FREE IN-PERSON TRAINING

Compliance Manager powered by

Train with the experts at a Yardi office near you

Get your team ready to maximize the benefits of Compliance Manager with this free, two-day training session. Be prepared to transition to Compliance Manager with practical, scenario-based learning that will help you confidently navigate affordable housing workflows.

Who should attend?

What you'll learn

Agenda

Day 1 • Welcome and logistics • Compliance Manager navigation and overview • Waiting list management (paper and online) • Approval, move-in and resident screen workflows
Day 2 • Annual recertifications and other certifications (IR, corrections, TM/IC) • Unit transfers and affordable rent changes • Repayment agreements (HUD) • Monthly posting workflows (voucher/HAP, tax credit)

Important notes

Location & Time

All training will be held at the Yardi offices Duration: 2 days, 9 a.m. - 3 p.m.Cost: Free (travel not included)
To register, choose the session you want to attend and complete the registration form

SessionsApr. 14 - 15, Oxnard, CA (LIHTC)May 19 - 20, Melville, NY (LIHTC)Jun. 2 - 3, Santa Barbara, CA (Combo)Jun. 16 - 17, Atlanta, GA (Combo)Aug. 18 - 19, Dallas, TX (Combo)Sep. 15 - 16, Chicago, IL (LIHTC)

*First come, first serve. Class size is limited.

Questions? Please contact Kai Oboho

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• Learn by doing: Experience real compliance workflows with hands-on access

• Build confidence: Master key processes before you roll out to sites and users

• Lead the change: Build your training strategy and streamline support

• Create value: Hone your Yardi skills for free, travel costs not included

• Compliance directors

• Team trainers

• SPOCs (Single Points of Contact)

Best suited for those responsible for leading compliance adoption and training within their organizations.

• Core affordable housing workflows in Compliance Manager

• How to integrate paper-based & digital certifications through RentCafe

• Certification workflows for move-ins, interims and corrections

• Monthly procedures for processing and posting vouchers

• Program-specific scenarios for HUD, LIHTC and combo properties

• Training uses simplified single-person household scenarios

• HOTMA/post-approval workflows are not included

• Verification services, applicant views and RCAH

screenings are excluded

• Focus is on affordable residents; limited market renter scenarios

• System setup is not covered, (mapping, permissions,

user groups, menus, etc.)