Preview. Test data only. Do not upload a live insured’s files. Checkout is test mode — you will not be charged.

Portfolio Risk Hub

Oakridge Court

Oakridge Court · 31 requirements · Conversion Viewer · Sample demo

Documents
Portfolio Overview
Conversion Hub
Oakridge CourtRequirements RegisterPartiesEvidenceVariancesHandoffDiagnosticContinuing Requirements ScheduleConv. Briefing

Sample demo — demonstration, not a live client.

Lender conversion access (demo)

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.

Sample demo

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.

Scoped access

Oakridge conversion — read-only

Your access is the Oakridge Court conversion file on this owner-controlled book — read-only, not ownership of the book. Participation is optional. PRH does not place coverage or act as your broker. Only the owner Applies a verified fact to the book.

Can see

  • Oakridge Court conversion file — read-only
  • Connected records · Oakridge Court

Cannot see

  • Property and automobile lines
  • Stewardship commitments
  • Owner invite, roster, revoke, verification, and Apply
  • Add documents

Current conversion record · $42.6M TIV. 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. 1

    Capture

    Done

  2. 2

    Reconcile

    Done

  3. 3

    Resolve

    Current

  4. 4

    Transition

Evidence consistent

16

Pending confirmation

9

Potential variance

4

Not yet evaluated

2

Open items

Requirements Register
IssueSourceCurrent observationStatus

Mortgagee clause

Permanent lenderNot yet endorsedPending confirmation

Additional insured — investor

Investor / syndicatorCertificate only — endorsement not issuedPending confirmation

LP / SP clause wording

Investor / syndicatorDraft does not match exhibit verbatimPending confirmation

Umbrella additional insured

Investor / syndicatorFollow-form AI pendingPending confirmation

Servicing address on mortgagee

Permanent lenderAddress not yet confirmed by servicerPending confirmation

Builder's risk occupancy permission

Construction lenderCarrier consent requestedPending confirmation

Business income worksheet

Permanent lender12-month ALS pending updated valuesPending confirmation

Cyber / social engineering

Investor / syndicator$1M quote outstandingPending 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-011

    $15,000 extra AOP retention per claim ($25K vs $10K requested)

    Investor / syndicator · Investor exhibit C-5 · 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.

Open example

Party & Insured-Interest Register

Named insureds, mortgagees, loss payees and additional insureds on the conversion.

Open example

Evidence Ledger

Certificates, policies, endorsements and receipts tied to the conversion record.

Open example

Variance Record

Documented alternatives and remaining conditions — not a coverage opinion.

Open example

Coverage Handoff Timeline

Builder’s risk through occupancy to the permanent program.

Open example

Continuing Requirements Schedule

Policy delivery, renewal evidence and expiring approvals after the conversion.

Open example

Conversion Briefing

The operational read for this conversion — not the portfolio Briefing and not the Board Report.

Open example

Program diagnostic

Property, liability, construction and specialty — the same record that feeds the Conversion Briefing.

Open example