Getting Ready for Your Next MOR: Policies, Procedures, and Documentation

Are you confident your property is fully prepared for its next Management and Occupancy Review (MOR)? Do you know which documents, policies, and procedures HUD reviewers will expect to see? Are you aware of the most common findings - and how to avoid them?

This training will walk you through the essentials of MOR preparation, from organizing files and verifying tenant eligibility documentation to reviewing policies and addressing compliance gaps before the reviewer arrives. Participants will learn practical strategies to reduce findings, streamline the review process, and ensure their property demonstrates full compliance. Real-world examples and actionable tips will equip you with the tools to approach your next MOR with confidence.

Learning Objectives:

By the end of this session, participants will be able to:

• Understand the purpose and scope of Management and Occupancy Reviews.
• Identify required documents, records, and procedures needed for MORs.
• Recognize the most frequent MOR findings and strategies to prevent them.
• Implement effective preparation practices to ensure review readiness.
• Confidently respond to MOR results and strengthen compliance systems.

Who Should Attend:

• Property Owners and Agents of HUD-assisted housing
• Compliance and Occupancy Specialists
• Property Managers and Assistant Managers
• Affordable Housing Consultants
• Anyone responsible for HUD program compliance and reporting

Speaker(s)

Joseph Henry

Joseph Henry brings 38 years of experience to the Affordable Housing industry. Starting as a maintenance person and advancing to Director of one of the largest management companies in the Nation, Joe brings a real-life perspective to why we do what we do.

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