The Ballast process
From accepted scope to an issued report.
Ballast carries confirmed association facts forward, keeps open information visible, and separates customer onboarding, professional processing, payment, and report issuance.
See the supported answer first, followed by the information used, unresolved gaps, review steps, and sources.
How the work moves
From your information to a supported decision.
See what happens at each stage, what still needs attention, and when a professional report becomes an issued record.
- 01
01 · Accept
Accept the Scope and Order Summary
The accepted Scope and Order Summary starts the standard Full New Reserve Study or Reserve Study Update engagement. Standard studies do not require upfront payment.
- 02
02 · Open
Ballast | Onboarding opens
The association enters the project workspace with the accepted scope and known property facts already carried forward.
- 03
03 · Track
Required and Optional items are tracked
Onboarding separates Required items from Optional items so the association can see what must be resolved before processing.
- 04
04 · Walkthrough
Complete the walkthrough inside Onboarding
When the engagement includes a walkthrough, it is one part of Onboarding rather than a separate engagement path.
- 05
05 · Resolve
Complete or formally disposition Required items
Required items must be completed or formally dispositioned. Missing information is not silently treated as complete.
- 06
06 · Submit
Select Submit for Processing
The customer chooses when the Onboarding record is ready to move into Ballast professional processing.
- 07
07 · Process
Ballast completes professional processing and review
Ballast structures the record, resolves material exceptions, performs the professional analysis, and completes reviewer dispositions.
- 08
08 · Ready
Status becomes Ready for Issuance
The completed professional work is held for release once the issuance conditions are satisfied.
- 09
09 · Invoice
The invoice is due
The standard study invoice is due after the work reaches Ready for Issuance, not before Onboarding begins.
- 10
10 · Verify
Payment is verified
Verified payment releases the completed report for issuance. A redirect or unverified payment event does not release it.
- 11
11 · Issue
Report issued
Ballast issues the completed professional report after verified payment. The customer does not receive the finished report before payment.
- 12
12 · Use
Study Vault and Ballast Board open
The issued Study Vault and Ballast Board experience opens around the issued report and its ongoing customer record.
Start with the question
Start with the diagnosis, not a product catalogue.
Known property facts carry forward into the appropriate scope and one exact quote when professional work is supported.