Is your property truly ready for its next Management and Occupancy Review (MOR)? HUD reviewers expect clear, consistent, and well-documented compliance across every aspect of property management—from tenant files and eligibility verification to written policies and day-to-day procedures.

In this comprehensive 90-minute training, HUD compliance expert Joseph Henry will guide you through exactly what reviewers look for, how to prepare your documentation, and the most common pitfalls that trigger findings. You’ll leave with a clear checklist and actionable strategies to ensure your property is ready long before the MOR notice arrives.

Through real-world case studies, Joseph will share insider tips on how to:

• Organize files efficiently for faster reviewer access
• Identify compliance gaps before they become findings
• Maintain consistent documentation to support eligibility and occupancy
• Confidently respond to MOR results and strengthen your compliance systems

What You’ll Learn

By the end of this training, you’ll be able to:

• Understand the purpose, process, and scope of MORs under HUD programs.
• Identify the required documentation, records, and policies needed for review.
• Recognize frequent MOR findings—and how to proactively prevent them.
• Implement proven preparation practices that simplify the review experience.
• Develop a response plan that supports ongoing compliance improvement.

Who Should Attend

This session is designed for:

• Property Owners and Agents managing HUD-assisted housing
• Compliance and Occupancy Specialists responsible for program oversight
• Property Managers and Assistant Managers handling day-to-day operations
• Affordable Housing Consultants advising on HUD readiness and compliance
• Anyone involved in HUD program documentation and reporting