Scoped access
Full book
Your access is the full owner-controlled book. PRH does not place coverage or act as your broker. Only the owner Applies a verified fact to the book.
Conversion Hub · conversion record
Oakridge Court conversion
Keep every insurance requirement, evidence item, variance and coverage transition tied to the conversion record. The conversion record for this 9% LIHTC file — requirements register, parties, evidence ledger, variance record, coverage handoff and Conversion Briefing. Review date Oct 21, 2026 · Closing in 43 days.
View access as
Crescent scoped-access demo
Two brokers on different lines, plus a lender on the Oakridge conversion. Preview only — this does not change the owner-controlled book. Only the owner Applies a verified fact.
Owner Admin — full book
Owner Admin. Verifies and Applies. Sees every line and the Oakridge conversion.
Placewell — Contributor
Contributor scoped to Property — buildings (c01). Access is not ownership.
Ridgeway — Contributor
Contributor scoped to Automobile (c04). Access is not ownership.
First National — Viewer
Viewer on the Oakridge Court conversion file. Read-only — not ownership of the book.
Current book · portfolio TIV $186,400,000. After owner Apply, this surface reads the owner-controlled book and keeps the previous value as a revision.
Requirements tracked
31
Potential variances
4
Awaiting written confirmation
9
Workflow
1
Capture
Done
2
Reconcile
Done
3
Resolve
Current
4
Transition
Evidence consistent
16
Pending confirmation
9
Potential variance
4
Not yet evaluated
2
Open items
Requirements Register| Issue | Source | Current observation | Status |
|---|---|---|---|
Mortgagee clause | Permanent lender | Not yet endorsed | Pending confirmation |
Additional insured — investor | Investor / syndicator | Certificate only — endorsement not issued | Pending confirmation |
LP / SP clause wording | Investor / syndicator | Draft does not match exhibit verbatim | Pending confirmation |
Umbrella additional insured | Investor / syndicator | Follow-form AI pending | Pending confirmation |
Servicing address on mortgagee | Permanent lender | Address not yet confirmed by servicer | Pending confirmation |
Builder's risk occupancy permission | Construction lender | Carrier consent requested | Pending confirmation |
Business income worksheet | Permanent lender | 12-month ALS pending updated values | Pending confirmation |
Cyber / social engineering | Investor / syndicator | $1M quote outstanding | Pending confirmation |
Capital parties
Permanent lender
First National Community Bank
Construction lender
Meridian State HFA
Investor
Meridian Tax Credit Fund XVI
HFA / authority
Crescent Bend Housing Authority
Contractor
Southland Construction Inc.
Dollar stakes
- RISK-OC-012
Soft-cost / delay exposure not confirmed against $42.6M hard-cost TIV
Construction lender · Construction exhibit B-4 · Builder's risk policy (Active)
- RISK-OC-002
$1.3M extra retention at 5% vs 2% on $42.6M TIV
Permanent lender · Permanent lender guide §4.3 · ACORD 28 (Needs revision)
- RISK-OC-004
$32,000 indicated NFIP premium on the book; excess flood is not structured
Permanent lender · Lender insurance guide §7 · ACORD 28 (Needs revision)
Conversion snapshot
- Evidence still open
- 5
- Exception files
- 4
Next dates
Schedule- Flood determination dueNov 20, 26
- Deductible exception package to investorNov 22, 26
- Named-storm market testNov 24, 26
- Mortgagee clause + servicing addressNov 25, 26
- Investor AI endorsementNov 27, 26
- LP / SP clause recirculationNov 28, 26
Owner-controlled conversion record
Connected records · Oakridge Court
Oakridge Court is the sample conversion. Open any feature to see the same record the owner, lender and investor would work from.
Requirements Register
Every recorded insurance requirement with source, status, responsible party and recorded resolution path.
Party & Insured-Interest Register
Named insureds, mortgagees, loss payees and additional insureds on the conversion.
Evidence Ledger
Certificates, policies, endorsements and receipts tied to the conversion record.
Variance Record
Documented alternatives and remaining conditions — not a coverage opinion.
Coverage Handoff Timeline
Builder’s risk through occupancy to the permanent program.
Continuing Requirements Schedule
Policy delivery, renewal evidence and expiring approvals after the conversion.
Conversion Briefing
The operational read for this conversion — not the portfolio Briefing and not the Board Report.
Program diagnostic
Property, liability, construction and specialty — the same record that feeds the Conversion Briefing.