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Rolling-reserve review date
GuideRolling-reserve review date checklistBack to article
Tick what you have before the review date. Boxes start off. The date is a negotiation clock, not an automatic cut.
Missing before the review
6
Holes: Review date is on the schedule, CB and refund ratios for this MID, Settled volume vs underwriting story, Current percent, hold days, and any cap typed from the schedule, One written ask, Owner booked before the date.
Tick a row when that part is ready. Unchecked means you are hoping, not negotiating. The review date does not lower the percent by itself.
Pairing procedure: Treat the rolling-reserve review date as a negotiation clock. Topic: Payments.
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