Systematic lease portfolio administration delivering clarity, compliance, and operational efficiency. Our lease management framework ensures accurate ownership visibility, timely obligation tracking, and fully organized documentation—reducing administrative workload and minimizing exposure to oversight risk.
This service is built for operators, brokers, and acreage owners seeking a structured, reliable approach to managing complex or expanding lease portfolios.
Service Components:
• Lease File Organization & Digital Infrastructure: Development of standardized folder systems, indexing structure, and naming conventions, with optional conversion of legacy records into searchable digital formats.
• HBP Status Verification & Allocation Analysis: Evaluation of production data, well assignments, unit boundaries, and lease acreage to confirm held-by-production status and identify exposure related to inactive lands.
• Expiration Tracking & Compliance Scheduling: Deadline monitoring for expirations, rentals, royalty obligations, shut-in requirements, drilling commitments, and operational triggers—reducing lapse risk and avoiding preventable cost.
• Ongoing Portfolio Oversight: Monthly retainer-based management including file updates, new lease onboarding, acreage adjustments, reporting, cross-checking, and exception flagging for internal review.
• Optional Ownership & Interest Validation: Verification of division orders, decimal calculations, and allocation shifts to ensure accurate revenue distribution and dispute avoidance.
Portfolio Application:
Structured solutions built for clients managing 50 to 2,000+ lease files, including mineral owners, non-op partners, operators, and land brokers seeking scalable oversight supported by disciplined organization and reliable compliance processes.
Operational Value:
Our lease management service supports:
• faster document retrieval and reporting
• improved internal communication and auditability
• reduced risk from missed obligations or expirations
• stronger data integrity for planning and acquisition decisions
• lower administrative burden and overhead
