Lead reason
Score 2 only if someone can explain why the property deserves attention without opening five tabs.
SCORECARD
CRE acquisition research workflow scorecard.
Score whether your team can turn a possible property into a defensible next step: market review, comps, lease research, expense review, debt/capex review, underwriting, watchlist, or pass.
Use this to find where leads die.
Score each attribute 0, 1, or 2 against your current workflow. The goal is not a perfect score. The goal is to find where leads stall: bad owner reads, missing supporting records, vague market questions, no pass reason, or no clean handoff into comps, leases, expenses, debt, capex, and underwriting.
Acquisition research scorecard.
| Attribute | 0 | 1 | 2 |
|---|---|---|---|
| Lead reason | No written reason | Analyst note only | Clear reason with supporting records |
| Owner/entity read | One name pasted in | Some role separation | Owner, entity, agent, operator, and gaps labeled |
| Source trail | No trail | Some links | Per claim, source attached |
| Open questions | Not surfaced | Sometimes noted | Structured by broker, comps, lease, expense, debt, capex |
| Market questions | Generic call | Some questions | Specific questions tied to the record |
| Next action | Ad hoc | Per analyst | Market review, comps, lease, expense, debt/capex, underwrite, watchlist, or pass with rationale |
What the scores mean.
Noisy
0-4
The team is mostly sorting rows and rebuilding context from scratch.
Useful but brittle
5-8
Some leads are reviewable, but quality depends on the analyst.
Reviewable
9-11
Most leads have a reason, source trail, open questions, and a next step.
Decision ready
12
The team can quickly decide: call, comp, underwrite, watch, or pass.
Per-attribute guidance.
Owner/entity read
Score 2 only if registered agent, owner of record, officer, mailing address, operator, and contact path are not blurred together.
Source trail
Score 2 only if a reviewer can trace the claim back to the source in under a minute.
Open questions
Score 2 only if the lead names what still needs broker color, comps, lease review, expense review, debt review, or capex review.
Market questions
Score 2 only if the next conversation starts with specific questions, not 'what do you know about this property?'
Next action
Score 2 only if every lead ends with a specific route: market review, comps, lease research, expense review, debt/capex review, underwrite, watchlist, pass, or assign.
“The score is useful because it exposes where a lead dies: unclear owner path, no source trail, vague market questions, or no reason to pass.”
Responsible use
Responsible boundary
Responsible boundary. Not for FCRA-regulated use. Acren organizes commercial-property and business-entity records and ranks research priority from recorded evidence. It does not predict intent, provide valuation or underwriting, or support consumer-eligibility decisions.
Responsible use
Source trail required
Every recommendation must carry source trails, field-level rights status, and open questions.
Responsible use
Review before action
Customers are responsible for verifying records before outreach, capital, or workflow decisions.
Responsible use
Display rules built in
Customer-facing, summarized, internal-only, and withheld fields stay visible as product controls.
Continue
Use the scorecard against a sample memo.
The easiest way to test the workflow is to compare this scorecard against a real sample memo format.
Next step
Start with your market and buy box.
Responsible boundary. Not for FCRA-regulated use. Acren organizes commercial-property and business-entity records and ranks research priority from recorded evidence. It does not predict intent, provide valuation or underwriting, or support consumer-eligibility decisions.