The tenant interview is the prime opportunity to discuss financial circumstances with a subsidized household. Important discussions during the interview can save managers’ time and frustration down the road. This introductory webinar is geared towards new staff that interview tenants at move in and during recertifications. How thorough is your tenant interview process? Are your application and recertification questionnaires compliant with Change 4 or are these documents stale? Are you asking all the right questions during the interview versus seeking clarification from the tenant days later?

In this class, you will learn how to fine tune your interviewing skills and support your final income determinations during an efficient interview. Discover the most common interviewing mistakes and “shortcut pitfalls” and how to avoid them. Become a “pro interviewer” and master the art and skill of working smarter, not harder.

Upcoming Classes

All training classes are in Eastern Standard Time

To be determined

Consistently and accurately projecting annual income on a 50059 is a proficiency that continuously needs to be refined by experience. Ironically, it is also one of the first skills new managers are expected to develop. This class is geared towards new staff that interview tenants and perform income calculations for HUD 50059s. Learn what types of income count and do not count on the 50059. Practice with fundamental calculation methodologies. Using case studies, we will explore when you can utilize EIV Income Reports as the sole source of income verification and when other methods of verification are required. This webinar is absolutely necessary for housing professionals establishing the skill set for accurate income eligibility determination and 50059 calculations.

Upcoming Classes

All training classes are in Eastern Standard Time

To be determined

Understanding assets can be tricky. Before you can calculate asset income, you must, 1) correctly identify all assets for the household, and 2) establish their cash value.

This new manager-level class is designed for those staff that interview tenants during the certification and recertification processes. Do you know what counts as an asset and what doesn’t? How often must assets be verified? What is the difference between cash value and market value? How do you estimate the value of real estate or insurance policies? During this interactive webinar, we will use real-life examples to illustrate different types of assets and their correct valuation. Learn new interviewing techniques that will help ensure all assets are being identified during the interview prior to move-in or annual recertification.

Upcoming Classes

All training classes are in Eastern Standard Time

To be determined

This is a great class for those new to the industry or those that would like a refresher course on how to accurately calculate expenses and deductions on the 50059s. Participants will learn about the different categories of deductions; which households are eligible for which deductions; and, of course, how to calculate them. We’ll cover inclusions and exclusions, and what types of verifications are required to support medical expenses. Learn when a wheelchair is a disability deduction and when it’s a medical deduction. Test your understanding of the regulations via our real life scenarios during this eye-opening class.

Upcoming Classes

All training classes are in Eastern Standard Time

To be determined

Our Waiting List & Tenant Selection webinar will provide an in depth discussion on the requirements and other activities surrounding tenant selection process. What are the required and recommended contents of the Tenant Selection Plan? Are you properly following the wait list regulations as noted in the HUD 4350.3 handbook including application acceptance, processing, and record keeping? How do we select the correct applicant from our wait list? All these questions and more will be answered with this webinar. This is a “can’t miss” for new managers or seasoned professionals looking for a refresher.

Session Highlights:

• Tenant Selection Plan (TSP) Requirements overview
• Application acceptance, processing, and record keeping requirements
• Tenant selection and screening criteria
• Creating and maintaining waiting lists, including opening and closing the list
• Income Targeting regulations and the effect on the wait list

Upcoming Classes

All training classes are in Eastern Standard Time

To be determined

Mastering accurate income, asset, and expense calculations is a crucial skill set for all housing professionals. This intermediate-level class will present new scenarios to those who have grasped the basic calculation methodologies. Via real life case studies, we will explore more complicated scenarios involving income, assets, and expenses to help guide accurate calculations and reporting on the 50059.

Session Highlights:

• Review more complex income calculations resulting from fluctuating income, business income, and student income.
• Identify, through the applicant/tenant interview process, when an asset must be converted to an income source.
• Learn the difference between current asset income and imputed asset income.
• Examine ways to calculate the income from assets when the value fluctuates.
• Practice calculating the income from assets using real-world scenarios.
• Learn how to justify including or excluding expenses to a tenant during a recertification interview.
• Practice addressing “gray area” expense scenarios not discussed in the Handbook.

Upcoming Classes

All training classes are in Eastern Standard Time

To be determined

This advanced level webinar will focus on more complex scenarios to test your knowledge and understanding of some of the more difficult or less common scenarios that occur within HUD multifamily housing program properties. This Advanced Management class will build upon the intermediate level classes by providing several challenging scenarios that we occasionally come across. During the webinar, the instructor will use real-life examples to illustrate those topics that are not always common when determining eligibility of new households as well as recertifying current households. We will explore various program eligibility regulations including income, asset, and expense related scenarios to challenge the participant to test their understanding of HUD rules and how to apply them correctly and consistently.

Upcoming Classes

All training classes are in Eastern Standard Time

To be determined