A Management and Occupancy Review can uncover compliance problems that have existed for months or even years, often because required procedures were not followed consistently, documentation was incomplete, or property practices did not match HUD requirements. Many MOR findings are preventable when staff understand what reviewers are looking for and know how to identify weaknesses before the review begins. This webinar focuses on common findings involving tenant files, EIV, waiting lists, leases, Tenant Selection Plans, Fair Housing marketing, Lead-Based Paint (LBP) requirements, verification and calculations, and implementation of HUD regulatory changes. The session goes beyond identifying problems by examining practical steps owners and agents can take to correct deficiencies and prevent them from recurring.

This webinar takes participants inside some of the most common problem areas identified during management and occupancy reviews of HUD Multifamily properties. Rather than approaching the MOR as something to prepare for only when a review is scheduled, the session focuses on building everyday compliance practices that make a property continuously MOR ready.

Participants will examine common deficiencies involving Lead-Based Paint (LBP) documentation, Affirmative Fair Housing Marketing Plans (AFHMP), implementation of HUD regulatory changes, Tenant Selection Plans (TSP) leases and addenda, waiting list management, verification and calculation practices, and EIV. Special attention is given to the documentation reviewers expect to find and the disconnect that can occur between written policies and actual site practices.

The webinar also examines why findings occur in the first place and provides practical strategies for correcting identified deficiencies, strengthening staff procedures, improving documentation, and reducing the likelihood of repeat findings.

Why you should attend:

Finding out during an MOR that your policies are outdated, your EIV reports were not properly reviewed, your waiting list cannot produce an auditable history, or your tenant files do not support the actions taken is too late. Even experienced staff can unknowingly create compliance exposure when HUD requirements change or when written policies and actual site practices begin to drift apart. This webinar will help you recognize the warning signs reviewers look for, identify vulnerabilities before they become findings, and strengthen the documentation and procedures needed to demonstrate compliance.

Areas covered in the session:

• Understanding what MOR reviewers are looking for and where compliance problems commonly surface
• Recognizing practices that can increase the likelihood of an MOR finding
• Identifying weaknesses in property policies, procedures, and documentation before they become findings
• Evaluating whether day-to-day property practices support HUD compliance requirements
• Understanding how regulatory changes can create unexpected compliance exposure
• Strengthening tenant file and property-level documentation to better withstand MOR scrutiny
• Recognizing when written policies and actual site practices may be working against each other
• Addressing findings effectively and reducing the risk of repeat deficiencies
• Developing stronger internal review and quality control practices
• Preparing staff and properties to maintain ongoing MOR readiness rather than scrambling when a review is scheduled

Who should attend this:

• Occupancy Specialists
• Occupancy Managers
• Property Managers
• Assistant Property Managers
• Regional Property Managers
• Regional Compliance Managers
• Compliance Specialists
• Affordable Housing Compliance Staff
• Owners and Management Agents
• Asset Managers
• Certified Occupancy Trainers
• Resident Services Managers who assist with recertifications
• Multifamily Housing Consultants

* There will be time allowed for questions at the end of the presentations. (Live Session)

*Not able to attend the live session? Choose an On-Demand or Digital Download option to watch the session later.