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ExactEstate — HUD Multifamily Compliance

HUD Multifamily Compliance Software for 4350.3 Operators

ExactEstate generates every form in the 4350.3 chain — HUD-50059, HUD-50059-A, supporting addenda — as field-mapped, positionally correct PDFs, frozen at approval. The HOTMA-aligned deduction chain computes correctly the first time, EIV indicators set automatically, and MOR responses come straight off the compliance hub.

20 minutes. No sales pitch. See exactly how we handle your program.

HUD-50059
Owner's Certification · field-mapped PDF
PDF
Annual income · Ch. 5$28,640
§8 deductions · 8a–8y−$4,480
Total Tenant Payment$604 / mo
EIV indicatorSet · HOTMA
Calculation snapshotFrozen at approval
HOTMA-aligned · MOR-ready audit trail
Filed to Compliance folder · 24 CFR §5.233
~125 fieldsHUD-50059, field-mapped
Frozenat approval
The reality

Operators live and die by the 4350.3 chain

Chapter 5 income, Chapter 6 verification, Chapter 7 recertification, Chapter 9 forms — every certification runs the full chain, and legacy platforms break it on the deduction stack.

The most common 4350.3 audit findings hit stacked disability and medical deductions, missed EIV indicators, and forms edited after approval. That is not a staffing problem. It is a software problem — and ExactEstate was built for exactly this.

Resident at home in an affordable housing unitPBV · HCV · PBRA, one install

HUD Multifamily compliance software enforces the rules of HUD-assisted multifamily housing under HUD Handbook 4350.3 REV-1 CHG-4.

Covers Handbook 4350.3

Ch. 3 · Eligibility Ch. 5 · Income (post-HOTMA) Ch. 6 · Verification Ch. 7 · Recert Ch. 8 · Termination Ch. 9 · Forms
Generates HUD-50059 — all ~125 fields, full §8 deduction chain (8a–8y)
HOTMA-aligned income under 24 CFR §§5.609–5.657
Manages EIV reports under 24 CFR §5.233
Produces the MOR-ready audit trail HUD reviewers require
01
504

Section 504 / ADA

Accessibility request status, disability flags, and reasonable-accommodation files with admin-only privacy controls.

24 CFR Part 8
02
VAWA

VAWA 2022

HUD Form 5380, emergency transfer plans, and confidentiality controls aligned to §5.2007.

24 CFR §§5.2001–5.2011
03
NSPIRE

NSPIRE inspections

Severity-based scoring with the HUD unit-area multiplier and NSPIRE-formatted inspection PDFs.

24 CFR Part 5 Subpart G
What ExactEstate does

Everything 4350.3 needs, native

Every form in the chain, the HOTMA deduction stack, EIV, and the MOR-ready audit trail on one install — no add-on modules.

01

HUD-50059 generation

All ~125 fields, populated and frozen.

Summary, household composition, income and asset items with status codes, the full §8 deduction chain, rent results (TTP, resident rent, utility reimbursement, HAP, hardship exemptions), low/very-low/extremely-low income limits, passbook rate at generation, EIV indicator, and TTP at RAD conversion.

~125 fields§8 chain 8a–8yEIV indicator
02

HUD-50059-A Partial Certification

Move-outs, terminations, transfers, corrections.

Partial certifications for move-outs, terminations, unit transfers, gross rent changes, and corrections — with the standard HUD move-out and termination reason codes.

03

HOTMA calculation engine

Post-HOTMA 4350.3 logic, correct the first time.

The standard statutory deduction amounts ($400 elderly/disability per 24 CFR §5.611, $480 dependent, $50 minimum rent per §5.630) are first-class platform constants — addressing the most common deduction-stack audit findings legacy PMS platforms hit.

04

Frozen form snapshots

No after-the-fact form edits.

Forms generate at approval as field-mapped PDFs with the calculation snapshot frozen at generation time — filed automatically into the property's Compliance folder with HUD 4350.3 §5-22 retention (3 years post-move-out).

05

EIV integration

Indicator set per HOTMA, reports filed.

The EIV indicator is set on HUD-50059 per HOTMA-required logic, and EIV reports under 24 CFR §5.233 file into the property's Compliance folder. The permission system supports the segregation of duties EIV requires.

06

Recertification cadence

Notices at 120 / 90 / 60 / 30 days.

Notices auto-generate from Document Builder system templates, with single-resident and mass variants and per-window preview. When multiple programs are stacked, the recertification schedule resolves the governing program.

07

MAT file ingestion

50059 history reconciliation at migration.

Ingests the standard HUD Multifamily MAT file types, supporting the 50059 history reconciliation workflow when onboarding from a prior PMS.

08

MOR-ready audit trail

Answer the MOR from one screen.

Append-only activity logs indexed for query, frozen form snapshots, period-close enforcement, per-tenant audit chains keyed to the actor, and retention to the 4350.3 §5-22 standard.

HAP reconciliation

HOTMA, computed correctly the first time

HOTMA (Pub. L. 114-201 + 88 FR 9600 Final Rule, deadline 1/1/2027) reshapes the 4350.3 income chain. ExactEstate implements every piece of it.

1

§5.609 income

Revised treatment of imputed income from assets, retirement accounts, and student aid.

2

§5.611 deductions

Elderly/disability deduction at $400, dependent deduction at $480.

3

§5.617 de minimis

Small amounts of irregular income are excluded from the calculation.

4

§5.618 asset threshold

Above the threshold, only actual asset income counts — not imputed. Checked automatically.

5

§5.628 / §5.630 minimum rent

The $50 minimum rent with the standard hardship exemption codes.

2027
A single PHA wire splits across 47 residents in one workflow. SUBRENT and RENT charges post, and an audit row records the allocation snapshot — making later PHA-side reconciliation defensible.
$400 · elderly/disability$480 · dependent
On the ground

Built for the work your team actually does

Property manager meeting a residentCertify

Generate & freeze HUD-50059

  • All ~125 fields, including the §8 chain.
  • Passbook rate and EIV indicator at generation.
  • Filed automatically with §5-22 retention.
Manager handing keys at a unitRecertify

Run the recert cadence

  • 120/90/60/30-day notices auto-generate.
  • Single-resident and mass variants with preview.
  • Queue tabs: overdue, upcoming, in progress.
Inspection walkthrough at a propertyDefend

Answer the MOR from one screen

  • Append-only logs indexed for query.
  • Frozen snapshots and period-close enforcement.
  • Retention to the 4350.3 §5-22 standard.
Three regimes, in detail

The 4350.3 fine print, handled

Forms covered

24 CFR Part 983

HUD-50058 (Sections 1–13 fully modeled), HUD-50059 (~125 fields), HUD-50059-A, HUD-9886, HUD-92006, HUD-935.2A (AFHMP), and HUD-5380 (VAWA Notice of Occupancy Rights). Lease addenda PDFs for VAWA, Lead-Based Paint disclosure, Mold, Section 8 HAP, and HOTMA recert worksheets live in property-scoped folders.

RAD conversions

24 CFR Part 982

RAD conversion is modeled with TTP-at-RAD-conversion captured on HUD-50059 where applicable. Both pre-conversion and post-conversion record handling are supported, with the Compliance folder retaining RAD conversion records.

E-signatures on HUD documents

24 CFR Parts 880–884

DocuSign is integrated under the ESIGN Act (15 USC §7001), UETA, HUD Mortgagee Letter 2020-21, and HUD Notice H 2020-10 — per-tenant DocuSign account onboarding with per-property override, and embedded signing for in-app workflows.

One price. Every program.

Every compliance module included

$3per unit
per month, flat
  • All compliance modules
  • Unlimited users
  • Unlimited support
  • No per-program SKUs
Book a Demo See full pricing

$300 flat per month for portfolios under 100 units. We tell you upfront, not after you sign.

In their words

What operators say after switching

ExactEstate implemented our software in days, not weeks. Any customized request is executed immediately. We now run TRACS submissions, lease signing and background checks all through this single platform. Complete game changer for our team.
JGJoe G.Real Estate Owner
Considering this is a tax-credit community, ExactEstate makes daily tasks like recertifications, nightly reports, marketing, intake applications, and delinquencies more fluent to navigate. It's modern, intuitive and low time consuming.
JCJuan Carlos B.Compliance, Tax Credit Community
What is HUD Handbook 4350.3?
HUD Handbook 4350.3 REV-1 CHG-4 is the policy document governing tenant eligibility, income calculation, verification, recertification, termination, and forms for HUD-assisted multifamily housing. The handbook applies to Section 8 PBRA, Section 202 PRAC, Section 811 PRA, Section 236, Rent Supplement, and related multifamily assistance programs. Key chapters: Chapter 3 (eligibility), Chapter 5 (income — substantially revised under HOTMA), Chapter 6 (verification), Chapter 7 (recertification), Chapter 8 (termination), Chapter 9 (forms, primarily HUD-50059 and HUD-50059-A).
Does ExactEstate generate HUD-50059?
Yes. ExactEstate generates HUD-50059 with all ~125 fields populated, including the full §8 deduction chain, EIV indicator (HOTMA-required), passbook rate at generation, and TTP at RAD conversion. The form generates as a field-mapped, positionally correct PDF, with the calculation snapshot frozen at generation time. Forms are filed automatically into the property's Compliance folder.
Does ExactEstate handle HOTMA?
Yes. ExactEstate implements HOTMA under Pub. L. 114-201 + 88 FR 9600 Final Rule (deadline 1/1/2027): the revised §5.609 income definitions, §5.611 deductions ($400 elderly/disability, $480 dependent), §5.617 de minimis, §5.618 asset threshold (only actual asset income counts when net family assets exceed threshold), §5.628 / §5.630 minimum rent and hardship logic, and §5.657 reexamination triggers. The post-HOTMA deduction-chain logic addresses the most common 4350.3 audit findings.
Does ExactEstate handle EIV?
Yes. ExactEstate sets the EIV indicator on HUD-50059 per HOTMA-required logic. EIV reports under 24 CFR §5.233 are filed in the property's Compliance folder with appropriate retention. The platform's permission system supports the segregation of duties EIV requires (separate read, action, and quality-control roles).
How does ExactEstate handle recertification?
ExactEstate's recertification schedule runs on annual cadence with notices auto-generating at 120, 90, 60, and 30 days. Notices are template-driven from the Document Builder (system templates ship with the product), with single-resident and mass variants and per-window preview. The recertification queue surfaces tabs for All / Overdue / Upcoming / In Progress / Completed with days-until-due. Citation: HUD Handbook 4350.3 Chapter 7 + Treas. Reg. §1.42-5(c)(1) + 24 CFR §5.657 for layered Section 8.
Does ExactEstate ingest MAT files?
Yes. ExactEstate supports MAT file ingestion for the standard HUD Multifamily file types, which supports the 50059 history reconciliation workflow when onboarding from a prior PMS.
Does ExactEstate support VAWA 2022?
Yes. The platform supports VAWA 2022 under Pub. L. 117-103 and 24 CFR §§5.2001–5.2011, including HUD Form 5380 (Notice of Occupancy Rights), emergency transfer plan handling, and the §5.2007 confidentiality controls. Sensitive documentation can be flagged for restricted visibility, mapping the technical control to the §5.2007 confidentiality requirement.
Does ExactEstate handle NSPIRE inspections?
Yes. NSPIRE under 24 CFR Part 5 Subpart G §§5.703–5.711 is implemented with severity-based scoring (Life Threatening / Severe / Moderate / Low) and the HUD-specified unit-area multiplier. The platform ships single-inspection PDFs (NSPIRE-formatted), property-wide PDFs (sync and async), and an NSPIRE scoring guide PDF. Per-property inspection-locations and inspection-items declarations carry NSPIRE-aligned importance and area codes.
How is the audit trail produced for MOR review?
ExactEstate produces an append-only audit log indexed for query, frozen HUD form snapshots at approval (no after-the-fact form edits), period-close enforcement on every dated transaction, per-tenant audit chains keyed to the actor, and retention to the 4350.3 §5-22 standard (3 years post-move-out). Compliance folder contents include HUD-50059, HUD-9886, HUD-92006, TIC packets, owner certifications, REAC physical inspections, MOR records, Tenant Selection Plan, AFHMP, EIV reports, Section 8 HAP contracts, and RAD conversion records.
Does ExactEstate support RAD conversions?
Yes. RAD conversion is modeled with TTP-at-RAD-conversion captured on HUD-50059 where applicable. The platform supports both pre-conversion and post-conversion record handling, with the Compliance folder retaining RAD conversion records.
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See a HUD-50059 generated, live

On a HOTMA-active property — disability + medical deduction stack, EIV indicator, frozen snapshot, MOR-ready.

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