We support compliance for income-restricted multifamily properties across state, federal, and lender-driven programs.
Whether you're operating under a state property tax abatement, a Fannie Mae SIA Agreement, or another income-restricted program, the underlying compliance work — income qualification, AMI calculation, recertification, rent monitoring, audit-ready recordkeeping — is largely the same. What varies is the specific thresholds, cadences, and reporting requirements set by each program. Our platform handles those differences as configuration.
We support compliance for the kinds of programs multifamily operators most commonly encounter:
Programs where local or state tax relief is granted in exchange for keeping a portion of units affordable for qualifying tenants. Requirements (AMI thresholds, rent limits, recertification cadence, audit cycles) vary by state and program.
Affordability commitments tied to loan financing, most commonly Fannie Mae's Sponsor-Initiated Affordability (SIA) Agreement.
Across both, the day-to-day compliance work is largely the same — tenant qualification at move-in, ongoing recertification, rent monitoring, and audit-ready recordkeeping. Our platform handles those mechanics on a single system, regardless of which program is driving the requirement.
Quick guides to three programs we work with often:
North Carolina
What property owners and operators need to know about North Carolina's tax abatement for affordable housing — including audit cycles, ongoing compliance posture, and how we support owners and operators in the program.
Read the overviewSouth Carolina
What property owners and operators need to know about South Carolina's affordable housing tax abatement — including the 140% Rule, transition rules under Rev. Proc. 96-32, and how we support owners and operators in the program.
Read the overviewFederal / Fannie Mae
If you've been told your Fannie Mae loan requires a Sponsor-Initiated Affordability (SIA) commitment, we provide Administering Agent services for SIA borrowers — and a compliance platform that handles the day-to-day work that sits with the borrower.
Read the overviewOur platform supports compliance across many other state and federal income-restricted programs that we haven't yet published deep guidance on. The underlying mechanics — income qualification, AMI calculation, recertification, rent monitoring, audit-ready recordkeeping — are consistent across programs; what varies are the specific thresholds, cadences, and reporting requirements, which the platform handles as configuration.
If you're operating under a program not detailed above, let's talk. We'll be honest about whether we're a good fit for your specific program before any commitment.
The pillar pages linked above are overviews, not legal advice. For questions about your specific property, consult your program agreement, the operative authority for your program (e.g., county tax office, Fannie Mae lender), and qualified counsel.
