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Fewer manual exports

Real-time reporting across your whole portfolio

Occupancy, revenue, and compliance in one live view.

LIHTC, HUD, RD, PH, HOME and moreSOC 1 & 2 Compliant
Portfolio Summary
Username
Portfolio Summary
CSVPDF
KPI Data
Occupancy
93.23%606 / 650
Collections
89.02%of charges
Work Orders
412Open
Vacant Units
44Across the portfolio
Occupancy
PTD
Property
Property Type
Total Units
Occupied Units
Vacant Units
Current Occupancy
PTD Charges
PTD Deposits
Magnolia Trace
Affordable
128
119
9
92.97%
$48,920
$43,260
Cedar Hollow Commons
Affordable
96
90
6
93.75%
$52,340
$46,110
Harborview Flats
Mixed-income
210
198
12
94.29%
$88,415
$79,640
Willowbrook Court
Affordable
64
57
7
89.06%
$29,750
$25,880
Sunset Ridge
Mixed-income
152
142
10
93.42%
$61,180
$54,920
6506064493.23%$280,605$249,810
Last updated: 2 minutes ago

Why the Numbers Don't Match

Your Data Lives Everywhere

Leasing, accounting, maintenance, and compliance each keep their own copy of the truth. Every report starts with a hunt through systems that don't talk to each other.

Nobody Trusts the Numbers

Two reports, two answers. HUD, RD, and LIHTC already run on separate schedules, so when your systems don't share one record, each report ends up keeping its own clock too.

Reporting Eats the Week

Export, clean, combine, check, repeat. Hours go into proving a number that was already true on Monday.

You Find Out Too Late

Occupancy slips and delinquency climbs for weeks before anyone notices. By the time it shows up in a report, you're explaining it instead of fixing it.

Dashboards Miss the Context

A chart says occupancy dropped, but it won't tell you the turns are stuck in maintenance. The number raises a question nobody in the room can answer.

No Clear View Across Properties

Every site reports a little differently, so leadership can't line the numbers up side by side. Comparing two properties turns into its own project.

Customer story
J&A, Inc.

Five systems to build one budget. Now the team works in one.

RD budgeting meant piecing numbers together by hand before anyone could look at them. Now Sage Intacct data imports on its own, rents forecast from the floor plans, and compliance gets checked before the 3560-7 is ever generated.

7.6K+
RD units managed
50%
Budget time saved
<5 min
To build a budget
Read the case study
Before Fortress
YardiExcelMINCWordAdobe
One RD budget
Under five minutes
Sage Intacct data importedForm 3560-7 generatedMINC submission tracked

How Fortress Keeps Every Number Current

Affinity Gardens
Username
Quext
QuickBooks
Equifax
AvidXchange
Engrain
RentSync
Fortress OS
01

Bring Your Data Into One Place

Operations, accounting, compliance, and leasing all report into one system, so every team reads the same numbers instead of keeping a separate copy.

See every integration
02

See What's Happening in Real Time

Portfolio Summary lines up occupancy, collections, work orders, and leasing for every property, and stamps the last time it refreshed.

See how work orders feed reporting
03

Reduce Manual Reporting Work

Schedule a report once and it runs itself, daily, weekly, or monthly, and lands in the right inboxes without anyone rebuilding it.

04

Turn Reporting Into Actionable Insight

Compliance reports next to operations, so a certification problem shows up while there's still time to fix it, not at the audit.

See Fortress Compliance

No more messy, manual bullsh*t

soooo, what makes Fortress OS different?

Generic platforms2 / 6
HUD
LIHTC
RD 515
TRACS
HOME
Section 8
Fortress OS6 / 6
HUD
LIHTC
RD 515
TRACS
HOME
Section 8

Built for affordable housing

Other tools make you bend to fit them. We built Fortress around how affordable housing actually runs. Every program. Every quirk.

Fortress OS
Payments
Connected
Compliance
Connected
Maintenance
Connected
Messages
Connected

Your systems finally talk to each other

Payments, compliance, maintenance, messages. All in sync. No double entry. No copy-paste tax. No swivel chair.

90 dayskickoff to go-live3× faster
Week 1Kickoff
Week 4Discovery
Week 7Configure
Week 10Train
Week 12Live
Industry avg
~9 months
Fortress OS
90 days

Live in 90 days, not next year.

Most switches drag on the better part of a year. Ours runs on a set 90-day plan, with a dedicated rep and dates your team can hold us to.

...and of course:

We're F'ing Awesome

Reporting FAQs

What teams ask before they trust a dashboard with the numbers they report on.

Contact Us

How does Fortress keep reporting data current?

Fortress reports off the same record your team already works in. When a payment posts, a certification gets verified, or a work order closes, that update writes to the property's live data, not a copy that syncs later. Fortress also connects to the accounting systems you already run, including QuickBooks and Sage Intacct, so those numbers count once instead of getting copied between systems. See how integrations work.

What kinds of reports can teams build in Fortress?

Most teams start with the Portfolio Summary, which lines up occupancy, collections, work orders, and leasing for every property in one view. From there you have reports like Rent Roll, Activity Summary, Delinquency, and the RD 3560-7, and any of them can be scheduled to run on their own.

Why do our reports show different numbers depending on where we look?

Because affordable housing already runs on more than one clock. HUD's new income and asset rules under HOTMA take effect January 1, 2027. USDA Rural Development has been running its own updated rules since July 1, 2025. LIHTC sits on top of both, and each state housing agency sets its own timeline for adopting the changes. When your leasing, compliance, and accounting systems each keep their own copy, every report ages at a different pace, and none of them agree.

What reporting do HUD, RD, and LIHTC actually require?

HUD relies on two systems: TRACS checks tenant certification data, and FASS checks financial submissions, both flagging errors before accepting a file. RD submissions run through MINC, which publishes its own list of error conditions so teams can see exactly why a file bounced. LIHTC is different. Owners self-certify every year under IRS rule 26 CFR § 1.42-5, and the state agency reviews each property at least once every three years. See how Fortress Compliance tracks certifications across all three.

What happens when a HUD or RD submission gets rejected?

It becomes a revenue problem, not just a paperwork one. TRACS and MINC both run every submission through strict edits before accepting it, and a rejected file means the certification isn't in effect until it's fixed and resubmitted. MINC documents its rejection codes, so at least the team knows exactly what to fix instead of guessing.

Can we compare properties that run on different programs?

Yes. The Portfolio Summary lines up occupancy, collections, and vacancy the same way for every property, whether it runs on HUD, RD, or LIHTC. Nobody has to translate one program's report into another's format before comparing them side by side.

Can reports run and send themselves?

Yes. Set a report to run daily, weekly, or monthly, pick the properties, and list who should get it. It runs on schedule and lands in their inbox as a CSV or Excel file, so the monthly pack stops depending on somebody remembering.

See your portfolio the wayyour team actually runs it

Every number current, in one place.

LIHTC, HUD, RD, PH, HOME and moreSOC 1 & 2 Compliant