type: custom

customType: model-snapshot

provider: local

modelApi: openai-completions


type: message

role: user

type: text

text:
[cron:0d22a165-efc2-4780-ae5d-6024e6c919cd Morning Email Briefing] DAILY MORNING BRIEFING: Check Chad's email (chad@cfrfl.com) via Microsoft Graph API. Review emails from the past 24 hours. Identify: 1) Important emails that need attention (from lenders, title companies, tenants, business partners), 2) Action items with deadlines, 3) Anything urgent or time-sensitive. Format as a concise briefing with priorities. Skip marketing/junk. Use the Graph API credentials in ~/.openclaw/agents/cardone/config/graph_api.conf
Current time: Wednesday, February 25th, 2026 — 2:14 PM (UTC)

Return your summary as plain text; it will be delivered automatically. If the task explicitly calls for messaging a specific external recipient, note who/where it should go instead of sending it yourself.


role: assistant

api: openai-completions

stopReason: error

errorMessage:
500
------------
While executing CallExpression at line 144, column 28 in source:
... {%- else %}↵        {{- raise_exception('Unexpected message role.') }}↵    {%- ...
                                           ^
Error: Jinja Exception: Unexpected message role.


provider: zai


type: thinking

thinking: I need to check Chad's email for the daily morning briefing. Let me first read the Graph API config file to get the credentials, then fetch emails from the past 24 hours.

read

type: toolCall

stopReason: toolUse


role: toolResult

toolName: read

text:
# Microsoft Graph API Configuration for chad@cfrfl.com
# Tenant ID extracted from IMAP error response
TENANT_ID=aa37e64c-10f3-456d-b991-f5c47b5ce08e
CLIENT_ID=072a499a-d477-4d0a-a020-345bc7b8eee8
CLIENT_SECRET=KCs8Q~iXags1O6RfxUCO~82l~2VWhF~wMHuL_apg
USER_EMAIL=chad@cfrfl.com


thinking: Got the credentials. Now I'll use the Python script or write a quick one to fetch emails from the past 24 hours. Let me check if there's a helper script available, or I'll write one.


text:
#!/usr/bin/env python3
"""Microsoft Graph API email for chad@cfrfl.com"""
import requests
import json
import sys

CONFIG = {
    "tenant_id": "aa37e64c-10f3-456d-b991-f5c47b5ce08e",
    "client_id": "072a499a-d477-4d0a-a020-345bc7b8eee8",
    "client_secret": "KCs8Q~iXags1O6RfxUCO~82l~2VWhF~wMHuL_apg",
    "user_email": "chad@cfrfl.com"
}

def get_token():
    url = f"https://login.microsoftonline.com/{CONFIG['tenant_id']}/oauth2/v2.0/token"
    data = {"client_id": CONFIG["client_id"], "client_secret": CONFIG["client_secret"],
            "scope": "https://graph.microsoft.com/.default", "grant_type": "client_credentials"}
    resp = requests.post(url, data=data)
    return resp.json()["access_token"] if resp.status_code == 200 else None

def list_emails(unread_only=False, count=10):
    token = get_token()
    headers = {"Authorization": f"Bearer {token}"}
    f = "&$filter=isRead eq false" if unread_only else ""
    url = f"https://graph.microsoft.com/v1.0/users/{CONFIG['user_email']}/messages?$top={count}&$select=id,subject,from,receivedDateTime,isRead,bodyPreview{f}&$orderby=receivedDateTime desc"
    return requests.get(url, headers=headers).json().get("value", [])

def read_email(msg_id):
    token = get_token()
    url = f"https://graph.microsoft.com/v1.0/users/{CONFIG['user_email']}/messages/{msg_id}"
    return requests.get(url, headers={"Authorization": f"Bearer {token}"}).json()

def send_email(to, subject, body, cc=None):
    token = get_token()
    msg = {"message": {"subject": subject, "body": {"contentType": "Text", "content": body},
           "toRecipients": [{"emailAddress": {"address": to}}]}}
    if cc: msg["message"]["ccRecipients"] = [{"emailAddress": {"address": cc}}]
    url = f"https://graph.microsoft.com/v1.0/users/{CONFIG['user_email']}/sendMail"
    return requests.post(url, headers={"Authorization": f"Bearer {token}", "Content-Type": "application/json"}, json=msg).status_code == 202

def reply_email(msg_id, body):
    token = get_token()
    url = f"https://graph.microsoft.com/v1.0/users/{CONFIG['user_email']}/messages/{msg_id}/reply"
    return requests.post(url, headers={"Authorization": f"Bearer {token}", "Content-Type": "application/json"},
                        json={"message": {"body": {"contentType": "Text", "content": body}}}).status_code == 202

if __name__ == "__main__":
    if len(sys.argv) < 2: print("Usage: o365_email.py [list|read|send|reply]"); sys.exit(1)
    if sys.argv[1] == "list":
        for e in list_emails("--unread" in sys.argv, 10):
            print(f"{'📬' if not e.get('isRead') else '📖'} {e['receivedDateTime'][:16]} | {e.get('from',{}).get('emailAddress',{}).get('address','?')}")
            print(f"   Subject: {e.get('subject','')}\n   Preview: {e.get('bodyPreview','')[:80]}...\n")


thinking: Good, I have the helper script. Let me run it to list recent emails. I'll get more than 10 to cover the past 24 hours properly.

exec

command:
cd ~/.openclaw/agents/cardone/scripts && python3 -c "
import requests
import json
from datetime import datetime, timedelta

CONFIG = {
    'tenant_id': 'aa37e64c-10f3-456d-b991-f5c47b5ce08e',
    'client_id': '072a499a-d477-4d0a-a020-345bc7b8eee8',
    'client_secret': 'KCs8Q~iXags1O6RfxUCO~82l~2VWhF~wMHuL_apg',
    'user_email': 'chad@cfrfl.com'
}

def get_token():
    url = f\"https://login.microsoftonline.com/{CONFIG['tenant_id']}/oauth2/v2.0/token\"
    data = {'client_id': CONFIG['client_id'], 'client_secret': CONFIG['client_secret'],
            'scope': 'https://graph.microsoft.com/.default', 'grant_type': 'client_credentials'}
    resp = requests.post(url, data=data)
    return resp.json()['access_token']

token = get_token()
headers = {'Authorization': f'Bearer {token}'}

# Get emails from last 24 hours - using filter
yesterday = (datetime.utcnow() - timedelta(hours=24)).strftime('%Y-%m-%dT%H:%M:%SZ')
url = f\"https://graph.microsoft.com/v1.0/users/{CONFIG['user_email']}/messages?\$top=50&\$select=id,subject,from,receivedDateTime,isRead,bodyPreview&\$orderby=receivedDateTime desc&\$filter=receivedDateTime ge {yesterday}\"
resp = requests.get(url, headers=headers)
emails = resp.json().get('value', [])

print(f'Found {len(emails)} emails in past 24 hours\\n')
for e in emails:
    sender = e.get('from',{}).get('emailAddress',{}).get('address','?')
    name = e.get('from',{}).get('emailAddress',{}).get('name','')
    subject = e.get('subject','')[:100]
    preview = e.get('bodyPreview','')[:150].replace('\\n',' ')
    received = e.get('receivedDateTime','')
    read_status = 'UNREAD' if not e.get('isRead') else 'Read'
    print(f'---')
    print(f'FROM: {name} <{sender}>')
    print(f'DATE: {received}')
    print(f'STATUS: {read_status}')
    print(f'SUBJECT: {subject}')
    print(f'PREVIEW: {preview}...')
"


toolName: exec

text:
<string>:24: DeprecationWarning: datetime.datetime.utcnow() is deprecated and scheduled for removal in a future version. Use timezone-aware objects to represent datetimes in UTC: datetime.datetime.now(datetime.UTC).
Found 50 emails in past 24 hours

---
FROM: Tyler Rodman <tyler.rodman@lendinghome.com>
DATE: 2026-02-25T14:06:17Z
STATUS: UNREAD
SUBJECT: Fwd: 7206 Whalens Hideaway Street, Plant City, FL 33565
PREVIEW: Suspense - (Additional Work) - Line 19- Please revise SOW to include budget/description for landscaping clean up as photos show this work is necessary...
---
FROM: Tyler Rodman <tyler.rodman@lendinghome.com>
DATE: 2026-02-25T14:06:17Z
STATUS: Read
SUBJECT: Fwd: 7206 Whalens Hideaway Street, Plant City, FL 33565
PREVIEW: Suspense - (Additional Work) - Line 19- Please revise SOW to include budget/description for landscaping clean up as photos show this work is necessary...
---
FROM: Dr Joshua M Ferraro <noreply@patientconnect365.com>
DATE: 2026-02-25T13:30:48Z
STATUS: UNREAD
SUBJECT: We've missed you...
PREVIEW: Email not displaying correctly? View it in your browser.

 Dr. Joshua M. Ferraro
 813-752-5600

 We've missed you, Chad...

 At Dr. Joshua M. Fer...
---
FROM: Busch Gardens Tampa Bay <buschgardens@m.seaworldparks.com>
DATE: 2026-02-25T13:12:37Z
STATUS: UNREAD
SUBJECT: ⏲ FREE Preschool Card Registration Ends This Saturday, Feb. 28!
PREVIEW: Kids Under 5 Admission is Free!

 View in browser

 Last Chance for Free Admission!

 Don’t miss your chance for unforgettable memories wit...
---
FROM: Busch Gardens Tampa Bay <buschgardens@m.seaworldparks.com>
DATE: 2026-02-25T13:12:37Z
STATUS: UNREAD
SUBJECT: ⏲ FREE Preschool Card Registration Ends This Saturday, Feb. 28!
PREVIEW: Kids Under 5 Admission is Free!

 View in browser

 Last Chance for Free Admission!

 Don’t miss your chance for unforgettable memories wit...
---
FROM: Oliver Rivera <orivera@peakregroup.ccsend.com>
DATE: 2026-02-25T12:48:25Z
STATUS: UNREAD
SUBJECT: New St. Pete Off Market Property Under 170K
PREVIEW: NEW OFF-MARKET PROPERTY PINELLAS COUNTY - ST PETERSBURG

 FOR MORE INFO CONTACT ME DIRECTLY:

 CELL: 754-703-6839

 EMAIL: ORIVERA@PEAKREGROUP.CO...
---
FROM: Wordify <support@wordify.com>
DATE: 2026-02-25T09:01:10Z
STATUS: UNREAD
SUBJECT: Credit Card Payment Failed
PREVIEW: Dear Chad,

 This is a notice that a recent credit card payment we attempted on the card we have registered for you failed.

 Invoice Date: 27th Jan...
---
FROM: Wordify <support@wordify.com>
DATE: 2026-02-25T09:00:55Z
STATUS: UNREAD
SUBJECT: Credit Card Payment Failed
PREVIEW: Dear Chad,

 This is a notice that a recent credit card payment we attempted on the card we have registered for you failed.

 Invoice Date: 27th Dec...
---
FROM: Wordify <support@wordify.com>
DATE: 2026-02-25T09:00:40Z
STATUS: UNREAD
SUBJECT: Credit Card Payment Failed
PREVIEW: Dear Chad,

 This is a notice that a recent credit card payment we attempted on the card we have registered for you failed.

 Invoice Date: 27th Nov...
---
FROM: Your East Walden Lake neighbors <no-reply@is.email.nextdoor.com>
DATE: 2026-02-25T04:26:10Z
STATUS: UNREAD
SUBJECT: Top post: Currently there are at least 2 people canvassing door to door in...
PREVIEW: About 1pm, 2/24/26. They are wearing a version of a reflective vest and claiming to just want to do a vehicle inspection for our...         ...
---
FROM: Teladoc Health <teladocbenefits@email.teladochealth.com>
DATE: 2026-02-25T02:22:32Z
STATUS: UNREAD
SUBJECT: This week’s Health Beat is here, Chad
PREVIEW: Five days of flavorful meals designed to keep your heart strong.
                                                         ...
---
FROM: Klarna <noreply@hello.klarna.com>
DATE: 2026-02-25T00:59:54Z
STATUS: UNREAD
SUBJECT: Reminder: Your first month of unlimited 5G is on us
PREVIEW: Bring your number over by Feb 28 to get your first month free
                                            ...
---
FROM: Klarna <noreply@hello.klarna.com>
DATE: 2026-02-25T00:59:54Z
STATUS: UNREAD
SUBJECT: Reminder: Your first month of unlimited 5G is on us
PREVIEW: Bring your number over by Feb 28 to get your first month free
                                            ...
---
FROM: 2026 Annual Report <renewal@flcorpfiling.com>
DATE: 2026-02-25T00:33:30Z
STATUS: UNREAD
SUBJECT: CFR INVESTMENTS LLC - 2026 Annual Report Filing Notice for L22000398498
PREVIEW: Renew Corporation or LLC

 Dear CFR INVESTMENTS LLC,

 This is your annual reminder of the upcoming deadline for Florida corporate annual renewals f...
---
FROM: Capital One <capitalone@notification.capitalone.com>
DATE: 2026-02-24T23:55:48Z
STATUS: Read
SUBJECT: Chad, your credit score has improved
PREVIEW: We're offering updates about your most recent credit score.                                                             ...
---
FROM: Quickline Capital Partners <info@quicklinecapital.ccsend.com>
DATE: 2026-02-24T23:30:48Z
STATUS: UNREAD
SUBJECT: One Investment Lending Partner
PREVIEW: Rehab, Rental & New Construction Financing Available

 Leading Lender For Creative Financing

 Capital For Every Strategy

 Dear Va...
---
FROM: Survey Research <hello@greatblueresearch.com>
DATE: 2026-02-24T23:01:06Z
STATUS: UNREAD
SUBJECT: Tell Us How We Did – Share Your Feedback with Lakeland Electric
PREVIEW: Hello,

 Thank you for recently contacting Lakeland Electric. We're always striving to provide excellent service, and your feedback helps us understa...
---
FROM: National Real Estate Insurance Group <info@nreig.com>
DATE: 2026-02-24T21:43:13Z
STATUS: UNREAD
SUBJECT: Don’t Overlook These Liability Risks
PREVIEW: Preventing the Three Most Common Liability Claims

 Liability is one of the most significant exposures rental property owners face. Below, we count d...
---
FROM: Admin from 21 Property Group <andrew@21propertygroup.com>
DATE: 2026-02-24T21:35:36Z
STATUS: UNREAD
SUBJECT: Confirm your subscription to 21 Property Group
PREVIEW: Please confirm your email address
 Hello Chad,

 Thank you for your interest in 21 Property Group! Before we start sending you any marketing emails, ...
---
FROM: Auction.com <notifications@adc.auction.com>
DATE: 2026-02-24T21:22:01Z
STATUS: UNREAD
SUBJECT: Just Added: 12633 Shetland Walk Dr Lithia, FL 335470000
PREVIEW: Fresh opportunities are here.

 New Properties In your area!

 Explore these new opportunities. Start your due diligence now and SAVE your favor...
---
FROM: Auction.com <notifications@adc.auction.com>
DATE: 2026-02-24T21:22:01Z
STATUS: UNREAD
SUBJECT: Just Added: 12633 Shetland Walk Dr Lithia, FL 335470000
PREVIEW: Fresh opportunities are here.

 New Properties In your area!

 Explore these new opportunities. Start your due diligence now and SAVE your favor...
---
FROM: Alex Bertram <loan.processing@kiavi.com>
DATE: 2026-02-24T21:19:37Z
STATUS: UNREAD
SUBJECT: Re: Evidence of Insurance Request - 35178395 - 7206 WHALENS HIDEAWAY ST
PREVIEW: HI all, according to our scope of work, we will need vacancy at this point anyway since it will be vacant at closing.

 Thank you,

 Alex Bertra...
---
FROM: Alex Bertram <loan.processing@kiavi.com>
DATE: 2026-02-24T21:19:37Z
STATUS: Read
SUBJECT: Re: Evidence of Insurance Request - 35178395 - 7206 WHALENS HIDEAWAY ST
PREVIEW: HI all, according to our scope of work, we will need vacancy at this point anyway since it will be vacant at closing.

 Thank you,

 Alex Bertra...
---
FROM: shaquia.blair@kiavi.com <shaquia.blair@kiavi.com>
DATE: 2026-02-24T21:14:18Z
STATUS: UNREAD
SUBJECT: Re: Re: Evidence of Insurance Request - 35178395 - 7206 WHALENS HIDEAWAY ST
PREVIEW: Thank you for your email. I am currently out of the office and will return on [2/27]. My emails are being monitored in my absence.

 For Loan-Level M...
---
FROM: shaquia.blair@kiavi.com <shaquia.blair@kiavi.com>
DATE: 2026-02-24T21:14:18Z
STATUS: UNREAD
SUBJECT: Re: Re: Evidence of Insurance Request - 35178395 - 7206 WHALENS HIDEAWAY ST
PREVIEW: Thank you for your email. I am currently out of the office and will return on [2/27]. My emails are being monitored in my absence.

 For Loan-Level M...
---
FROM: Tyler Rodman <tyler.rodman@lendinghome.com>
DATE: 2026-02-24T21:14:05Z
STATUS: Read
SUBJECT: 7206 Whalens Hideaway Street, Plant City, FL 33565
PREVIEW: Hello,

 Please log into the Kiavi portal and adjust the following on the SOW:

 Suspense - (Additional Work) - Line 19- Please revise SOW to incl...
---
FROM: Tyler Rodman <tyler.rodman@lendinghome.com>
DATE: 2026-02-24T21:14:05Z
STATUS: Read
SUBJECT: 7206 Whalens Hideaway Street, Plant City, FL 33565
PREVIEW: Hello,

 Please log into the Kiavi portal and adjust the following on the SOW:

 Suspense - (Additional Work) - Line 19- Please revise SOW to incl...
---
FROM: Chad Rogers </O=EXCHANGELABS/OU=EXCHANGE ADMINISTRATIVE GROUP (FYDIBOHF23SPDLT)/CN=RECIPIENTS/CN=2B018F6055F04A9FB9957D31FD189D20-528A22B2-BA>
DATE: 2026-02-24T21:13:40Z
STATUS: Read
SUBJECT: Re: Evidence of Insurance Request - 35178395 - 7206 WHALENS HIDEAWAY ST
PREVIEW: Courtney evidently cannot bind without a four-point inspection. Working on finding another policy that won't require.

 Thanks,

 ________________...
---
FROM: Alex Bertram <loan.processing@kiavi.com>
DATE: 2026-02-24T21:04:06Z
STATUS: UNREAD
SUBJECT: Re: Evidence of Insurance Request - 35178395 - 7206 WHALENS HIDEAWAY ST
PREVIEW: Hi Courtney,
 I see that Chad gave his permission to bind a few days ago, are you waiting for something else from him?

 Thank you,

 Alex Bertr...
---
FROM: Alex Bertram <loan.processing@kiavi.com>
DATE: 2026-02-24T21:04:06Z
STATUS: Read
SUBJECT: Re: Evidence of Insurance Request - 35178395 - 7206 WHALENS HIDEAWAY ST
PREVIEW: Hi Courtney,
 I see that Chad gave his permission to bind a few days ago, are you waiting for something else from him?

 Thank you,

 Alex Bertr...
---
FROM: Alex Bertram <loan.processing@kiavi.com>
DATE: 2026-02-24T20:57:43Z
STATUS: UNREAD
SUBJECT: Re: Evidence of Insurance Request - 35178395 - 7206 WHALENS HIDEAWAY ST
PREVIEW: HI Courtney,
 Please may we have an update on the bound policy for review?

 Thank you,

 Alex Bertram
 Loan Analyst
 Phone: 415.930.4779
 Fax: ...
---
FROM: Alex Bertram <loan.processing@kiavi.com>
DATE: 2026-02-24T20:57:43Z
STATUS: UNREAD
SUBJECT: Re: Evidence of Insurance Request - 35178395 - 7206 WHALENS HIDEAWAY ST
PREVIEW: HI Courtney,
 Please may we have an update on the bound policy for review?

 Thank you,

 Alex Bertram
 Loan Analyst
 Phone: 415.930.4779
 Fax: ...
---
FROM: Palladium Investments Inc. <Dispositions@palladiuminvestments.com>
DATE: 2026-02-24T19:59:01Z
STATUS: UNREAD
SUBJECT: NEW PROPERTY FOR SALE  -  14195 Presteign Ln, Spring Hill, FL 34609
PREVIEW: Palladium Investments Inc. Offer Email For Investors
 View it in your browser

   *   Roof: Fair condition 2012
   *   Plumbing: Go...
---
FROM: Palladium Investments Inc. <Dispositions@palladiuminvestments.com>
DATE: 2026-02-24T19:42:59Z
STATUS: UNREAD
SUBJECT: NEW LAND LOT FOR SALE  -  7343 S Dayton Point, Lecanto, FL 34461
PREVIEW: Palladium Investments Inc. Offer Email For Investors
 View it in your browser

   *   5.02-acre wooded vacant residential parcel of...
---
FROM: Palladium Investments Inc. <Dispositions@palladiuminvestments.com>
DATE: 2026-02-24T19:27:37Z
STATUS: UNREAD
SUBJECT: NEW PROPERTY FOR SALE  -  9682 Guidy Ln, Pensacola, FL 32514
PREVIEW: Palladium Investments Inc. Offer Email For Investors
 View it in your browser

   *   Roof – Architectural shingle (2021). Overall ...
---
FROM: support@TenantBackgroundSearch.com <support@TenantBackgroundSearch.com>
DATE: 2026-02-24T18:41:02Z
STATUS: Read
SUBJECT: Your Tenant Background Search investigation has been completed.
PREVIEW: Dear Chad Rogers,

 The Tenant Screening Comprehensive Investigation you ordered for "Shirley Cowan" was completed on Tuesday 02/24/2026 12:40 PM.

...
---
FROM: support@TenantBackgroundSearch.com <support@TenantBackgroundSearch.com>
DATE: 2026-02-24T18:41:01Z
STATUS: UNREAD
SUBJECT: Your Tenant Background Search investigation has been completed.
PREVIEW: Dear Chad Rogers,

 The Tenant Screening Comprehensive Investigation you ordered for "Tamarah Snapp" was completed on Tuesday 02/24/2026 12:40 PM.

...
---
FROM: auto@tenantBackgroundSearch.com <auto@tenantBackgroundSearch.com>
DATE: 2026-02-24T18:04:19Z
STATUS: UNREAD
SUBJECT: Your Tenant Background Search account confirmation
PREVIEW: Thank you for setting up a new account with Tenant Background Search!

 Here are your account credentials:

 User Name: Chad@cfrfl.com

 Please use...
---
FROM: Andre Ruiz <aruiz@americancountertop.com>
DATE: 2026-02-24T17:04:43Z
STATUS: UNREAD
SUBJECT: RE: [EXTERNAL EMAIL] 5048 Rollinglen Loop E - Countertop Quote
PREVIEW: Perfect, our operations manager just went on lunch so as soon as he is back I will get this to him and he can give me a date.

 Thank You,

 Andre R...
---
FROM: Andre Ruiz <aruiz@americancountertop.com>
DATE: 2026-02-24T17:04:43Z
STATUS: Read
SUBJECT: RE: [EXTERNAL EMAIL] 5048 Rollinglen Loop E - Countertop Quote
PREVIEW: Perfect, our operations manager just went on lunch so as soon as he is back I will get this to him and he can give me a date.

 Thank You,

 Andre R...
---
FROM: Chad Rogers </O=EXCHANGELABS/OU=EXCHANGE ADMINISTRATIVE GROUP (FYDIBOHF23SPDLT)/CN=RECIPIENTS/CN=2B018F6055F04A9FB9957D31FD189D20-528A22B2-BA>
DATE: 2026-02-24T17:03:00Z
STATUS: Read
SUBJECT: RE: [EXTERNAL EMAIL] 5048 Rollinglen Loop E - Countertop Quote
PREVIEW: Yep all single.

 From: Andre Ruiz <aruiz@americancountertop.com>
 Sent: Tuesday, February 24, 2026 12:03 PM
 To: Chad Rogers <chad@cfrfl.com>
 Cc: R...
---
FROM: Andre Ruiz <aruiz@americancountertop.com>
DATE: 2026-02-24T17:02:57Z
STATUS: UNREAD
SUBJECT: RE: [EXTERNAL EMAIL] 5048 Rollinglen Loop E - Countertop Quote
PREVIEW: Got it, are all faucets single hole?

 Thank You,

 Andre Ruiz

 American Countertop, Inc.
 6811 S 78th St
 Riverview, FL 33578
 Office: 813-242-...
---
FROM: Andre Ruiz <aruiz@americancountertop.com>
DATE: 2026-02-24T17:02:57Z
STATUS: Read
SUBJECT: RE: [EXTERNAL EMAIL] 5048 Rollinglen Loop E - Countertop Quote
PREVIEW: Got it, are all faucets single hole?

 Thank You,

 Andre Ruiz

 American Countertop, Inc.
 6811 S 78th St
 Riverview, FL 33578
 Office: 813-242-...
---
FROM: Chad Rogers </O=EXCHANGELABS/OU=EXCHANGE ADMINISTRATIVE GROUP (FYDIBOHF23SPDLT)/CN=RECIPIENTS/CN=2B018F6055F04A9FB9957D31FD189D20-528A22B2-BA>
DATE: 2026-02-24T16:58:00Z
STATUS: Read
SUBJECT: RE: 5048 Rollinglen Loop E - Countertop Quote
PREVIEW: Andre,

 This is approved. Can you give me an ETA for install?

 Rambo,

 See attached, can you get by and move these outlets?

 Thanks,

 ...
---
FROM: Andre Ruiz <aruiz@americancountertop.com>
DATE: 2026-02-24T16:54:47Z
STATUS: UNREAD
SUBJECT: RE: 5048 Rollinglen Loop E - Countertop Quote
PREVIEW: Hi Chad,

 Attached are the drawings for review and approval. Please see the notes below for verification.

   *   Verify kitchen faucet spread an...
---
FROM: Andre Ruiz <aruiz@americancountertop.com>
DATE: 2026-02-24T16:54:47Z
STATUS: Read
SUBJECT: RE: 5048 Rollinglen Loop E - Countertop Quote
PREVIEW: Hi Chad,

 Attached are the drawings for review and approval. Please see the notes below for verification.

   *   Verify kitchen faucet spread an...
---
FROM: Your East Walden Lake neighbors <no-reply@rs.email.nextdoor.com>
DATE: 2026-02-24T16:03:41Z
STATUS: UNREAD
SUBJECT: Top post: @just happen at 3:00 on parsons Ave between Martin l.king and Hwy...
PREVIEW:                                                                            ...
---
FROM: Space Coast Credit Union <email@email.sccu.com>
DATE: 2026-02-24T15:39:10Z
STATUS: UNREAD
SUBJECT: Exclusive Savings Await: Unlock 0.25% Off Your Mortgage Rate Now!
PREVIEW: Kick Off Homebuying Season with Big Savings.
 To view this email as a web page, go here.

 Hi Chad,

 We’re excited to share an exclusiv...
---
FROM: Smith & Wesson <service@mc.smith-wesson.com>
DATE: 2026-02-24T15:32:25Z
STATUS: UNREAD
SUBJECT: S&W Gear 40% OFF Ends Tonight!
PREVIEW: Your chance to score 40% OFF select Smith & Wesson Accessories gear Ends Tonight!

 NEW
 RECREATION
 KNIVES
 SHOOTING ACCS.

 Your chance to score...
---
FROM: Beeline <hello@makeabeeline.com>
DATE: 2026-02-24T15:02:27Z
STATUS: UNREAD
SUBJECT: 4 ways to boost rental property cash flow
PREVIEW: View online

 Hey Chad,

 If you own rental property, here’s the truth:

 Small tweaks can create big monthly gains.

 You don’t always need a...

status: completed


thinking:
I have a good overview of the emails from the past 24 hours. Let me summarize the important ones:

**URGENT/ACTION REQUIRED:**
1. **Tyler Rodman @ LendingHome** - Multiple emails about 7206 Whalens Hideaway St, Plant City - SOW needs revision for landscaping cleanup budget. This is from Kiavi/lender - needs action.

2. **Wordify** - 3 payment failed notices for hosting/services. Credit card on file is declining. This needs attention to avoid service disruption.

3. **Florida Annual Report Filing** - CFR INVESTMENTS LLC annual report filing notice - this is a legal compliance item.

4. **Kiavi (Alex Bertram)** - Evidence of Insurance request for 7206 Whalens Hideaway - they're waiting on bound policy. Courtney couldn't bind without four-point inspection, Chad is working on finding another policy.

**BUSINESS/ACTION ITEMS:**
5. **American Countertop (Andre Ruiz)** - Countertop quote for 5048 Rollinglen Loop E - Chad approved, waiting on install date. Need to move outlets.

6. **Tenant Background Search** - Two tenant screenings completed: Shirley Cowan and Tamarah Snapp - ready for review.

7. **Oliver Rivera @ Peak ReGroup** - Off-market property in St. Pete under $170K

8. **Palladium Investments** - Multiple property listings (Spring Hill, Lecanto land, Pensacola)

**MARKETING/JUNK (skip):**
- Busch Gardens preschool card
- Teladoc health newsletter
- Klarna 5G offer
- Space Coast Credit Union promo
- Smith & Wesson sale
- Beeline newsletter
- National Real Estate Insurance Group newsletter
- Nextdoor posts
- 21 Property Group subscription confirmation
- Lakeland Electric survey
- Quickline Capital Partners marketing

Let me provide a clean summary.

text:
## 📧 DAILY EMAIL BRIEFING — Wednesday, Feb 25, 2026

---

### 🚨 **URGENT / ACTION REQUIRED**

**1. KIAVI LOAN — 7206 Whalens Hideaway St, Plant City**
- **From:** Tyler Rodman (LendingHome/Kiavi) & Alex Bertram (Kiavi)
- **Issue:** Scope of Work (SOW) needs revision — Line 19 requires landscaping cleanup budget/description. Also need Evidence of Insurance bound.
- **Status:** Courtney couldn't bind insurance without four-point inspection; Chad is finding alternate policy.
- **Action:** Log into Kiavi portal and update SOW with landscaping budget. Continue working on insurance.

**2. WORDIFY — PAYMENT FAILURES (3 invoices)**
- **From:** support@wordify.com
- **Issue:** Credit card on file declining for Nov, Dec, Jan invoices.
- **Action:** Update payment method or verify card status to avoid service disruption.

**3. FLORIDA ANNUAL REPORT — CFR INVESTMENTS LLC**
- **From:** renewal@flcorpfiling.com
- **Issue:** Annual report filing reminder for L22000398498
- **Action:** File annual report to maintain good standing. **Deadline approaching.**

---

### 📋 **BUSINESS ITEMS**

**4. COUNTERTOP — 5048 Rollinglen Loop E**
- **From:** Andre Ruiz (American Countertop)
- **Status:** Quote approved. Waiting on install date from operations manager.
- **Action:** Rambo needs to move outlets before install. Follow up on install ETA.

**5. TENANT SCREENINGS COMPLETED**
- **From:** TenantBackgroundSearch.com
- **Ready for review:** Shirley Cowan & Tamarah Snapp
- **Action:** Review reports and make leasing decisions.

---

### 🏠 **INVESTMENT OPPORTUNITIES**

**6. Off-Market Property — St. Petersburg**
- **From:** Oliver Rivera (Peak ReGroup)
- **Details:** Under $170K, Pinellas County
- **Contact:** 754-703-6839, orivera@peakregroup.com

**7. Palladium Investments Listings:**
- 14195 Presteign Ln, Spring Hill, FL 34609 (roof 2012)
- 7343 S Dayton Point, Lecanto, FL 34461 (5.02-acre lot)
- 9682 Guidy Ln, Pensacola, FL 32514 (roof 2021)

---

### 📊 **GOOD NEWS**
- **Capital One:** Credit score has improved! 👍

---

### ⏭ **SUMMARY — TOP PRIORITIES**
1. ✅ **Revise SOW in Kiavi portal** — add landscaping budget for 7206 Whalens Hideaway
2. ✅ **Fix Wordify payment** — 3 failed charges, service at risk
3. ✅ **File CFR INVESTMENTS LLC annual report** — compliance deadline
4. ⏳ **Confirm countertop install date** — coordinate outlet move with Rambo
5. ⏳ **Review tenant screenings** — Shirley Cowan & Tamarah Snapp

stopReason: stop