank from memory. Mark the gap. Ask for the exact file or answer.
The maker may use a lease abstract as a map. The signed lease controls the cited source. Add each signed change in order.
Use the file request SOP to gather proof. Use the source meeting plan for a live file call.
Run the checker pass
The checker starts from the source. The checker should not start from the maker's claim.
| Check | Question | Return reason |
|---|---|---|
| Source | Can I open the cited page? | Cite is weak or wrong |
| Period | Does the source match the year? | Period does not match |
| Class | Do lease words support the class? | Term needs a senior read |
| Math | Can I repeat each step? | Input or rule is unclear |
| Limit | Can the client see each gap? | Limit is hidden |
| Tone | Does the text state only facts? | Claim is too broad |
The checker logs each return. The maker then fixes only the named gap. This keeps review from turning into a full restart.
Use the quality rubric for a deeper file check. Keep the signoff sheet with the final packet.
Route each open issue
An open issue needs one owner. It also needs the proof that can close it.
| Issue type | Route owner | Close proof |
|---|---|---|
| Missing file | Client lead | Named file arrives |
| Hard lease term | Senior lease owner | Written firm view |
| Tax question | Tax owner | Tax note or set limit |
| Legal rights | Counsel contact | Counsel sets the path |
| Client choice | Client lead | Client answer is saved |
| Scope gap | Service owner | New scope is approved |
Do not raise every issue to the signer. Standard issues should close in their lane. This keeps signer time for client choices.
The topic owner can close, return, or limit an issue. Save the choice. If a limit remains, show it in the report.
Run the signer gate
The signer should answer seven short questions.
- Does the file match client scope?
- Can the signer trace each key fact?
- Can the checker repeat the math?
- Can the signer see all open limits?
- Did each hard issue reach its owner?
- Does the client note avoid legal advice?
- Is the next client step clear?
The signer can approve, return, hold, or route. Save the signer name and date. Do not send an unsigned report.
The signer also checks the firm brand. Client text should name the lease admin firm. It should not make software the advisor.
Use the scope letter to keep work limits clear. Use the case scorecard before this review starts.
Approve the client packet
The final packet should contain the signed report. It should also hold the source list and open limits.
If a dispute letter draft is present, the signer must review it. Counsel may need to review it too. Keep that draft state clear.
A no-finding file still needs a signer. The report should state the scope and sources checked. It should not claim the lease has no issues.
A missing-proof file needs a clear limit. Name the proof gap and its effect. Do not turn a gap into a finding.
Plan the client moment with the branded report map. Match signer time to the season demand plan.
Where CAMAudit fits
CAMAudit runs branded CAM audits for lease admin firms. It makes review-ready work for the maker and checker.
The tool can flag items and cite source lines. Fixed rules run the math. The firm checks all facts, terms, and limits.
CAMAudit builds a branded report. The lease admin firm reviews and signs it. The firm owns each client answer.
CAMAudit may make a dispute letter draft too. Read it before use. Your firm signs it. This is not legal advice. Have counsel review before sending.
Start with Practice Growth. The lease admin pillar joins all four tools. The lease resource hub holds the normal topic path.
Finish the role map with the service line guide. Use the service checklist for launch tasks.
Keep signoff ownership clear on the lease admin page.