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Customer Onboarding · Customer Success

Harborview HOA

New management contract · 212 units

READYCustomer
97%
Ready
Result
READY

All requirements complete and evidenced. Approvals recorded.

5/5 requirements complete · started 3 weeks ago · owner Hana Lee
Alfred's analysis

Harborview completed onboarding in 16 days — 3.4 days faster than the portfolio median. Every requirement carries evidence and all three approvals are recorded. No open risk indicators. Management transition can begin immediately.

Alfred recommends; humans approve. No legal advice is provided.

Requirements

Configured by your organization — these drive the readiness score.

  • Management agreement executedComplete
    Owner · Legal
    HOA-Harborview-MA.pdf
  • Banking & trust accountsComplete
    Owner · Finance
    trust-setup.pdf
  • Insurance verificationComplete
    Owner · Risk
    Expires Aug 30, 2027
  • Owner records importedComplete
    Owner · Alex Duarte
    212 units reconciled
  • Kickoff meeting heldComplete
    Owner · Hana Lee
    Jun 24 · minutes attached

Audit timeline

Every action, every actor, permanently recorded.

  1. Customer onboarding workflow launched
    3 weeks ago · Hana Lee
  2. Agreement executed
    2 weeks ago · Legal
  3. Trust accounts opened
    10 days ago · Finance
  4. 212 owner records imported and reconciled
    6 days ago · Alex Duarte
  5. Final approval recorded — marked READY
    3 days ago · Elena Marsh

Approvals

  • Hana Lee
    Customer Success Lead
    Approved Jun 25
  • Marcus Reyes
    Finance Director
    Approved Jun 26
  • Elena Marsh
    COO
    Approved Jun 27

Documents & evidence

  • HOA-Harborview-MA.pdf
    Management agreement · expires Jun 30, 2029

Readiness is computed from the requirements your organization configured for the "Customer Onboarding" workflow. Change the workflow and the score changes with it.