Procedure Evaluation & Set Up

Accountability is only effective when roles, responsibilities, and policies are clearly defined.

Without strong policies and procedures, teams often fall into a “what works for me” approach—leading to inconsistency and increased compliance risk.

The

Difference:

Policy & Procedure Review: We evaluate your existing documents for clarity, consistency, and compliance.
On-Site Staff Consultation: We meet with your team to understand what’s working, what isn’t, and where gaps exist.
Detailed Written Report: You’ll receive a clear summary of our observations along with practical, actionable recommendations.

Services

Procedures & Management Plans

This is the framework for compliance operations. We can help build these policies or review what you have in place to ensure they are up-to-date with current compliance requirements and best practices.

Forms & Lease Documents

Are your application, verification, lease, and addendum forms sufficient or do you have common tenant file findings? Some of the common findings can be alleviated by simple updates to your forms. We can also help you find those sneaky statements that could lead to fair housing issues in your lease or lease addendums.

Resident Selection Plans

These plans expand upon your policies and procedures and set a clear picture of program eligibility requirements, screening criteria, application handling and processing, and much more. If you don't have a resident selection plan in place, or haven't reviewed it in a while, let us help. You may be exposing yourself to inconsistencies that lead to non-compliance or fair housing complaints.

Staffing & Training Plans

Having well trained staff doesn't only entail regulatory training. It also involves fully training staff on your policy and procedures ... and ensuring they know the Management Plan, Resident Selection, and Lease Documents. Our advisors can evaluate where specifically where training may be needed so you can avoid paying for training that doesn't produce results!