Reports & Deliverables

What you take out of the workspace

Five sample outputs from Cedar Creek Housing Authority's recorded book: Board Report, Excel SOV, renewal submission package, property insurance summary, and lender requirements. Demonstration downloads — not live filings.

Sample demo

Current book · portfolio TIV $146,300,000. After owner Apply, this surface reads the owner-controlled book and keeps the previous value as a revision.

Portability

Export the recorded book

Export the recorded book as JSON. This is a portability file of the operating record — not a placement submission and not a live filing.

Current book · portfolio TIV $146,300,000. After owner Apply, this surface reads the owner-controlled book and keeps the previous value as a revision.

Sample output

Board Report

Automated board packet from Cedar Creek Housing Authority's recorded coverage, TIV, losses and renewals. Print or save from the report.

Open Board Report

Sample output

Excel SOV

Building-level statement of values as a sample Excel workbook. Same columns as the SOV view. Demonstration file — not a live submission.

Sample output

Renewal submission package

Sample package: authority snapshot, deductibles with basis and minimums, coverage schedule, and open items. Not a placement file.

Open + download package

Sample output

Property insurance summary

One-page sample summary of TIV, occurrence limits, sublimits, and recorded deductibles. Distinct layers — not a coverage opinion.

Open property summary

Sample output

Lender requirements report

Traditional HA sample — no lender package on this book. The report states that and points at the recorded master.

Open lender report

Also on the book

Risk Watchlist

RISK-BH-004HighNeeds confirmation
Brookside Homes — Flood structure unresolved
Flood structure unresolved for the master renewal: SFHA confirmation pending; NFIP indicated, not confirmed in force; excess none.
4 recorded facts
- SFHA confirmation pending — Brookside Homes — flood is not structured on the book until the zone is known.
- NFIP indicated — not confirmed in force — Brookside Homes — indicated, not confirmed in force. Premium not recorded. No excess.
- Excess flood none — Brookside Homes (AE (SFHA confirmation pending))
- Renewal impact — Unresolved flood structure affects the next master renewal — SFHA confirmation, whether NFIP is in force, and that no excess is on the book.
RISK-CC-005MediumOn the book
1 open claim
$18,600 incurred still open on this book.
RISK-WC-007HighNeeds confirmation
Mitigation not started — Willow Court
plumbing / water · 0% · 3 losses on the book. Status and evidence live on portfolio data readiness.
RISK-CC-008HighOn the book
Sprinkler status: Unsprinklered
23 dwellings recorded as unsprinklered. The fact is on the schedule — it is a signal, not missing data.

Export the recorded book

Export the recorded book as JSON. This is a portability file of the operating record — not a placement submission and not a live filing.

Current book · portfolio TIV $146,300,000. After owner Apply, this surface reads the owner-controlled book and keeps the previous value as a revision.

Risk Watchlist

RISK-BH-004HighNeeds confirmation

Brookside Homes — Flood structure unresolved

Flood structure unresolved for the master renewal: SFHA confirmation pending; NFIP indicated, not confirmed in force; excess none.

4 recorded facts

SFHA confirmation pending — Brookside Homes — flood is not structured on the book until the zone is known.
NFIP indicated — not confirmed in force — Brookside Homes — indicated, not confirmed in force. Premium not recorded. No excess.
Excess flood none — Brookside Homes (AE (SFHA confirmation pending))
Renewal impact — Unresolved flood structure affects the next master renewal — SFHA confirmation, whether NFIP is in force, and that no excess is on the book.

RISK-CC-005MediumOn the book

1 open claim

$18,600 incurred still open on this book.

RISK-WC-007HighNeeds confirmation

Mitigation not started — Willow Court

plumbing / water · 0% · 3 losses on the book. Status and evidence live on portfolio data readiness.

RISK-CC-008HighOn the book

Sprinkler status: Unsprinklered

23 dwellings recorded as unsprinklered. The fact is on the schedule — it is a signal, not missing data.