AI Matrx Logo

Relocation service

Ravenshaw Valley Relocation · Relocation service · Charlotte, NC

Vesna Tennant consults on moves at Ravenshaw Valley Relocation, a Charlotte company that relocates employees for corporate clients, and she tracks every licence, policy, safety course and quality visit an inspector could ask for.

Real estateComplianceGoverned columns4 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 drill-down · 1 digest · 1 notification · 1 agent
Use this template

Expiry calendar

Credentials
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2Background check, Granville Osei-Dunmore
3
4
5
6
7
8
9
10
11
12
13
14First aid and CPR certificates, office team
15
16
17
18
19
20
21
22
23
24
25Safe-driver training, Blue Ridge Movers
26
27
28
29Cargo coverage, Piedmont Van Lines
30
31

Tables

Credentials

34 sample rows · 11 columns

Every licence, policy, course, agreement and quality visit an inspector could ask to see.

CredentialKindAreaIssued byIssuedValid untilStanding
Cyber liability policyInsurance certificateInsuranceGranite Hollow UnderwritersSep 7, 2025Sep 7, 2026Expired
City business privilege licenceBroker licenceLicensingCity revenue officeSep 25, 2025Sep 25, 2026Expired
Background check, Granville Osei-DunmoreBackground checkLicensingScreening bureauOct 3, 2023Oct 2, 2026Expired
First aid and CPR certificates, office teamTraining completionSafetyCommunity health training centerOct 14, 2024Oct 14, 2026Renewal due
Safe-driver training, Blue Ridge MoversTraining completionSafetyRegional safety councilOct 25, 2025Oct 25, 2026Renewal due
Cargo coverage, Piedmont Van LinesInsurance certificateInsuranceArdent Marine MutualOct 29, 2025Oct 29, 2026Renewal due
Quality visit, Fairbairn-Eze settling inQuality visitQualityRavenshaw quality teamMay 10, 2026Nov 6, 2026Renewal due
Moving broker registrationCarrier registrationLicensingFederal motor carrier agencyNov 11, 2024Nov 11, 2026Renewal due
General liability certificateInsurance certificateInsuranceGranite Hollow UnderwritersNov 24, 2025Nov 24, 2026Renewal due
Data handling training, all staffTraining completionPrivacyRegional safety councilNov 28, 2025Nov 28, 2026Renewal due
Quality visit, Whitcombe-Tran settling inQuality visitQualityRavenshaw quality teamJun 9, 2026Dec 6, 2026Renewal due
Safe-driver training, Piedmont Van LinesTraining completionSafetyRegional safety councilDec 21, 2025Dec 21, 2026Current

22 more rows

Relocations

12 sample rows · 11 columns

Each employee's move from the first call to the day the file closes, with the quality score from the settling-in visit.

MoveEmployerEmployeeRouteOpenedMove-in dayStage
RVR-3101 Okpara PittsburghCorvane InstrumentsNadezhda Okpara-LindqvistPittsburgh to CharlotteFeb 9, 2026Mar 21, 2026Closed
RVR-3102 Whitcombe AustinHalcyon Reach RoboticsAmbrose Whitcombe-TranAustin to CharlotteMar 11, 2026Apr 20, 2026Closed
RVR-3103 Fairbairn ColumbusCorvane InstrumentsOttoline Fairbairn-EzeColumbus to CharlotteMay 10, 2026Jun 19, 2026Closed
RVR-3104 Pelletier BostonBrindlewood PharmaCormac Pelletier-NwosuBoston to CharlotteJun 9, 2026Jul 14, 2026Settling in
RVR-3105 Tavares DenverStonecrest Logistics GroupImelda Tavares-OkonkwoDenver to CharlotteJun 29, 2026Aug 8, 2026Settling in
RVR-3106 Hargreave SeattleHalcyon Reach RoboticsLeander Hargreave-ItoSeattle to CharlotteJul 19, 2026Aug 28, 2026Settling in
RVR-3107 Ottosen ChicagoFenwick & Aldous EngineeringSaskia Ottosen-DanjumaChicago to CharlotteAug 8, 2026Oct 5, 2026Moving
RVR-3108 Trevelyan AtlantaMarrowfield Health SystemsBarnaby Trevelyan-OseiAtlanta to CharlotteAug 23, 2026Oct 11, 2026Moving
RVR-3109 Lindqvist PhoenixBrindlewood PharmaWinifred Lindqvist-BakarePhoenix to CharlotteSep 7, 2026Nov 1, 2026House hunting
RVR-3110 Rotimi PortlandStonecrest Logistics GroupCasimir Rotimi-ValdezPortland to CharlotteSep 23, 2026Nov 16, 2026House hunting
RVR-3111 Mbatha DetroitFenwick & Aldous EngineeringGeorgiana Mbatha-HolmDetroit to CharlotteSep 30, 2026Dec 6, 2026Planning
RVR-3112 Akerele MiamiCorvane InstrumentsThelonious Akerele-BrandtMiami to CharlotteOct 4, 2026Dec 21, 2026Planning

Employers

6 sample rows · 8 columns

The companies that contract the firm to move their people, and how long each contract runs.

EmployerHR contactHR emailContract startsContract endsAnnual feeRelocations
Brindlewood PharmaTamsin Valdivia-Quisttamsin.valdivia@brindlecastmail.netNov 6, 2024Aug 3, 2027$72,000RVR-3104 Pelletier Boston, RVR-3109 Lindqvist Phoenix
Corvane InstrumentsPhilippa Antonescu-Reyesphilippa.antonescu@brindlecastmail.netMar 17, 2023Dec 1, 2027$64,000RVR-3101 Okpara Pittsburgh, RVR-3103 Fairbairn Columbus, RVR-3112 Akerele Miami
Fenwick & Aldous EngineeringRosalind Ngozi-Havertyrosalind.ngozi@brindlecastmail.netJan 30, 2026Sep 6, 2028$55,000RVR-3107 Ottosen Chicago, RVR-3111 Mbatha Detroit
Halcyon Reach RoboticsLazarus Obuya-Fennlazarus.obuya@brindlecastmail.netApr 20, 2024May 29, 2028$48,000RVR-3102 Whitcombe Austin, RVR-3106 Hargreave Seattle
Marrowfield Health SystemsDashiell Ravensthorpe-Abaradashiell.ravensthorpe@brindlecastmail.netJun 9, 2026Jul 8, 2028$81,000RVR-3108 Trevelyan Atlanta
Stonecrest Logistics GroupEzekiel Vandermolen-Oyelowoezekiel.vandermolen@brindlecastmail.netMay 25, 2025Mar 10, 2028$39,000RVR-3105 Tavares Denver, RVR-3110 Rotimi Portland

Also included

  • Records by standing and areaDrill-down
  • Renewals due each MondayDigest
  • Record running outNotificationWarns the owner of a credential thirty days before it lapses.

Related templates