Reports & Deliverables

What you take out of the workspace

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

Sample demo

Current conversion record · $91.9M TIV. 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 conversion record · $91.9M TIV. 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 Northbank Housing Partners'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-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

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