action: finished

status: ok

summary:
📬 **DAILY EMAIL BRIEFING — Tuesday, Feb 24, 2026**

---

## 🔴 URGENT / ACTION REQUIRED

### 1. **7206 Whalens Hideaway — CLOSING DELAYED**
- **Kiavi (Alex Bertram)**: Closing was TODAY but has been pushed 4 business days due to missing items
- **What's needed**: Insurance evidence, make/model/serial numbers for the mobile home
- **Status**: You sent docs at 3:42 PM yesterday, Alex confirmed receipt

### 2. **Insurance Roadblock for Whalens Hideaway**
Multiple agents responded to your FMAP request, but there's a problem:
- **Courtney Barnes (Higginbotham)**: Can't bind coverage without make/model and serial numbers — "3 weeks post purchase would not qualify as occupied upon purchase"
- **Bo Thomas (Insurance Market)**: Requires 4-point inspection — says it's required by ALL carriers
- **Three Bridges Insurance**: Reached out, asking for declaration page or call at 813-670-9000
- **Allstate (Phillip Bosurgi)**: Needs 4-point inspection and roof replacement date

⚠ **Tyler Sheffield** (New Western wholesaler) provided deed showing "Fleet" as manufacturer, but insurance remains unresolved.

---

## 🟡 NEEDS ATTENTION

### 3. **Wordify — Payment Failed ($20 total)**
- Two unpaid invoices: #23852 (Jan 27) + #22598 (Nov 27)
- $10 each — need to update payment method in client area

### 4. **CFR INVESTMENTS LLC — 2026 Annual Report Due**
- Florida corporate annual renewal reminder (Entity L22000398498)
- Mandatory filing — check Sunbiz for deadline

### 5. **Taconic Psychiatry — New Announcement**
- Sign in to portal to read announcement

---

## ✅ FYI / RESOLVED

- **320 N Citrus Grove Blvd (Polk City)**: Chasity Guinn confirmed cleanup complete. You're working on the permit. Bob Baker acknowledged.
- **Venmo**: Paid Shannon Williamson $35.00 yesterday

---

**PRIORITY FOR TODAY**: Resolve insurance for Whalens Hideaway mobile home — get make/model/serial numbers to agents or find carrier that covers distressed/flip properties without 4-point inspection.

provider: anthropic


summary:
## 📧 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:*…

provider: zai


summary:
Based on the email review, here's your morning briefing:

---

## 📧 MORNING EMAIL BRIEFING — Thursday, February 26, 2026

### 🔴 **URGENT: 7206 Whalens Hideaway St — Closing Failed / $7,500 Demand**

**The Situation:** You've sent a **formal demand for return of your $7,500 down payment** citing fraudulent inducement and FDUTPA violations to Tyler Sheffield, Alex Kay, Nick Balzano (New Western / Pinellas Equities).

**Immediate Action Required:**
- **CANCEL Kin Insurance Policy** — Christian Luecke (Kin) says to email **support@kin.com** with:
  - Property address: 7206 Whalens Hideaway St
  - Subject line with address
  - Date you want to cancel
- There's a self-inspection request for photos within 7 days — **ignore this** if you're cancelling
- Kiavi (Alex Bertram) was still processing loan docs — may need to formally notify them the deal is dead

---

### 🟡 **Action Items**

| Priority | Item | Details |
|----------|------|---------|
| **High** | Wordify payments failed | 3 months of failed $10 charges (Nov/Dec/Jan). Update payment method at wordify.com |
| **Medium** | St Pete off-market deal | Oliver Rivera @ Peak RE Group has an investor special @ $169,990. Cell: 754-703-6839 |
| **Low** | Discover cash back | $263.42 available to redeem at Amazon.com |

---

### ✅ **Already Handled**
- **Sam Morril tickets (tonight 8:30pm @ Tampa Theatre)** — Chelsea Schnepp picking up (order #443274308)

---

### 🗑 **Filtered Out** (marketing/junk)
- The Flowery, Nextdoor, Klarna, Mailgun newsletter, South Auction, AAA "Road Safety Rewards" spam, Tivly credit card offers, Omi AI

---

**Bottom Line:** Focus on the Kin cancellation email and the $7,500 demand follow-up. Everything else is noise.


status: error

error: cron: job execution timed out

deliveryStatus: unknown


summary:
---

## 📧 DAILY EMAIL BRIEFING — Saturday, February 28, 2026

### 🔥 URGENT / ACTION REQUIRED

**1. WHALENS HIDEAWAY SETTLEMENT — Response Pending**
- Justin Oravetz (Deputy General Counsel, Manpow) agreed to refund $7,500 deposit
- Chad accepted terms yesterday (mutual release + withdraw DBPR/FREC complaints)
- **ACTION NEEDED:** Waiting on settlement draft from Justin/Manpow — follow up if not received by Monday

**2. WORDIFY — PAYMENT FAILURES + OVERDUE**
- Invoice #24462 ($10) is OVERDUE as of Feb 27
- Multiple credit card payment attempts failed
- **ACTION:** Update payment method at Wordify client area to avoid service disruption

**3. BOI FILING — CORVUS CONSTRUCTION INC**
- Mandatory Beneficial Ownership Information filing for P25000059100
- Repeated reminders — this is a federal compliance requirement
- **ACTION:** File or confirm already filed

---

### ⚠ FINANCIAL / PAYMENTS

| Item | Status | Action |
|------|--------|--------|
| **Capital One Business** | Payment due | Pay now to avoid late fees |
| **Discover Card** | Income update requested | Update income for potential credit line increase |
| **CareCredit/Synchrony** | Monthly statement ready | Review if needed |
| **Discover Cash Back** | $263.42 available | Redeem at Amazon or statement credit |

---

### 📋 BUSINESS UPDATES

**Kiavi Loan #35178395 — WITHDRAWN**
- Property: 7206 Whalens Hideaway St, Plant City
- Loan application withdrawn (ties to settlement above)

**Quote from Tivly**
- Julie sent a quote for CFR Investments LLC ("no call needed")
- Review when ready

---

### 🏠 PROPERTIES FOR SALE

1. **8350 Savannah Trace Circle, #206, Tampa, FL 33615** — Auction.com
2. **1007 Cristelle Jean Drive, Ruskin, FL 33570** — Auction.com
3. **11514 Bee Hive Ln, Port Richey, FL 34668** — Palladium Investments

---

### 🗑 SKIPPED (Marketing/Junk)
- Nextdoor neighborhood posts
- Busch Gardens promos
- The Flowery drops
- Zach Bryan merch
- Spotify promos (likely spam)
- Bert Kreischer cruise
- EG4 …

deliveryStatus: delivered


error: Connection error.

summary: Connection error.

deliveryStatus: not-delivered

deliveryError: Connection error.


summary:
**MORNING EMAIL BRIEFING**
Monday, March 2, 2026 — 9:07 AM ET

**22 emails in past 24 hours | 21 UNREAD**

---

**🔥 URGENT / ACTION REQUIRED:**

**1. CELSIUS DISTRIBUTION PENDING** 📖 UNREAD
- Subject: "Your Celsius distribution is pending"
- From: Celsius Distribution <info@mellostudio.com>
- Case No. 22-10964 (MG) — U.S. Bankruptcy Court, Southern District of New York
- **Action Required:** Distribution is ready — needs claim/filing action

**2. CORVUS CONSTRUCTION INC — ANNUAL REPORT FILING** 📖 UNREAD
- Subject: "2026 Annual Report Filing Notice for P25000059100"
- From: 2026 Annual Report <renewal@flcorpfiling.com>
- **Action Required:** Florida corporate annual renewal deadline approaching
- Deadline not specified in preview — check full email for due date

---

**💳 PAYMENT ISSUES:**

**3. WORDIFY — 4 FAILED CREDIT CARD PAYMENTS** 📖 UNREAD 📎
- Invoices failed: Nov 27, Dec 27, Jan 27, Feb 27
- **Action Required:** Update payment method on Wordify account to avoid service disruption

---

**📊 FYI / LOWER PRIORITY:**

- **AAA Free Car Emergency Kit Offer** — Marketing, limited time
- **Property Marketing Report: LOT 3 NE CHERVIL DRIVE, Lee, FL 32059** — Traffic report from ListHub

---

**TOP 2 ACTION ITEMS FOR TODAY:**
1. ✅ File Celsius bankruptcy claim/distribution (time-sensitive)
2. ✅ File Corvus Construction Inc Florida annual report (check deadline)
3. ✅ Update Wordify payment method (4 failed charges)

---

*Briefing complete. 21 unread emails remaining.*


summary:
Based on the email scan, here's the briefing:

---

## 📧 DAILY EMAIL BRIEFING — Tuesday, March 3, 2026

### 🔴 URGENT — Action Required Today

**1. FLORIDA DRE COMPLAINTS — Mark Geier (DBPR)**
- **FROM:** Mark.Geier@myfloridalicense.com
- **SUBJECT:** DRE Complaints 2026014368, 2026014371, 2026014373
- **STATUS:** UNREAD, has attachment 📎
- **ACTION:** Open immediately. Three complaints from Florida Division of Real Estate. This is regulatory — respond promptly.

---

### 🟠 TIME-SENSITIVE — This Week

**2. PERMIT EXPIRING — 1305 Jumana Loop**
- **FROM:** HillsGovDev@HCFLGov.net
- **DEADLINE:** March 10, 2026 (7 days)
- **ACTION:** Log into HillsGovHub to extend or complete work before expiration.

**3. COUNTERTOP INSTALL — 5048 Rollinglen Loop**
- **FROM:** Marina Montero (American Countertop)
- **DATE:** Tomorrow — Wednesday, March 4
- **STATUS:** Confirmed by Chad. No action needed unless something changed.

**4. KIN INSURANCE SELF-INSPECTION**
- **FROM:** Kin Insurance
- **DEADLINE:** 48 hours remaining
- **ACTION:** Complete self-inspection online or policy may be affected.

---

### 🟡 IN PROGRESS — Monitor

**5. WIRE RETURN SETTLEMENT — 7206 Whalens Hideaway St**
- **FROM:** Justin Oravetz (Manpow)
- **STATUS:** Settlement agreement fully executed. They are processing wire transfer. Expect confirmation when funds sent.

**6. DEREK VAN DAM (Capital Home Mortgage)**
- **SUBJECT:** Documents Still Needed
- **STATUS:** Acknowledged receipt. Follow up if Rocket Mortgage statement was sent.

---

### 💳 PAYMENT ISSUES

**7. WORDIFY — Card Declined (4 months)**
- $10/month charges failing since Nov 2025 (~$40 past due)
- **ACTION:** Update payment method or cancel if not needed.

---

### 🗑 Skipped (Marketing/Junk)
- Capital Funding (lender ad), South Auction, Busch Gardens, Signature Solar, Brandon Ford, Costco, insurance ads, etc.

---

**SUMMARY:**
🔥 Top priority: Open the **DRE complaints attachment** — regulatory matters don't wait.
⏰ This week: Permit ex…


summary:
Here's the morning briefing:

---

## 📧 MORNING EMAIL BRIEFING — Wednesday, March 4, 2026

### 🔴 URGENT — ACTION REQUIRED TODAY

**1. Capital One Business Card — Payment Due TODAY**
- Payment due March 4, 2026 (TODAY)
- Avoid late fee — make payment immediately

**2. Wordify — Multiple Payment Failures (4 invoices)**
- Credit card on file is declining
- Invoices overdue: Nov, Dec, Jan, Feb — $10 each = **$40 total**
- Login to update payment method and clear balance
- *This is a second overdue notice — account may be at risk*

**3. Florida Annual Report — CFR INVESTMENTS LLC**
- 2026 Annual Report NOT filed (effective Feb 20, 2026)
- Official notice from Florida Division of Corporations
- **Deadline: Must file or risk dissolution/administrative dissolution**
- File at SunBiz.org

---

### 🟡 ACTION ITEMS WITH DEADLINES

| Item | Deadline | Action |
|------|----------|--------|
| Capital One payment | Today (Mar 4) | Pay now |
| Wordify invoices | ASAP | Update card, pay $40 |
| FL Annual Report | Before May 1 | File at sunbiz.org |
| Ford EV Charger offer | Expires soon | Claim if wanted |
| GreenGeeks renewal | Due by Apr 3 | $371.40 for chadallenrogers.com domain + hosting |

---

### 💰 FINANCIAL / STATEMENTS TO REVIEW

- **SCCU** — Monthly statement available
- **Vanguard** — Statement ready to view
- **Bahr's Propane** — Statement attached (already read)
- **Capital One** — $200 payment scheduled Mar 3 (should be processed)
- **MIDFLORIDA CU** — $7.00 pending charge at Canteen Vending, Tampa

---

### 🏠 REAL ESTATE OPPORTUNITY

**Off-Market Property — Sarasota**
- Address: XXXX Mesa Way, Sarasota, FL 34233
- Asking: **$225,000**
- Contact: Oliver Rivera | 754-703-6839 | orivera@peakregroup.com
- Photos available on request

---

### 🔒 SECURITY ALERT

- **Google** — New sign-in detected on iPhone for crogers2287@gmail.com
- *If this wasn't you, secure the account immediately*

---

### 🗑 SKIPPED (Marketing/Promotions)

Nextdoor posts, Adventure Island prom…


summary:
---

## 📊 MORNING EMAIL BRIEFING
**Thursday, March 5, 2026 — 9:03 AM ET** | 50 emails in past 24h

---

### 🚨 URGENT — Action Required

**1. WORDIFY — Service Suspension Imminent**
- **Status:** Third overdue invoice, credit card payment failing repeatedly
- **Received:** 9:00–9:04 AM UTC (4+ failed payment notices)
- **Action:** Update payment method immediately or risk service suspension
- 📎 Has attachments (invoices)

---

### 📩 Unread Emails Needing Attention

**2. New Off-Market Property — Sarasota**
- **From:** Oliver Rivera (Peak RE Group)
- **Received:** 8:06 AM ET
- **Action:** Review if this fits acquisition criteria

**3. USPS Package Arriving TODAY**
- **Tracking:** 92612902938025541400000455
- **Delivery Window:** 11:15 AM – 3:15 PM ET (or by 9 PM)
- **Action:** Ensure someone's available to receive

**4. Google Store Financing Auto-Payment Reminder**
- **From:** Synchrony Bank
- **Received:** 8:12 AM ET
- **Note:** Automatic payment processing soon — verify funds available

---

### 📋 Ongoing Threads (Already Read)

**5. Documents Still Needed — Derek Van Dam (CHM)**
- Thread with Chad cc'd — likely lender/title doc requests
- **Action:** Follow up if you haven't sent requested docs

**6. Monthly ACH — Derek Van Dam (CHM)**
- Payment/ACH coordination in progress

---

### 🗑 Skipped (Marketing/Junk)

- Margaritaville resort promo
- Omi AI product update
- Shopify store launch notification

---

**🎯 TODAY'S PRIORITIES:**
1. ⚡ Fix Wordify payment NOW — service about to be suspended
2. 📄 Get docs to Derek Van Dam if outstanding
3. 🏠 Review Sarasota off-market deal
4. 📦 Be around for USPS delivery 11 AM–3 PM

---

Briefing complete. ⚡


summary:
📧 **MORNING EMAIL BRIEFING — Friday, March 6, 2026**
*50 emails in last 24 hours | Filtered for action items*

---

## 🚨 URGENT — Requires Immediate Action

**1. WORDIFY — Credit Card Payment Failed** ⚠
- **4 duplicate emails** about failed payment
- Has attachments (likely invoices)
- Action: Update payment method ASAP to avoid service disruption

**2. SimpleNexus — Econsent Required**
- Your Econsent is needed to move your loan forward
- Action: Click through and provide consent to unblock loan progress

**3. BOI Filing — Corvus Construction Inc**
- Mandatory Beneficial Ownership Information filing required
- Reference: P25000059100
- Action: Federal compliance requirement — file immediately

---

## 📋 ACTION ITEMS — Business Critical

**4. CFR INVESTMENTS LLC — 2026 Annual Report**
- Filing notice for L22000398498
- Action: File annual report with Florida (deadline likely approaching)

**5. Chase Crawford (Brokers Title) — Portfolio REFI**
- Multiple emails yesterday (5:44 PM - 5:51 PM ET)
- Action: Review and respond to title company on refinance details

**6. Derek Van Dam (CHM) — Monthly ACH**
- Replied regarding monthly ACH payments
- Action: Confirm/follow up on ACH arrangement

**7. Kin Insurance — Refund On The Way**
- Good news — refund processing
- Action: Monitor for receipt

**8. Plaid/Checkbook.io — Bank Account Connected**
- Bank account linked via Plaid
- Action: Verify this was intentional (security check)

---

## 📰 FOR YOUR AWARENESS

**Real Estate / Lending:**
- Kiavi: New account manager assigned (Clay Johnson) + March investing insights
- Quickline Capital: Rental loan rates are dropping
- Rocket Loans: Special pricing offer
- Auction.com: Property at 4521 Tarpon Drive, Tampa FL 33617
- Chris Perreault: Flip opportunity near Pasadena in St. Pete

**Properties:**
- Nomad: Updated rent estimates for 956 Southern Ave
- HillsGovHub: Inspection completed on HC-BLD-25-0072761 ✅

**Housekeeping:**
- Bank of America: Credit card payment due soon
…


summary:
---

## ☀ MORNING EMAIL BRIEFING — Saturday, March 7, 2026

### 🔴 URGENT — Action Required

**1. Wordify — Multiple Payment Failures (3 months)**
- Dec 2025, Jan 2026, Feb 2026 invoices all failed ($10 each)
- **Action:** Update payment method on file immediately to avoid service disruption

**2. CORVUS CONSTRUCTION INC — Mandatory BOI Filing**
- Federal requirement under Corporate Transparency Act
- Reference: P25000059100
- **Action:** Submit Beneficial Ownership Information Report ASAP — penalties for non-compliance

**3. Simply Business Insurance — Payment Due Tuesday**
- $77.44 automatic payment coming up
- **Action:** Ensure funds available; verify payment method

---

### 🏦 PORTFOLIO REFI — Active Transaction

**Brokers Title of Florida (Chase Crawford) + CHM (Derek Van Dam)**

Three properties in refinance pipeline:
- **320 North Citrus Grove Boulevard**
- **5048 Rollinglen Loop East**
- **956 Southern Avenue**

**Status:**
- Net sheets received from Chase (attached to emails)
- Derek is disclosing all three files to processors
- Chase notes: They don't pad invoices — what you see for 3rd party services is actual cost
- **Wire fraud warning:** They do NOT email wiring instructions — call title company directly

**Action Items:**
- Review net sheets
- Complete Qualia portal access for all 3 properties (links in emails from 6:26 PM yesterday)
- If this becomes one loan, Chase can consolidate net sheets

---

### 📋 FINANCIAL & ADMIN

| Item | Status |
|------|--------|
| Capital One Venture | ✅ Payment received |
| Discover Card | ⚠ Activate 5% cash back (Restaurants + Home Improvement, Apr-Jun) |
| Vanguard IRA | Reminder: $7,000 contribution limit for 2025 tax year |
| MIDFLORIDA | Monthly eStatement ready to view |

---

### 🏠 REAL ESTATE LEADS

**Auction.com recommendations:**
- 4521 Tarpon Drive, Tampa FL 33617
- 1007 Cristelle Jean Drive, Ruskin FL 33570

---

### ✅ RESOLVED / INFO ONLY

- **Kin Insurance (Christian Luecke):** Confirmed cancellation…