Signature Property Services’ Team Assessment

A Typical "Team Assessment"

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As with any mystery shop - The assessment will begin from the minute the leasing agent takes our call.

 

• Assessment of phone etiquette/professional attitude of site staff

• Evaluation of staff’s ability to identify “affordable housing” restrictions

Our experienced staff will then complete a thorough evaluation of leasing staff during the
in-person application process.
 

• Analyze staff interactions/teamwork

• Evaluate customer service

• Assess sales techniques

• Verify proper fair housing practices and/or identify possible violations

• Site tour to observe physical surroundings, “curb appeal” of property 

But unlike other mystery shops, we will go one step further!  Our compliance evaluation will also include the following:

 

• Evaluate site staff on knowledge of IRS Section 42/HUD programs

• Assess IRS Section 42 compliance by completing initial application process

• Observe whether proper protocols regarding collection of proof of identification, income/assets and credit checks are being used.

• Evaluate integrity of staff/potential fraudulent activities/”steering” practices

• Verify that site staff is following all company compliance procedures/policies.

 

And our staff will complete a follow-up:

 

• Verify that staff gathers contact information for potential follow-up

• Assess timeliness and content of follow-up communication 

 

Signature Property’s has you covered when it comes to LIHTC and HUD compliance.   We work with management companies, owners, investors and state agencies around the country.   But we also know that every client's needs are not the same.  The Signature Property’s is happy to customize any of our products to accommodate those needs.