Calloway Family TrustOwner portal with Moorcroft Property Management
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Lydia CallowayTrustee, Calloway Family Trust
WorkstreamsSelwyn Court: boiler bidAshdown Lofts: roof codingLinwood Terrace: offers outBellamy Street Flats: 9 of 15

One approval is waiting on a second bid.

The Calloway portfolio with Moorcroft, records as of Monday, Sep 28. The Selwyn Court boiler repair had waited 9 days, and heating season starts on Oct 15.

1 approval open4 residents to callTakeover Nov 1

What needs you

  • Decide the Selwyn Court boiler repair ($7,800) once both bids are inLuis brings both bids before heating season starts on Oct 15. Until then the building runs on the temporary repair you approved on Sep 28.
    Open request
  • Ask the trust accountant to confirm the roof repair codingAshdown Lofts roof membrane, $12,400. Until it is coded, read the roofing line as unresolved, not as an overspend.
    Read the report
  • Keep the attorney request open for the Bellamy Street Flats deposit ledgerThe outgoing manager has not released it. Moorcroft cannot confirm the deposits held for 30 apartments without it.
    Open checklist

The portfolio in September

Live from the operating record. Dates inside the blocks move forward each week with the demo data.

Live from the Dashboards appOpen the full report

The morning board

Owner report

Every exception has an owner by 10:00. Sep 28 held 12, and all 12 were owned.

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Renewals

Renewals

Fourteen of 23 leases are signed. Four residents have not answered.

Live from the Dashboards appOpen the full report

Activity

  • Sandra issued the September owner reportMaintenance 7 percent over budget, with the roof repair shown as its own line.
  • Sandra updated the Bellamy Street Flats checklistNine of 15 takeover items done. The deposit ledger is blocked.
  • You approved a temporary boiler repairUnder the $1,500 owner limit, so the boiler room is not left without a fix.
  • Sandra paused a plumbing vendorThe insurance certificate had lapsed. Luis reassigned both Ashdown Lofts jobs the same morning.
  • You approved the Linwood Terrace renewal rentA 3.5 percent increase. Luis sent the offers the same day.

Key dates

Your director of property operations: Sandra Ilves

Owner recommendations, the monthly report and anything about the three buildings and Bellamy Street Flats.

  • Luis NavarroProperty manager, Moorcroft
  • Rashida OkonjoLeasing manager, Moorcroft
  • Teodor MarinescuMaintenance coordinator, Moorcroft