Date: March 18th, 2026 

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 90 minutes

Description:

Is your property truly ready for its next Management and Occupancy Review (MOR)? Do you know exactly which documents, policies, and procedures HUD reviewers will examine—and how to avoid common compliance pitfalls?

This training provides a comprehensive, step-by-step guide to MOR preparation. Participants will learn how to organize files, verify tenant eligibility, review policies, and address compliance gaps before the reviewer arrives. Using real-world examples and actionable strategies, this course equips you with the knowledge and tools to streamline the review process, reduce findings, and confidently demonstrate full compliance.

Key Topics Covered:

• Overview of MOR requirements and HUD expectations.
• Essential documentation: tenant files, income verification, and policies.
• Common MOR findings and proactive prevention strategies.
• Organizing files and preparing staff for the review.
• Compliance gap assessment and corrective action planning,
• Practical tips for streamlining the review process.
• Real-world examples of successful MOR preparation

Learning Objectives:

• Explain the purpose and scope of Management and Occupancy Reviews.

• Identify the key documents, records, and procedures required for MORs.

• Recognize the most common MOR findings and implement strategies to prevent them.

• Apply effective preparation practices to ensure review readiness.

• Confidently interpret MOR results and strengthen compliance systems.

Who Will Benefit:

• 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

About Our Speaker:

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.