Policy Checklist + Risk Scoping
We start by aligning on your standards (lease rules, approvals, documentation, fee policies, renewal steps,
move-in/out requirements). Then we build a repeatable checklist and sampling method so audits stay consistent
across properties and team members.
File & Ledger Review (Evidence-Based)
We review lease files, addenda, rent charges, credits, concessions, deposits, late fees, notices, and
resident communications. Findings include screenshots/notes and exact references so corrections are fast and
defensible.
Billing, Vendor & Work Order Compliance
We validate vendor invoices vs. approvals, scope, and completion notes—checking duplicates, mismatches, and
missing documentation. For maintenance, we flag gaps in notes, photos, timelines, and resident updates that
create dispute risk.
Corrective Actions + Monthly Reporting
You receive a clean audit report: issues, severity, root cause, owner, and next steps. We can also track
closure (fixed/verified) and build recurring insights—so the same problem doesn’t repeat next month.