Review source references and assumptions

How to use source evidence when checking Reia's underwriting work.

Written By Reia

Last updated About 2 months ago

Source references connect Reia's work back to uploaded materials.

Use them to answer three questions: where the value came from, whether the cited source supports the claim, and what follow-up would make the review stronger.

Source details

Reia may show source details such as file names, pages, snippets, tables, and linked values. Preserve those visible details when you ask follow-up questions or contact support.

A source-backed assumption is easier to inspect because the supporting context stays close to the workspace value. Use that context to compare dates, totals, definitions, and conflicts across documents.

A strong source trail keeps the review compact: source detail, Input or Statement value, Dashboard impact, and memo conclusion can stay in the same workspace instead of becoming separate notes.

Review assumptions

Review assumptions by moving from evidence to value to output. Open the source, inspect the Input or Statement value it supports, then check whether the Dashboard, Graph, or working document conclusion changed in the way you expect.

Good review questions are specific: does the source use the right date, does the rent roll total match the operating statement, does the broker adjustment appear in the original files, does the expense category mean the same thing across documents, and does the source explain the revenue, capex, tax, insurance, or debt term being used?

If a source trail needs more support, ask the Agent to show the evidence again, compare the conflicting documents, or update the assumption with the stronger source.