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Reports & Deliverables

Board packets and owner-side exports from this workspace

Reports & Deliverables

What you take out of the workspace

Reports & Deliverables sits beside the portfolio, Conversion Hub, and Coverage Scenario Explorer. Start with a board packet built from Northbank Housing Partners's existing coverage, TIV, losses and renewals.

Sample

In this folder

Board Report

An automated summary for a housing-authority board: entire portfolio or one development, Detailed or Quick update. Coverage posture & open items, and change since last renewal — including the cyber line when it is on the book. Same insured TIV and in-force vs indicated premium as the overview.

Also on the book

Risk Watchlist

  • RISK-ML-001CriticalOn the book

    Millwork Lofts closing in 40 days

    Closing in 40 days · 3 items overdue · 6 due within 14 days · 2 critical dependency.

  • RISK-ML-004CriticalNeeds confirmation

    Millwork Lofts — Flood structure unresolved

    One flood-structure issue: determination, indicated NFIP, whether excess flood is structured, and closing evidence.

    4 recorded facts
    • SFHA pending — FEMA flood zone confirmation is still pending.
    • NFIP indicated — not confirmed in force — Millwork Lofts — indicated, not confirmed in force. Premium not recorded. No excess.
    • Excess flood not structured — No excess flood structure is on the book.
    • Conversion impact — Zone X on the site plan. Lender still wants a life-of-loan determination. Order determination; NFIP not indicated
  • RISK-ML-003HighOn the book

    Property — permanent (quoted) is indicated, not in force

    $98,000 is on the quote line. It is not in the in-force composite.

  • RISK-NH-005MediumOn the book

    2 open claims

    $63,000 incurred still open on this book.

  • RISK-NH-008HighOn the book

    Sprinkler status: Unsprinklered

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

  • RISK-NH-010HighOn the book

    Large CAT / named-storm deductible on the program

    Millwork Lofts builder’s risk: named storm 5%; wind 5% named storm · Ash Court LP project: named storm 2%; wind 2% named storm · Elm Senior LP project: named storm 2%; wind 2% named storm · River Park Family project: named storm 2%; wind 2% named storm · Cottonwood Housing LP project: named storm 2%; wind 2% named storm

Upload CSV or structured files to update matching fields. Policy PDFs may be stored; loading them into coverage lines in v1 is concierge or hand entry unless a later optional AI feature is on.

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