Helpful File Review Hints

I just finished up another file review for a community that is about to have an MOR and thought I would share some findings for the benefit of everyone.  This is a very basic list of some common findings from the files I looked at.

  • Don’t forget to look at your lease when preparing for an MOR – the most common errors are:  wrong lease dates, no signature, and incorrect recertification month in paragraph 15
  • Checking accounts use average 6 month balance and savings accounts use the current balance
  • All annual since June 2010 and all Interims since August 2010 MUST have EIV
  • All moves in should have an EIV Existing Tenant Search
  • Don’t forget that any addendum must have HUD approval or you can’t have it in the resident file
  • Make sure the application is thoroughly reviewed – more errors happen because something is not verified that was originally listed on the application

Having a successful MOR is a matter of reviewing your files on a regular basis.  You should not wait until you are notified of an MOR…before a file is put away every piece of paper in it should be reviewed to make sure you aren’t missing anything.

Take a few minutes every day to check a few files and before you know it you’ll be caught up.  It will save you heartache in the long run.

Good luck!

Leave a Reply

You must be logged in to post a comment.