Problems We Solve
Executives rarely call and ask for a 'file review'. They call because an MOR is coming, HOTMA is looming, a lease-up is stuck, or turnover just gutted the compliance team. Here's how we respond to the situations that bring clients to us.
Independent file review against Handbook 4350.3, prioritized correction cadence tied to the CA date, and defensible documentation the day the reviewer walks in.
Signals it's time
Readiness assessment across policy, forms, verifications, and staff training, sequenced by risk and effort ahead of January 1, 2027.
Signals it's time
Backlog triage, file queueing, and reviewer capacity to clear the pipeline while your team keeps the site running.
Signals it's time
Real-time initial certification review during the lease-up window so units move, first-year files close cleanly, and tax credits deliver on schedule.
Signals it's time
Structured response to syndicator or lender findings with a corrections tracker, defensible paper trail, and executive-ready reporting.
Signals it's time
Single review that reconciles LIHTC, HUD, HOME, RD, Bond, and state requirements per file, instead of program-by-program passes.
Signals it's time
Bridge reviewer capacity, documented workflows, and knowledge transfer while you hire, no scramble, no gaps in the pipeline.
Signals it's time
State HFA or HUD monitoring prep with a prioritized punch list, sample-file dry-runs, and finding remediation before the visit.
Signals it's time
Pre-close compliance diligence: file sampling, program-mix risk, deferred maintenance in the compliance record, and post-close remediation scope.
Signals it's time
Get in touch
One 15-minute call and we'll tell you honestly where the risk sits and whether we're the right team to help.
