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.
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.
Document Library
Classify, attach, then verify
Upload CSV or structured files to update matching fields. Policy PDFs and appraisals may be stored here; they do not auto-fill coverage lines. Proposed field changes wait on owner verification and never apply themselves. Files you upload are Customer Content. PRH stores the file and the recorded fields. It does not render a coverage opinion from the upload. Sample files are labeled Sample — not a live client file.
Document Library
Upload a file, classify it, and attach it to the portfolio or a property. Proposed field changes go to owner verification. Files you upload are Customer Content. PRH stores the file and the recorded fields. It does not render a coverage opinion from the upload.
Or drop files on this panel.
No files yet. Sample books can start from the seeded appraisal. Uploads do not auto-fill coverage lines.