Source ledger
Score 2 only if every record carries cited source IDs (REC-*, ASR-*, SOS-*, PMT-*) and the IDs survive analyst handoff.
commercial real estate research workflow scorecard.
Score your current workflow against the six attributes that separate reviewable research from a stack of spreadsheets. The scorecard is honest — most teams score between 4 and 7 out of 12 on the first pass.
How to use the scorecard.
Score each of the six attributes 0, 1, or 2 against your current workflow. Total of 12. The goal isn't a perfect score — it's a shared understanding of where the workflow is brittle. Re-score quarterly; trend matters more than absolute number.
Six-attribute scorecard.
| Attribute | 0 | 1 | 2 |
|---|---|---|---|
| Source ledger | No source ledger | Partial / per-analyst | Per-record, reviewed |
| Evidence per claim | Conclusions only | Some links | Per claim, complete |
| Confidence labels | Implicit | Per analyst | Standardized, reviewed |
| Verification gaps | Not surfaced | Sometimes noted | Per record, structured |
| Display rules | Not enforced | Per analyst | Field-level, enforced |
| Reviewed next action | Ad hoc | Per analyst | Standardized, reviewed |
What the scores mean.
Heroic
0–4
Quality depends on which analyst caught the record. Hard to scale. Hard to defend.
Inconsistent
5–8
Some standards, but applied per analyst. Coverage is brittle to staff change.
Reviewable
9–11
The work product is defensible. Most institutional teams operate here.
Source-of-record
12
Every claim is reviewable in seconds. Acren's customer baseline.
Per-attribute guidance.
Evidence per claim
Score 2 only if a reviewer can trace from claim → source-ID → agency record in under 60 seconds.
Confidence labels
Score 2 only if every analyst uses the same five labels (source-backed, appears connected, needs review, internal only, rejected).
Verification gaps
Score 2 only if gaps are a mandatory column. 'None' is valid; empty is not.
Display rules
Score 2 only if every field has display rules set before the packet leaves the team.
Reviewed next action
Score 2 only if every packet routes to one of save / assign / monitor / dismiss / needs-research.
“We scored 6 on the first pass. The honest part wasn't the score — it was admitting which two analysts were single points of failure for confidence labels.”
Responsible use
Research priority, not seller intent
Acren ranks commercial property research priority. It does not infer disposition, hardship, or willingness to transact.
Responsible use
Source evidence required
Every recommendation must carry supporting records, field-level rights status, and verification gaps.
Responsible use
Verification before action
Customers are responsible for verifying records before outreach, capital, or workflow decisions.
Responsible use
Display rules built in
Customer-visible, generalized, internal-only, and suppressed fields stay visible as product controls.
Continue
Score your workflow with us.
Acren walks new teams through the scorecard as part of the access review. It surfaces which cells are realistic to use on day one — and which require a workflow change first.
Continue
See how each opportunity keeps the source trail attached.