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Crescent Bend Housing Authority · MS194
962 units · $186.4M TIV · 12 locations · Sample
Broker Stewardship (owner record)
This is the owner’s workspace — a record of commitments and evidence the owner set for their broker relationship. It is not a PRH brokerage, not placement, and not a grade of the incumbent. The owner evaluates performance. Broker access is not ownership of the record: the owner controls data and permissions, and the history stays if the broker changes.
Recorded partner
Placewell Housing Insurance
Incumbent broker (sample). Illustrative sample — not a live appointment.
How the book stays current
Operating mode: Broker Assisted (default). Illustrative share of insurance records supplied — percentages vary.
System admin / exception / normalization — not originating coverage or placement.
Broker participation makes PRH easier; it is never required.
The broker can help maintain the book without owning the book.
Complete How calculated workflowStatus = Complete. On-time vs late compares Completed date to Due date — not Last updated. This is not a broker score.How calculated
5
4 on time · 1 late
Open
5
workflowStatus = Open. Due date not yet reached.
Overdue
3
workflowStatus = Overdue. Past due, no completed date.
Owner attention How calculated Count of rows whose attentionState is an owner-attention value. Complete + Open + Overdue still equals every commitment. This is not a broker score.How calculated
7
Owner action required, owner verification pending, or blocked by owner. Not a workflow bucket.
5 Complete · 5 Open · 3 Overdue = 13 commitments
PRH reports the recorded process. The owner evaluates partner performance.
Recorded process counts
Service-category commitments
4
Category = Service
Completed on time
4
Completed date on or before due date
Completed late
1
Completed date after due date
Blocked by owner How calculated attentionState = Blocked by owner. Not a workflow status and not partner overdue.How calculated
1
Waiting on owner — not attributed to partner
Evidence completeness How calculated Count of commitments with an exhibit marked on file, divided by all commitments. Distinct from Market process completeness. This is not a broker score.How calculated
69%
Share of commitments with evidence on file
Market process completeness How calculated Share of owner-defined marketing process steps that have a recorded result or exhibit. Distinct from Renewal file completeness and Portfolio data readiness. This is not a broker score.How calculated
88%
Owner-defined process steps with a recorded result
Commitments
Show only items requiring my attention
attentionState is Owner action required, Owner verification pending, or Blocked by owner. Partner action required (for example broker overdue) stays on the Overdue chip — it is not this list.
Due soon = open items with a due date in the next 14 days. Day counts compare Completed date to Due date, or today to Due date when still open.
Renewal prep
Broker
Exposure request returned
Source: 2026 Broker Services Agreement §4.2
Evidence: Exposure workbook · Uploaded by broker · Aug. 11 · Verified by owner · Aug. 12
Renewal prep
Broker
Loss runs on file (5-year)
Source: Winning RFP response p. 18
Evidence: Loss run PDF · Uploaded by broker · Aug. 5 · Verified by owner · Aug. 6
Renewal prep
Shared
SOV review with owner
Source: Owner-added request — Aug. 7, 2026
Evidence: SOV markup · Uploaded by owner · Sept. 4
Renewal prep
Broker
Renewal strategy meeting
Source: 2026 Broker Services Agreement §4.2
Evidence: Meeting notes · Not on file
Marketing
Broker
Market strategy documented
Source: Winning RFP response p. 18
Evidence: Strategy memo · Uploaded by broker · Aug. 14 · Verified by owner · Aug. 17
Marketing
Broker
Submissions to approached markets
Source: 2026 Broker Services Agreement §5.1
Evidence: Submission log.pdf (broker upload) · Uploaded by broker · Sept. 6
Marketing
Owner
Quotes recorded for owner review
Source: Owner-added request — Aug. 7, 2026
Evidence: Quote letters · Uploaded by broker · Sept. 5 · Verified by owner · Sept. 7
Marketing
Broker
Declinations recorded
Source: 2026 Broker Services Agreement §5.1
Evidence: Declination emails · Uploaded by broker · Sept. 1 · Verified by owner · Sept. 3
Claims
Shared
Quarterly claims review
Source: 2026 Broker Services Agreement §6.1
Evidence: Claims review packet · Not on file
Service
Owner
Endorsement requests in queue
Source: Owner-added request — Aug. 7, 2026
Evidence: Endorsement log · Not on file
Waiting on owner — not attributed to partner
Service
Carrier
Policy delivery
Source: Winning RFP response p. 18
Evidence: Issued policies · Uploaded by carrier · May 9 · Verified by owner · May 21
Service
Owner
Certificate requests current
Source: Owner-added request — Aug. 7, 2026
Evidence: Certificate log · Not on file
Service
Counsel
Annual stewardship report
Source: 2026 Broker Services Agreement §8.1
Evidence: Draft stewardship report · Uploaded by broker · Aug. 29 · Verified by counsel · Sept. 2
PRH reports the recorded process. The owner evaluates partner performance.
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