MOR Readiness: Policies, Procedures, and Documentation Essentials

A Management and Occupancy Review (MOR) can make or break your property's compliance record. Missing documentation, outdated policies, inconsistent procedures, or poorly maintained files can quickly lead to findings, corrective actions, increased oversight, and unnecessary stress.

Would your property pass an MOR if HUD showed up tomorrow?

If you're unsure, this webinar is designed for you.

Join affordable housing expert Joseph Henry for a practical, step-by-step session on preparing your property for a successful Management and Occupancy Review. You'll learn exactly what HUD reviewers look for, how to evaluate your property's readiness before the review begins, and how to identify and correct compliance issues before they become costly findings.

From tenant files and eligibility documentation to written policies, procedures, and recordkeeping, this training will help you build a stronger compliance program while reducing the risk of avoidable MOR deficiencies.

Packed with real-world examples, best practices, and actionable guidance, this session will leave you with a clear roadmap for keeping your property organized, compliant, and review-ready throughout the year - not just when an MOR is scheduled.

Learning Objectives

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

• Understand the purpose, scope, and expectations of a HUD Management and Occupancy Review.
• Identify the policies, procedures, records, and tenant file documentation required during an MOR.
• Recognize the most common MOR findings and implement strategies to prevent them.
• Evaluate their property's current level of MOR readiness and address compliance gaps before the review.
• Develop practical systems for maintaining organized documentation and ongoing compliance.
• Respond effectively to MOR findings and strengthen long-term compliance practices.

Who Should Attend

This webinar is ideal for:

• Property Owners and Management Agents
• Property Managers and Assistant Property Managers
• Compliance Managers and Occupancy Specialists
• Regional Managers
• Affordable Housing Consultants
• Asset Managers
• Site Staff responsible for HUD-assisted properties
• Anyone responsible for HUD Multifamily compliance, documentation, or preparing for Management and Occupancy Reviews

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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