This template belongs to the lease abstraction corrections guide. Copy the blank brief, fill it in during one conversation, then compare it with the completed example below.
Three rules before you start
- Metadata only. What exists, how much, how long, which system, who owns it. No landlord names, site addresses, rent figures, clause text or screenshots.
- Ranges beat guesses. "About 90 to 100 leases, abstract history since roughly 2015" is enough. Mark anything unconfirmed as "estimated" or "not known".
- Two roles, often two people. The head of lease operations explains the records. The person who can authorize a licensing discussion is the CEO, usually advised by the CFO or general counsel because leases name landlords and carry confidentiality clauses.
The blank brief
| Field | What to write | Where the answer comes from |
|---|---|---|
| Company and size | Sector, country, full-time headcount at peak (contractors excluded) | Company website, the head of lease operations |
| Portfolio | Number of active leases; tenant side, landlord side or both | Head of lease operations |
| Systems | Plain-text names of the lease repository, abstraction or lease administration tool, lease accounting and AP | Lease systems administrator |
| Years of history | First year of executed documents, of abstract versions and of approval records | Lease systems administrator |
| Correction volume | Rough number of abstract corrections or disputes a year, as a range | Head of lease operations |
| Approval practice | Are corrections approved in the tool, by email, or not recorded? | Head of lease operations |
| Records owner | The executive who owns lease records | Head of lease operations, then confirmed |
| Authorized contact | The person who agreed to take an introduction | That person |
| Deadline | Date the old lease tool becomes read-only or its contract ends | Migration plan or procurement |
| Open question | One thing the records might show that nobody has checked | Your conversation |
Ten rows fit on one page. If a row needs more than two lines, it holds detail that belongs in SourceX's review, not in the introduction.
A completed brief (Illustrative)
Invented for this page. The company, figures and dates are fictional, and the same group appears in the worked case of a partial amendment.
| Field | Completed entry |
|---|---|
| Company and size | Regional restaurant group, United States, 420 full-time employees |
| Portfolio | 96 active leases, tenant side, mostly shopping centers |
| Systems | Document repository, a lease administration tool being replaced, a lease accounting module and AP |
| Years of history | Executed leases since 2009; abstract versions since about 2015; in-tool approvals since 2017 |
| Correction volume | Estimated 10 to 20 abstract corrections a year, a few tied to CAM disputes |
| Approval practice | In the tool since 2017; earlier approvals by email |
| Records owner | Chief financial officer |
| Authorized contact | Chief executive officer, with general counsel reviewing landlord confidentiality terms |
| Deadline | Old tool becomes read-only six months after the new tool goes live |
| Open question | Whether abstract version history and approval comments migrate, or only current values |
Why this example works. Every entry is a fact about the records, not a copy of one. Counts are estimates and say so. The confidentiality question is named up front, which saves time in review. The open question is specific and testable: some lease platforms keep a dated history of amendments with the responsible user (Oracle's Property Manager documentation describes this), while others keep only the current abstract.
OracleThe client opportunity brief generator can format these answers, and the warm introduction brief shows a covering note that discloses your possible referral reward.
What never goes in the brief
- Leases, amendments, abstracts or clause excerpts
- Landlord names, site addresses, rent or CAM figures
- Exports, screenshots or logins to the lease tool
- Accounting conclusions, such as whether an amendment was a lease modification
- Any estimate of what the records are worth
The accounting point matters. Topic 842 defines a lease modification as a change to a contract's terms that changes the scope of, or the consideration for, a lease; whether a given amendment met that test is the company's accounting judgment, not something a partner summarizes. If the lease team offers any of these items, decline politely. SourceX's review asks for what it needs. The system map shows which joins that review will test.
Before you send it
- Does the company qualify? It needs 50+ full-time employees at peak (contractors excluded), a documented operating history, rights to license the records and an authorized contact. Companies in the U.S., Canada and the EU qualify, as do companies in the UK, Australia, New Zealand, India, Singapore, South Africa, Latin America, the UAE and Saudi Arabia when at least 90% of the data is in English.
- Does the company own its abstraction work? If an outside lease administration firm produced the abstracts, its contract may govern them. Note it; do not resolve it.
- Have you signed the partner agreement? Partners sign the Channel Partner Agreement before submitting introductions. Credit goes to the first valid introduction within the 90-day window, recorded when the company submits a verified application.
What stays unknown until SourceX reviews it: the rights position on leases and abstracts, what would need removing or de-identifying, buyer interest and any terms. Advisors who already work with lease technology will find related context on the technology advisor page and the property management data licensing page.
Next step
Refer a company. Earn up to $100,000. Default reward: 25% of Actual Supplier Payout, capped at $100,000 cumulatively per referred company. Eligibility and payment conditions apply, and a signed Schedule A or addendum can differ. A lead, meeting or signature alone does not trigger payment.
When the brief is filled in and the authorized contact has agreed to an introduction, register as a partner, confirm the company against who qualifies and read the program terms before you submit it.