Portfolio Briefing
Crescent Bend Housing AuthoritySep 10, 2026
What changed, what needs attention, who is responsible, what decision is needed, and what happens next. A 60–90 second read — not a dashboard and not the Board Report.
Signature
What changed since your last briefing?
Dated records from Sep 5, 2026 through Sep 10, 2026 · sample last briefing (not a live login).
- Broker submissions
- 2
- Items awaiting owner verification
- 2
- Commitments became overdue
- 0
- Commitments completed
- 0
- New quotes
- 0
- Claim changes
- 0
- Mitigation changes
- 0
- Conversion changes
- 2
Sep 8, 2026 · Conversion change
LP / SP clause wording
Oakridge Court · pending confirmation
Sep 6, 2026 · Broker submission
VER-001 submitted
Named-storm deductible on the property master · Placewell Housing Insurance
Sep 6, 2026 · Awaiting owner verification
VER-001 awaiting owner review
Named-storm deductible on the property master
Sep 6, 2026 · Broker submission
VER-002 submitted
Submission log for approached markets · Placewell Housing Insurance
Sep 6, 2026 · Awaiting owner verification
VER-002 awaiting owner review
Submission log for approached markets
Sep 5, 2026 · Conversion change
Additional insured — investor
Oakridge Court · pending confirmation
Owner decisions required
Verification items — not the risk list
Critical issues
Portfolio and transaction — top items only
Not the full Watchlist.
Closing in 43 days · 3 items overdue · 6 due within 14 days · 1 critical dependency.
$1.3M extra retention if a named storm hits $42.6M TIV at 5% instead of 2%. Source: Permanent lender · Permanent lender guide §4.3.
One flood-structure issue: determination, indicated NFIP, whether excess flood is structured, and closing evidence.
$312,000 is on the quote line. It is not in the in-force composite.
16 dwellings recorded as unsprinklered. The fact is on the schedule — it is a signal, not missing data.
Stewardship pulse
Commitments on the owner record
5 complete · 5 open · 3 overdue
On time 4 · late 1 · owner attention 7 · evidence 69% · market process 88%
1 blocked by owner — not attributed to partner
Market process
Recorded markets and responses
8 markets considered · 5 approached · 3 not approached
3 quotes · 1 decline · 1 awaiting response
What changed this week
No market-process timestamps recorded this week.
Who is keeping the book current?
Broker Assisted · Owner Controlled
Active broker: Placewell Housing Insurance. 2 awaiting verification.
Next 14 / 30 / 90 days
Conversion, renewal, stewardship
Next 14 days
- Sep 13, 2026Conversion · Umbrella additional insured — 3 days
- Sep 14, 2026Owner · SVC-010 · Endorsement requests in queue — 4 days
- Sep 15, 2026Conversion · Servicing address on mortgagee — 5 days
- Sep 16, 2026Broker · SVC-006 · Submissions to approached markets — 6 days
- Sep 17, 2026Conversion · Builder's risk occupancy permission — 7 days
- Sep 19, 2026Conversion · Business income worksheet — 9 days
- Sep 19, 2026Shared · SVC-003 · SOV review with owner — 9 days
- Sep 21, 2026Conversion · Cyber / social engineering — 11 days
Next 90 days
- Oct 23, 2026Conversion · Oakridge Court closing — 43 days
- Dec 7, 2026Owner · Master renewal file · 92% complete — 88 days
Financial stakes
Decision-relevant dollars only
- named storm$1.3M extra retention at 5% vs 2% on $42.6M TIV
- nfip$32,000 indicated NFIP premium on the book; excess flood is not structured
- open claims$201K incurred on open claims
What happens next
Assigned actions
Owner
Broker
- SVC-004 · Renewal strategy meeting — 11 days overdue
- SVC-006 · Submissions to approached markets — Due in 6 days
Counsel
- SVC-013 · Annual stewardship report — Due Sep 29, 2026
Conversion
- Oakridge Court — 3 overdue · 6 due within 14 days — Due Oct 23, 2026
PRH
PRH reports the recorded process. The owner evaluates partner performance.