Give on-site staff a simple to use tool for putting together well-organized applicant files.

This Package Includes: 
Compliance Review Checklist

Gives you a snapshot review of what's in your applicant files. Also assists on-site staff with putting their files together in an easy and organized manner for compliance review.  

Calculators

The Calculators give on-site staff a took for calculating the income and the assets for you applicant files.

• Income Summary Page
• Employment Calculator
• Benefits Calculator  (includes social security or retirement benefits and the other income)
• BONUS: Child Support Average Calculator
• BONUS: Asset Calculator
• BONUS: Household Certification Criteria
• BONUS: File Organization Checklist

NOTE: This is delivered as a Microsoft Excel file. You will need Microsoft Excel to use this workbook. Microsoft Excel is not included in this product.

BONUS: 30-Minute Strategy Call

For a limited time, we are including 30-min 1:1 strategy meetings to help plan the implementation of the workbook at your property. 

Frequently Asked Questions

• We have multiple properties, can we us this for all our properties?
  You can absolutely use the checklist on all of your properties by purchasing a license for each one of your communities. 
  
  
• We are new to affordable housing, can you help us set up our checklist workbook?
  We have two options to assist you in the set up of your checklist.  We have a DIY option with short easy to digest videos that walk you through the set up process or the 100% done for you option.
  
  
• How many units can the checklist accommodate?
  Each checklist can accommodate up to a 300 unit community, if you have a larger community please send us a message.
  
  
• What programs will this work with?
  The checklist can work with up to 2 programs at once currently It is formatted with standard verbiage for the LIHTC and HOME programs.
  
  
• Are there training videos available to teach our site staff on how to use the checklist?
  Each of our checklists come with short how to videos that are easy to follow and assist in training staff on the proper use of the checklist.