Most affordable-housing PMS platforms force operators to pick one program per record and reconcile the rest in spreadsheets. ExactEstate models LIHTC, HOME, Section 8PBV/HCV/PBRA, Public Housing, Section 202/811, USDA Rural Development, RAD conversions, and HOTMA simultaneously — on the same property, the same building, the same unit, in the same database. Rent ceiling enforcement, income-limit resolution, recertification cadence, and HUD form generation all resolve to the most restrictive applicable rule automatically.

What is affordable housing compliance software?

Affordable housing compliance software is a category of property management technology that enforces the rules of federally and state-subsidized rental housing programs — IRS §42 LIHTC,HUD Section 8 under 24 CFR Parts 982 and 983, HUD Multifamily under HUD Handbook 4350.3, USDA Rural Development under 7 CFR Part 3560, HUD Public Housing under 24 CFRParts 960 and 966, and overlay regulations including HOTMA (Pub. L. 114-201), VAWA 2022(Pub. L. 117-103), and NSPIRE (24 CFR Part 5 Subpart G). It generates the required forms(HUD-50058, HUD-50059, HUD-50059-A, state HFA TICs, USDA MINC XML), enforces the ceilings (rent caps, income limits, AUR/140% rule, AIT designations), and produces the audit trail (frozen form snapshots, append-only logs, retention to statutory standards) that HUDMORs, IRS §42 audits, state HFA file reviews, and REAC/NSPIRE inspections require.

Why "one program per record" breaks at the unit level?

Take a single unit at a mixed-finance property: Building 3, Unit 204, financed with LIHTC at the 60% AMI tier, HOME at the Low-HOME rent tier, and operated under a Project-Based Section 8HAP contract, in a HOTMA-active state.- The rent ceiling is the most restrictive of the LIHTC 60% AMI cap (IRC §42), the HOME Low rent (24 CFR Part 92), and the PBS8 contract rent or comparable market (24 CFRPart 983).- The income limit at certification is the most restrictive of the LIHTC limit, the HOME 50%AMI limit, and the Section 8 income tier — resolved against household size.- The 140% Available Unit Rule applies under IRC §42(g)(2)(D)(ii); if the property has elected Average Income Test, the threshold becomes max (60% AMI, unit's AITdesignation %) per IRS Notice 2022-12.- The asset threshold is HOTMA's $50,000+ rule under 24 CFR §5.618.- The recertification cadence resolves to whichever program is shortest — Section 8§5.657, LIHTC §1.42-5(c)(1), or HOME annual.- The form stack at approval is a HUD-50059, a LIHTC TIC (state-specific), and a HOME addendum. ExactEstate resolves all of this from one screen, with the audit trail in the same database as the rest of the operation. Yardi Voyager Affordable requires a separate Affordable license and manual ceiling checks across modules. RealPage OneSite Affordable + Compliance Services runs ceiling validation on a delay. AppFolio has no native LIHTC ceiling logic. Buildium and Rent Manager have no HUD or LIHTC support at all.

What the platform covers

- LIHTC under IRC §42, Treas. Reg. §1.42-5, IRS Form 8609, Form 8703, Form 8823,AIT under IRS Notice 2022-12, AUR/140% rule under §42(g)(2)(D)(ii), state HFA TICsfor 13+ states.
- HUD Multifamily under HUD Handbook 4350.3 REV-1 CHG-4, HUD-50059 (~125fields), HUD-50059-A partial certifications, EIV under 24 CFR §5.233, MAT file ingestion(10/15/30/40/65/70/72/90), MOR-ready audit trail.
- Section 8 for Project-Based (24 CFR Part 983), Tenant-Based / HCV (24 CFR Part 982),and Project-Based Rental Assistance (PBRA / 24 CFR Parts 880–884), HUD-50058Family Report Sections 1–13, TTP calculations, HAP voucher reconciliation.
- USDA Rural Development under 7 CFR Part 3560, RD-3560-8 tenant certification,MINC (Multi-Family Information & Communications) XML export, schema-validated.
- TRACS access via ShofCorp integration, voucher payment workflow, rent-roll sync withHAP and contract rent discrepancy detection, embedded HDS interface.
- Overlay programs: HOTMA (Pub. L. 114-201 + 88 FR 9600 Final Rule, deadline1/1/2027), VAWA 2022 with confidential file handling, NSPIRE inspections with deterministic scoring engine, Public Housing under 24 CFR Parts 960/966, Section 202PRAC and Section 811 PRA, RAD conversions, HUD-VASH under PIH Notice 2021-19,HOME under 24 CFR Part 92, AFHMP via HUD Form 935.2A, EIV, HMIS Data Standards (HUD CSV adapter, FY 2026 spec).

How ExactEstate differs from legacy compliance modules

Built for the compliance team

- TIC engine with three certification types (Initial, Annual Recertification, Interim), Draft →Approved / Denied state machine, frozen PDF snapshots per event, separate approve /deny permissions.
- Compliance hub UI with AUR/NAUR dashboard, recertification queue with overdue/upcoming/in-progress/completed tabs, building-level Applicable Fractionre calculator, AIT dashboard with running-average pass/fail validation, HUD Income Limits auto-import from HUD User API by ZIP and FIPS.
- HMIS-aware Special Population Set-Aside tracking with 10 default seeded types(homeless, veteran, disabled, senior, frail elderly, DV survivor, foster youth, substance use, reentry, chronic illness), per-property required quantities, per-resident verification with audit logs.
- DocuSign-integrated TIC signing with parallel household-member signers and sequential owner/representative signing, embedded signing for in-app, background reconciliation for missed envelopes.
- PayScore + Plaid income verification, with preview-then-confirm import to TIC.
- Append-only audit logs indexed for query, period-close enforcement on every dated transaction, regulator-grade defense for HUD MOR, IRS §42 audit, and state HFA file review.

FAQ

What affordable housing programs does ExactEstate support?
ExactEstate natively supports LIHTC (IRC §42), HUD Multifamily (HUD Handbook 4350.3), HUD Section 8 —Project-Based (24 CFR Part 983), Tenant-Based / HCV (24 CFR Part 982), and PBRA (24 CFRParts 880–884), HUD Public Housing (24 CFR Parts 960/966), Section 202 Supportive Housing for the Elderly, Section 811 PRA, USDA Rural Development (7 CFR Part 3560), HOME Investment Partnerships (24 CFR Part 92), RAD conversions, HUD-VASH (PIH Notice2021-19), and Coordinated Entry / CoC (24 CFR Part 578). Overlay regulations includingHOTMA, VAWA 2022, NSPIRE, Section 504/ADA, and Fair Housing Act 24 CFR Part 100 are first-class throughout the platform — not behind a separate license.
Can ExactEstate handle units with stacked LIHTC + HOME + Section 8 financing?
Yes.ExactEstate is engineered to model layered compliance on a single unit. At lease save, the platform validates against the LIHTC ceiling, the HOME-Low ceiling, and the PBS8 contract rent simultaneously, and raises the most restrictive violation with an itemized error. At certification,the rule engine resolves each program's income limit and returns the most restrictive ceiling forthe household size. Recertification cadence resolves to the shortest applicable cadence across programs.
Does ExactEstate generate HUD-50058 and HUD-50059 forms?
Yes. ExactEstate generates HUD-50058 Family Report (Sections 1–13 fully modeled, including action types 1–15,accessibility flags, structure type codes, HQS dates, and full PIC submission tracking),HUD-50059 Owner's Certification (~125 fields including the full §8 deduction chain, EIV indicator for HOTMA, TTP at RAD conversion, passbook rate at generation), and HUD-50059-A PartialCertifications. Forms are generated as field-mapped, positionally correct PDFs and frozen at approval as audit snapshots.
Does ExactEstate support TRACS submission?
Yes. ExactEstate integrates TRACS access through ShofCorp, including per-property voucher status tracking, voucher payment processing with month/year preview, duplicate-payment protection with badge state and confirmation modals, data validation for missing residents and non-standard voucher types, rent-roll sync with HAP and contract rent discrepancy detection, and an embedded HDS interface with one-click ShofCorp portal login.
Does ExactEstate support HOTMA?
Yes, natively. The platform implements HOTMA-aligned income and adjusted-income rules under 24 CFR §§5.609, 5.611, 5.617, 5.618, 5.628, and5.630, the asset threshold rules, the EIV indicator requirement on HUD-50059, and the deduction-chain logic that addresses the most common 4350.3 audit findings. HOTMA is treated as a first-class platform behavior — not a configuration toggle on a legacy module.
Does ExactEstate handle the Average Income Test for LIHTC?
Yes. ExactEstate supportsAIT election at the property level, per-unit AIT designations at 20/30/40/50/60/70/80% witheffective dates, and a dashboard view of the running-average ≤60% pass/fail validation. With AIT elected, the AUR threshold logic shifts per IRS Notice 2022-12. AIT designations are stored with time-ranged effective dates, so historical rent rolls always resolve to the correct designationfor any backdated date.
Does ExactEstate handle the Available Unit Rule (140% rule)?
Yes. The AUR/NAUR enginerecomputes every unit's income against 140% AMI nightly. When a household crosses thethreshold, an over-income event is flagged with the applicable program and remediation path.The Next Available Unit Rule then engages for the building. Operators see the building's NAURstate on the Compliance Hub with the citation chain to IRC §42(g)(2)(D)(ii) and IRS Form 8823Line 11c. If AIT is elected, threshold logic shifts per IRS Notice 2022-12.
How does ExactEstate handle state-specific LIHTC TIC forms?
ExactEstate ships native state TIC PDF generators for state HFAs including California TCAC, New York HCR, TexasTDHCA (HOTMA 2025-compliant), Florida FHFC (v-24-04 January 2025), Ohio OHFA, MichiganMSHDA, Georgia DCA (2006 + 2024 final), Illinois IHDA, Maryland CDA/DHCD, ColoradoCHFA, North Carolina NCHFA, Pennsylvania PHFA, and Alaska AHFC. Per-property templates resolve automatically by state. 100+ PDF form fields are mapped per template, with checkboxes marked correctly and addendum pages auto-trimmed for households of five or fewer.
How much does affordable housing compliance software cost?
ExactEstate is $3 per unitper month, flat. All compliance modules — LIHTC, HUD, Section 8, USDA/RD, TRACS,HOTMA, AIT, AUR, state TICs, MINC export, audit logs — are included. There are noper-program SKUs, per-module add-ons, or compliance-services fees. Unlimited users,unlimited support, U.S.-based implementation team included. Compare to legacy enterprise PMS platforms where Affordable licenses, Compliance Services file review, TRACS modules,investor portals, and document libraries are priced separately.
Is ExactEstate audit-defensible?
Yes. The platform is built for regulator-grade audit:append-only activity logs indexed for query, frozen HUD form snapshots at approval (noafter-the-fact form edits), period-close enforcement on every dated transaction, per-tenant auditchains keyed to the actor, and single-tenant database isolation (each customer in a dedicated database, not shared-schema row-level). This makes HUD Management & Occupancy Review(MOR), IRS §42 §1.42-5 audit, state HFA file review, and REAC/NSPIRE inspection responses defensible from one screen.

Book a 30-minute walkthrough of the compliance hub. We'll show you a layered LIHTC + HOME+ Section 8 unit and the full TIC → 50059 → TRACS submission chain on real data.