Configurable Reporting at the Push of a Button

Reporting in the LIHTC and affordable housing world is complex and time-consuming.
Screenshot of a Portfolio Summary Report interface displaying project comparison options, CAP rate percentages, and a summary of property-related information including general partner, location, total units, and deal status.

Fusion offers a suite of built-in reporting tools designed for affordable Housing stakeholders.

Financial Reports

  • DSCR (Debt Service Coverage Ratio) calculation for lender and investor oversight
  • REO Schedules for ownership structure with multiple assets
  • Cash flow tracking across complex layered funding sources: Federal credits, state credits, tax-exempt bonds, grants etc.
  • Development Cost certifications for placed-in-service audits
  • Investor Snapshots
  • Annual Financial Reporting Packages

Budget & Performance Reports

Track and understand financial performance with:

  • Budget vs. Actual and Variance Reports: Configured to LIHYC line items such as replacement reserves, syndication fees, utility allowances etc.
  • Operating statement normalization for projects across different property managers and accounting systems
  • Cash Flow Statements
  • Balance Sheets

Audit-Ready Reporting

Stay audit-ready year-round with centralized and indexed reports on:

  • Occupancy
  • Rent Rolls
  • Physical Inspection Reports & follow up documentation
  • TICs (Tenant Income Certifications)
  • Utility Allowance Documentation 
  • Rent Limit & Income Limit Tracking showing adherence to HUD-published limits

Dashboards that provide a snapshot of the KPIs that matter to you:

  • DSCR
  • $ Reserves
  • Economic Occupancy
  • Physical Occupancy
A person sitting at a desk using a laptop, viewing a bar graph on the screen while holding a smartphone. A cup of coffee and documents are on the table, with decorative plants in the background.

Reports that are templated for LIHTC needs, but can be configured for various stakeholders

  • Configure report components to meet state, federal, investor or organizational requirements
  • Reports that vary in degrees of granularity and insight
  • Eliminate manual manipulation of data: Fusion’s platform handles formatting, calculations and roll ups automatically