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HOTMA COMPLIANCE ASSESSMENT

Find HOTMA compliance gaps before your next recertification does.

Run through income, assets, deductions, documents and staff procedures to see which parts of the process need attention. Get a prioritized assessment and a clearer starting point for the updates your properties require.

Start the HOTMA Assessment
Ask EEva About HOTMA

Choose your portfolio type to see the most relevant examples.

Check the eight areas a HOTMA file depends on.

HOTMA readiness is not a checkbox. Work through assets, income, deductions, paperwork and team procedures against the rule and effective date applicable to the property.

HOTMA dates differ by program: HUD Multifamily, public housing and vouchers from January 1, 2027; USDA Rural Development from July 1, 2025; LIHTC on your state agency’s schedule, since the IRS has issued no HOTMA date of its own.

Find the process gap before it becomes a recertification delay.

A weak step in your process shows up later as missing evidence or a bad certification. Find that step and fix it before the next file comes due.

Assess the actual workflow: eight areas incl. income certification workflow, recertification tracking and HUD reporting; readiness tier and score per area.
Assess the actual workflow: eight areas incl. income certification workflow, recertification tracking and HUD reporting; readiness tier and score per area.

Connect every finding to the relevant HUD guidance.

Every question shows the guidance behind it, so your team can check the source before acting on the recommendation.

HUD Multifamily guidance (Notice H 2025-07) sets full compliance for January 1, 2027, and every result here names the source for its own program.

Show the current authority beside the result: every time-sensitive result shows source, reviewed date and program applicability; turn readiness into a prioritized plan.
Show the current authority beside the result: every time-sensitive result shows source, reviewed date and program applicability; turn readiness into a prioritized plan.

PROGRAM FORMS · AFFORDABLE HOUSING MODULE

Get HOTMA certifications signed without a second visit.

Send the updated certification, asset self-certification and notices for signature with ExactSign, straight from the household record. Signing works on any phone.

Get an ordered fix list—not another generic score.

Each area gets its own score, so your weakest areas rise to the top. In a demo, we run those areas against your own properties.

The result is general information, not legal advice.

EEVA PORTFOLIO INTELLIGENCE

Turn a missing document into the next task.

Once you know your gaps, the workflows keep the HOTMA work moving. Your team makes the decisions.

Collect HOTMA income and asset documents early.

Recert on Rails tells each household at 120, 90, 60 and 30 days which HOTMA income and asset documents to upload, reviews the verifications that come back, drafts the certification and books the interview. Your compliance staff sign it off.

See the workflowAffordable housing compliance

Close the overdue files your score flagged.

Every morning, Audit Ready finds missing and expired evidence and overdue certifications in each household file, sends the household a document request and gives staff a task to close the gap, then helps assemble the review packet.

See the workflowAudit readiness checker

Act on new HUD income limits as they load.

When published guidance or values change, such as new HUD income limits, Rule Change Response shows which workflows and household files are affected and what the change could mean, and gives each affected property a task to review them and queue any notices. You approve each change before it takes effect.

See the workflow

Route doubtful documents to a person.

When an application comes in, Screening Shield checks every document for signs of tampering, adds bank-verified income where it is available and puts any concerns in one packet, with the reasons, for staff to review. It never contacts the applicant and never approves or denies anyone.

See the workflowResident management

Ask EEva how the rule applies to your program.

EEva reads your results and names the two areas to fix first, so you start with the biggest risk instead of the longest list.

This information is for general purposes and is not legal advice.

ExactEstate admin document types index shown on a desktop monitor, tablet and phone

CUSTOMER RESULTS

What customers report after switching to ExactEstate.

A HOTMA assessment only matters if it changes the work. See how customers cut the paperwork and follow-up behind every certification, then bring your own readiness gaps to a demo.

NuRock Companies

About 70%less compliance time

NuRock got time back without adding staff: the company reports about 70% less compliance work across a 500-unit portfolio segment, and move-ins dropping from 15 minutes to five.

“Even though the workload is the same... I feel like I have more time just by using ExactEstate.”Juan Carlos Belen, IT Director, NuRock

Read the NuRock case study

Heritage McDonough

75% lowermerchant fees, plus 30–40% less admin time after a 72-hour launch

After a 72-hour launch, Heritage McDonough reports 30–40% less administrative time and a 75% cut in merchant fees. See what changed behind the numbers.

“With ExactEstate, everything is fast, simple, and clear. My residents get help immediately.”Dayana Belen, Asset Manager, Heritage McDonough

Read the Heritage McDonough story

Hocking View Apartments

$10,000+saved per year

Hocking View Apartments reports saving more than $10,000 a year after switching to ExactEstate. Read how the switch worked.

“The customer service is outstanding… ExactEstate is a customizable platform with immediate responses. They’ve truly delivered for us.”Joe Gieringer, Owner, Hocking View Apartments

See customer results

PLAN YOUR MOVE

Know the software price before you book a demo.

Each gap the assessment finds maps to the module that handles it. Price Core and Affordable Housing on their own, with no bundle to buy.

$3 / unit

ExactEstate Core, per unit per month, with a $300 monthly minimum. Add only the modules you use.

Plan your launch

Before go-live we line up certification history, asset records, matched balances, staff access and HOTMA training. We run go-live with you.

Get help moving your data

Start with the reports your old system already exports. ExactExtractor maps the familiar columns and asks staff to confirm uncertain matches before import.

Build your planBook a demo

Take your readiness score into a working demo.

Get a prioritized HOTMA fix list, not a grade, for the programs you run.

Then check the rest of the file with the free audit readiness checker.

See the HOTMA Fixes in Action
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