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Safeguard - Subsequent Vacant Inspection Workflow [108h]

project 90e3bc7f28f0d394

Normalized: safeguard subsequent vacant inspection workflow 108h

hubspot moreland_contracts moreland_dashboard moreland_dashboard_demand toggl

Entity Properties (gold project table)

project_id

90e3bc7f28f0d394

name

Safeguard - Subsequent Vacant Inspection Workflow [108h]

client_id

eab0434446454faa

canonical_metadata

—

created_at

2026-03-18 14:20:01.264668+00:00

updated_at

2026-03-18 14:20:01.264668+00:00

status

active

billable

Yes

recurring

squad

Firestarter

qa_partner

—

project_manager

—

lead_dev

—

description

—

state

—

team_name

—

closedate

—

dealstage

—

deal_amount

—

contract_type

—

contract_hourly_rate

—

contract_estimated_hours

—

contract_total_fee

—

35%

Moderate — a somewhat similar entity exists

97%

Strong source linkage

Source Mappings (54)

	Source	Source ID	Display Name	Confidence	Method	Status
	hubspot	62750654548	Subsequent Vacant Inspection	0.80	fuzzy+embedding	Active
	hubspot	62750592136	Safeguard - Subsequent Vacant Inspection	0.80	fuzzy+embedding	Active
	moreland_contracts	e8ceb432f4eff0487d9f71eb294ef099	Subsequent Vacant Inspection Workflow	0.80	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash e8ceb432f4eff0487d9f71eb294ef099 file_name Safeguard-AL-Subsequent-Vacant-Inspection-Workflow (1).docx.pdf file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Safeguard/Contracts/Safeguard-AL-Subsequent-Vacant-Inspection-Workflow%20(1).docx.pdf company Safeguard Properties project_name Subsequent Vacant Inspection Workflow contact_person — contract_type time_and_materials hourly_rate 215.0 estimated_hours 120.0 total_fee_estimate 25800.0 brief_project_description Consulting services to assist Safeguard with the Subsequent Vacant Inspection orchestration on the Foundation platform. start_date — extracted_at 2026-09-01T02:13:43.244009+00:00 raw_text_preview ARRANGEMENT LETTER Page 1 of 5 February 24, 2026 Re: Subsequent Vacant Inspection Workflow Dear Safeguard Team: MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties (“Safeguard”). Background Safeguard Properties is a leading national property preservation and field services company, providing comprehensive solutions to mortgage servicers, investors, and government agencies across the United States. MorelandConnect has been engaged with Safeguard on multiple technology initiatives, including the development of AI -driven inspection and workflow capabilities on the Foundation platform. This engagement focuses on completing and deploying the Subsequent V acant Inspection orchestration as the first production workflow on Foundation. The Subsequent Vacant Inspection workflow integrates Safeguard’s Bids & Damages API data with inspector and computer vision findings, uses LLM -based analysis to identify net -new problems, and automates work order placement —reducing manual review time and i mproving operational consistency. Scope of Services Moreland will provide consulting services to assist Safeguard with the following: In Scope • Integration with Safeguard’s Bids & Damages API to pull bid/damage data by order, normalize descriptions for LLM comparison • LLM “Net Off” logic: matching existing bid/damage records against combined inspector and computer vision findings to produce a net -new problem set, including prompt engineering, edge case handling, and confidence thresholds • Work order placement integration: single MAINT work order per inspection, special instructions generated from net -new problems, error handling for API failures and zero -new -problem scenarios • Post -deployment production warranty period (2 –4 weeks): live monitoring, prompt tuning, threshold adjustment, work order formattin file_created_at 2026-03-04T18:53:52+00:00 file_modified_at 2026-03-04T18:53:52+00:00 created_by Jeff Kavlick modified_by Jeff Kavlick _dlt_meta —
	moreland_contracts	6a746b0cbde065c16e5ebdbc35b8ab37	Subsequent Vacant Inspection Workflow	0.80	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 6a746b0cbde065c16e5ebdbc35b8ab37 file_name safeguard-project-estimates-v2.docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BE2697607-1C3A-4C6A-AC6A-AB45DE2F9EFF%7D&file=safeguard-project-estimates-v2.docx&action=default&mobileredirect=true company Safeguard Properties project_name Subsequent Vacant Inspection Workflow contact_person — contract_type — hourly_rate — estimated_hours — total_fee_estimate — brief_project_description Complete and deploy the Subsequent Vacant Inspection orchestration as the first production workflow on the Foundation platform. start_date 2026-02-16 extracted_at 2026-08-29T02:13:35.033391+00:00 raw_text_preview Safeguard Properties Project Estimates Prepared by: MorelandConnect Date: February 16, 2026 Status: Draft Project 1: Subsequent Vacant Inspection Workflow Overview Complete and deploy the Subsequent Vacant Inspection orchestration as the first production workflow on the Foundation platform. Milestone 1: Bids & Damages API Integration Integrate Safeguard’s Bids & Damages API into the orchestration. Pull bid/damage data by order and normalize descriptions for LLM comparison. Dependency: Safeguard to provide API documentation and access. Milestone 2: LLM “Net Off” Logic Build the LLM layer that nets new problems from known ones: All Problems = Inspector Reported Findings + Computer Vision Findings Known Problems = Bids & Damages (already being worked) New Problems = All Problems minus Known Problems The LLM matches existing bid/damages against combined findings to produce the net-new problem set. Includes prompt engineering, edge case handling, and confidence thresholds. Will be tuned once operational with production data. Milestone 3: Work Order Placement Integration Build integration against Safeguard’s work order placement API: Single MAINT work order per inspection Special instructions generated from new problems Error handling for API failures and zero-new-problem scenarios Milestone 4: Production Warranty / Go-Live Tuning 2–4 weeks of post-deployment monitoring and tuning: Monitor live orchestration results Tune LLM prompts and matching thresholds Adjust work order formatting per Safeguard feedback Resolve production edge cases Key Dependencies Safeguard delivers Bids & Damages API docs and access (blocks Milestone 1) Key Risks LLM net-off accuracy on bid/damages may require production tuning Project 2: VAM UI Development Overview Build multiple new UI modules within the existing codebase. All development will occur within the current system architecture. Backend tables and API endpoints required for each module will be supplied and ready for integration. file_created_at 2026-02-19T17:05:58+00:00 file_modified_at 2026-03-10T13:52:17+00:00 created_by Paul Franke modified_by Paul Franke _dlt_meta —
	moreland_contracts	5b2071f57452bc4e5a2b9b5eb0929a45	Subsequent Vacant Inspection Workflow	0.80	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 5b2071f57452bc4e5a2b9b5eb0929a45 file_name Safeguard-AL-Subsequent-Vacant-Inspection-Workflow (1).docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BF11E0223-0666-43B5-87DA-6395188AE8C3%7D&file=Safeguard-AL-Subsequent-Vacant-Inspection-Workflow%20(1).docx&action=default&mobileredirect=true company Safeguard Properties project_name Subsequent Vacant Inspection Workflow contact_person — contract_type time_and_materials hourly_rate 215.0 estimated_hours 120.0 total_fee_estimate — brief_project_description Consulting services to assist Safeguard with the Subsequent Vacant Inspection orchestration on the Foundation platform. start_date — extracted_at 2026-09-01T02:13:39.849078+00:00 raw_text_preview February 24, 2026 Re: Subsequent Vacant Inspection Workflow Dear Safeguard Team: MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Safeguard Properties (“Safeguard”). Background Safeguard Properties is a leading national property preservation and field services company, providing comprehensive solutions to mortgage servicers, investors, and government agencies across the United States. MorelandConnect has been engaged with Safeguard on multiple technology initiatives, including the development of AI-driven inspection and workflow capabilities on the Foundation platform. This engagement focuses on completing and deploying the Subsequent Vacant Inspection orchestration as the first production workflow on Foundation. The Subsequent Vacant Inspection workflow integrates Safeguard’s Bids & Damages API data with inspector and computer vision findings, uses LLM-based analysis to identify net-new problems, and automates work order placement—reducing manual review time and improving operational consistency. Scope of Services Moreland will provide consulting services to assist Safeguard with the following: In Scope • Integration with Safeguard’s Bids & Damages API to pull bid/damage data by order, normalize descriptions for LLM comparison • LLM “Net Off” logic: matching existing bid/damage records against combined inspector and computer vision findings to produce a net-new problem set, including prompt engineering, edge case handling, and confidence thresholds • Work order placement integration: single MAINT work order per inspection, special instructions generated from net-new problems, error handling for API failures and zero-new-problem scenarios • Post-deployment production warranty period (2–4 weeks): live monitoring, prompt tuning, threshold adjustment, work order formatting refinements, and edge case resolution • Project management and coordination: standup coordin file_created_at 2026-02-24T22:09:16+00:00 file_modified_at 2026-02-27T17:30:02+00:00 created_by Paul Franke modified_by Paul Franke _dlt_meta —
	moreland_dashboard	Safeguard - Subsequent Vacant Inspection Workflow [108h]	Safeguard - Subsequent Vacant Inspection Workflow [108h]	1.00	exact	Active
Source Record bronze_moreland_dashboard_md_timetoqb toggl Safeguard - Subsequent Vacant Inspection Workflow [108h] quickbooks Safeguard Properties sg_a_spread True project_type New Build billing_type FF squad Firestarter qa_partner — project_manager — lead_dev —
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Source Record bronze_moreland_dashboard_md_demand client Safeguard project Safeguard - Subsequent Vacant Inspection Workflow [108h] demand — squad Firestarter contract 360 burned 169.0 remaining 191.0 status Complete start_date 2026-03-02 00:00:00+00:00 end_date 2026-05-01 00:00:00+00:00 _09_29_10_05 — _10_06_10_12 — _10_13_10_19 — _10_20_10_26 — _10_27_11_02 — _11_03_11_09 — _11_10_11_16 — _11_17_11_23 — _11_24_11_30 — _12_01_12_07 — _12_08_12_14 — _12_15_12_21 — _12_22_12_28 — _12_29_01_04 — _01_05_01_11 — _01_12_01_18 — _01_19_01_25 — _01_26_02_01 — _02_16_02_22 — _02_23_03_01 — _02_02_02_08 — _02_09_02_15 — _03_02_03_08 0 _03_09_03_15 10 _03_16_03_22 40 _03_23_03_29 40 _12_30_01_05 — _01_06_01_12 — _01_13_01_19 — _01_20_01_26 — _01_27_02_02 — _02_03_02_09 — _02_10_02_16 — _02_17_02_23 — _02_24_03_02 — _03_03_03_09 — _03_10_03_16 — _03_17_03_23 — _03_24_03_30 — _03_31_04_06 — _04_07_04_13 — _04_14_04_20 — _04_21_04_27 — _04_28_05_04 — _05_05_05_11 — _05_12_05_18 — _05_19_05_25 — _05_26_06_01 — _06_02_06_08 — _06_09_06_15 — _06_16_06_22 — _06_23_06_29 — _06_30_07_06 — _07_07_07_13 — _07_14_07_20 — _07_21_07_27 — _07_28_08_03 — _08_04_08_10 — _08_11_08_17 — _08_18_08_24 — _08_25_08_31 — _09_01_09_07 — _09_08_09_14 — _09_15_09_21 — _09_22_09_28 — nan — nan_1 — nan_2 — nan_3 — nan_4 — nan_5 — type Foundation.AI _03_30_04_05 15 _04_06_04_12 15 _04_13_04_19 15 _04_20_04_26 15 _04_27_05_03 4 _05_04_05_10 — _05_11_05_17 — _05_18_05_24 — _05_25_05_31 — _06_01_06_07 8 _06_08_06_14 0 _06_15_06_21 0 _06_22_06_28 0 _06_29_07_05 0 _07_06_07_12 0 _07_13_07_19 0 _07_20_07_26 0 _07_27_08_02 0 _08_03_08_09 — _08_10_08_16 — _08_17_08_23 — _08_24_08_30 — _08_31_09_06 — _09_07_09_13 — _09_14_09_20 — _09_21_09_27 — _09_28_10_04 — _10_05_10_11 — _10_12_10_18 — _10_19_10_25 — _10_26_11_01 — _11_02_11_08 — _11_09_11_15 — _11_16_11_22 — _11_23_11_29 — _11_30_12_06 — _12_07_12_13 — _12_14_12_20 — _12_21_12_27 — _12_28_01_03 — _06_01_06_07__v_double — _06_08_06_14__v_double — _06_15_06_21__v_double — _06_22_06_28__v_double — _01_04_01_10 — _01_11_01_17 — _01_18_01_24 — _01_25_01_31 — _02_01_02_07 — _02_08_02_14 — _02_15_02_21 — _02_22_02_28 — _03_01_03_07 — _03_08_03_14 — _03_15_03_21 — _03_22_03_28 — _03_29_04_04 — _04_05_04_11 — _04_12_04_18 — _04_19_04_25 — _04_26_05_02 — _05_03_05_09 — _05_10_05_16 — _05_17_05_23 — _05_24_05_30 — _05_31_06_06 — _06_07_06_13 — _06_14_06_20 — _06_21_06_27 — _06_28_07_04 — _07_05_07_11 — _07_12_07_18 — _07_19_07_25 — _07_26_08_01 — _08_02_08_08 — _08_09_08_15 — _08_16_08_22 — _08_23_08_29 — _08_30_09_05 — _09_06_09_12 — _09_13_09_19 — _09_20_09_26 — _09_27_10_03 — _10_04_10_10 — _10_11_10_17 — _10_18_10_24 — _10_25_10_31 — _11_01_11_07 — _11_08_11_14 — _11_15_11_21 — _11_22_11_28 — _11_29_12_05 — _12_06_12_12 — _12_13_12_19 — _12_20_12_26 — _12_27_01_02 —
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	toggl	218684988	Safeguard - Subsequent Vacant Inspection Workflow [108h]	1.00	fuzzy+embedding	Active
Source Record bronze_toggl_projects id 218684988 workspace_id 5511582 client_id 66125698 name Safeguard - Subsequent Vacant Inspection Workflow [108h] is_private No active Yes updated_at 2026-05-04T12:41:31+00:00 created_at 2026-03-09T15:57:42+00:00 color #9e5bd9 billable Yes template No auto_estimates Yes rate 215.0 currency USD recurring No actual_hours 134 actual_seconds 483300 client_name Safeguard status active

Safeguard - Subsequent Vacant Inspection Workflow [108h]

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