Onboarding
How the trust's buildings are set up with Moorcroft: the owner profile, the approval limits, vendors and insurance, and access. Bellamy Street Flats follows the same steps before Nov 1.
- Owner profileTrust and buildings agreed
- Approval limits$1,500 and the second bid rule
- Vendors and insuranceOne vendor on hold
- Systems accessTrustee access active
Calloway portfolio set up
The four onboarding steps with every item, owner and date. Tick items off as the trust and its advisers send them.Setup checklist
What the set up covers
Access is requested at the minimum each task needs and recorded here. You can revoke any grant.
| Item | Step | Status |
|---|---|---|
| Calloway Family Trust profile: three buildings, 154 apartments, four shops | Owner profile | Agreed |
| Lydia Calloway approves spend above the limit and reads the owner report | Owner profile | Agreed |
| Owner approval limit of $1,500 per job | Approval limits | Agreed |
| Second bid rule: two bids above $5,000 | Approval limits | Agreed |
| Plumbing vendor insurance certificate | Vendors and insurance | Vendor on hold |
| Bellamy Street Flats building insurance certificate | Vendors and insurance | No date set |
| Trustee access to this portal and the owner report | Systems access | Active |
| Resident request contacts for Bellamy Street Flats | Systems access | Confirmed |