The Visionary Consultants
Operations · Data · AI
Free Resources

Stop rebuilding the same reports every month.

Three free tools for affordable-housing & operations teams — a complete reporting & compliance checklist, the five reports worth automating, and a ready-to-use rent-roll & recert tracker. Grab all three with one email.

Checklist · PDF

Reporting & Compliance Checklist

The 12 reports and checks every operator should run — and how often. Never get surprised by a missed recert or an audit.

PDF · 2 pages
Guide · PDF

5 Reports You Should Automate

The highest-payback reports your team wastes time on by hand — the manual pain, what automation gives you, and the time it wins back.

PDF · 2 pages
Template · Excel

Rent-Roll & Recert Tracker

A working spreadsheet with live formulas: auto-flagged recert due dates, balances, and a portfolio dashboard. Just add your data.

Excel · ready to use

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