Reports & Deliverables

What you take out of the workspace

Five sample outputs from Crescent Bend 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 $186,400,000. 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 $186,400,000. 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 Crescent Bend 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

Recorded lender and capital-source requirements on this book, with source and status.

Open lender report

Also on the book

Risk Watchlist

RISK-OC-001CriticalOn the book
Oakridge Court closing in 43 days
Closing in 43 days · 3 items overdue · 6 due within 14 days · 1 critical dependency.
RISK-OC-002CriticalConflicting
Named storm 5% vs 2% on Oakridge Court
$1.3M extra retention if a named storm hits $42.6M TIV at 5% instead of 2%. Source: Permanent lender · Permanent lender guide §4.3.
RISK-OC-004CriticalNeeds confirmation
Oakridge Court — Flood structure unresolved
One flood-structure issue: determination, indicated NFIP, whether excess flood is structured, and closing evidence.
4 recorded facts
- SFHA pending — Oakridge Court — flood is not structured on the book until the zone is known.
- NFIP indicated $32,000 — Southside Walk + scattered AE parcels
- Excess flood not structured — Southside Walk (AE) · Scattered Sites (Mixed X / AE)
- Conversion impact — SFHA determination pending. Order determination, NFIP evidence and excess flood option
RISK-OC-003HighOn the book
Permanent property (quoted) is indicated, not in force
$312,000 is on the quote line. It is not in the in-force composite.
RISK-CB-005MediumOn the book
8 open claims
$200,800 incurred still open on this book.
RISK-PC-007MediumNeeds confirmation
Mitigation in progress — Pinecrest Homes
plumbing / water · 55% · 3 losses on the book. Status and evidence live on portfolio data readiness.
RISK-CB-008HighOn the book
Sprinkler status: Unsprinklered
16 dwellings recorded as unsprinklered. The fact is on the schedule — it is a signal, not missing data.
RISK-CB-010HighOn the book
Large CAT / named-storm deductible on the program
CBHA Master Package: named storm 5% of TIV; wind 2% of TIV · Oakridge Court Conversion Program: named storm 5% current / 2% requested; wind 2% quoted