Portfolio Risk Hub

Manage insurance requirements through conversion

Keep every insurance requirement, evidence item, variance and coverage transition tied to the conversion record.

Software and structured document coordination. Compare documents. Recorded process. Fee-based software. PRH does not place coverage, render coverage opinions, or act as your broker. Licensed advisors and the policy still control.

Capture → Reconcile → Resolve → Transition

Requirements → Evidence → Variances → Coverage Handoff → Continuing Requirements.

Capture

Bring requirements, parties, evidence and the conversion file onto one owner-controlled record.

Reconcile

Compare recorded requirements, evidence and current program information.

Resolve

Track variances, endorsements and written confirmations through resolution.

Transition

Coverage handoff and continuing requirements after the conversion, on the same record.

PRH records the process. Licensed advisors and the policy control coverage decisions.

Why conversion creates data risk

The transaction changes the book. The record needs to move with it.

Fragmented records

Requirements, certificates and entity names live in email, loan exhibits and side files — not on one conversion record.

Changing entities

Named insureds, mortgagees and additional insureds shift as the deal forms. The record has to move with them.

Coverage transitions

Builder’s risk, occupancy and the permanent program have to hand off without losing what was required.

Unresolved requirements

Open conditions do not disappear at conversion. They have to stay attached to the same record.

Keep the conversion on the same record

Open the sample Conversion Hub that matches the owner type.

PHA / RAD conversion

Oakridge Court

The active sample conversion on the Crescent Bend book. Requirements Register, parties, evidence ledger, and coverage handoff.

Open Oakridge Court

9% LIHTC construction-to-perm

Millwork Lofts

The active sample conversion on the Northbank book. Same Conversion Hub, on a developer/CDC partnership.

Open Millwork Lofts

Seven connected records on the conversion

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.