Use Case · Manager Oversight

The packet says one thing. The rent roll says another.

Every monthly narrative carries claims. Folio checks them against the records underneath — and tells you which ones held.

Fairmont CRE — May packet, p.7
“Rents billed per lease schedules.”
“No changes to the rent roll this month.”
The rent roll — Meridian Office
Suite 410 · Calder & Finch · $24.00 /SFmatches lease
Suite 100 · Cornerline Café · billed $27.75 /SFlease says $28.50
Rent roll mismatch detected · May 12
The Doubt Moment

You're not reviewing. You're believing.

The packet reads fine. It always reads fine. Somewhere around the third page you notice what you're actually doing — taking a narrative on faith because checking it would take a week you don't have.

Verification shouldn't be an act of distrust or a weekend project. When the records are already imported and validated, checking a claim costs a click — so it actually happens.

The Claim Check

Four claims from the May packet, checked

Each narrative claim beside the record it's about, with a verdict. Click a row for the evidence.

Fairmont CRE — May narrative vs Meridian Office records Jun 30 snapshot
The Verification Workflow

From packet to verdict in four steps

No side spreadsheet, no forensic weekend — the pipeline your data already flows through does the checking.

01
Import the packet

PDFs parse through Document Intelligence; rent rolls and reports land as dated snapshots.

02
Validate

Data Quality Checks catch gaps, duplicates, and mismatches — like the $28.50 vs $27.75 rent pair.

03
Flag variances

Statement lines and KPIs carry flags where claim and record diverge.

04
Approve or reject

Each manager update gets a decision in the activity feed — with the evidence beside it.

A Trackable Owner Record

Every claim, check, and resolution — kept

Verification isn't a moment; it's a history. When the management-contract renewal comes up, the record of what held and what didn't is already written.

Explore Manager Oversight →

Rent roll mismatch — Suite 100, $0.75 /SFFlagged May 12 · corrected billing Jun 1

Resolved

"Occupancy is holding steady"Rejected May 15 · manager re-filed with figures

Rejected

"Suite 300 is ready for showings"Checked against market-ready date · Jun 30

Approved

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