Introducing Leslie AI

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Fewer late certs

A compliance team built into your system

Real specialists, working inside your system.

LIHTC, HUD, RD, PH, HOME and moreSOC 1 & 2 Compliant
Affinity Gardens
Username
OverviewTaskCalendarLeasing ActivityProperty InfoCompliance
Set-Aside ProgramsNext Available Unit Status

Minimum Set-Aside

Building Compliance Status
In ComplianceAt RiskOut of Compliance
Name
Status
Min Set-Aside
Current %
A
40/60
35.25%
B
40/60
45.00%
C
40/60
45.00%
D
40/60
45.00%
E
40/60
40.00%
Project Compliance
In Compliance10
At Risk1
Out of Compliance1
Total Buildings12

Applicable Fraction

Building Compliance
In ComplianceAt RiskOut of Compliance
Name
Status
Applicable Fraction %
A
19.25%
B
20.25%
C
21.25%
D
20.25%
E
20.00%
Project Compliance
In Compliance10
At Risk1
Out of Compliance1
Total Buildings12

Set-Aside Summary

Set-Aside
Required Units
Actual Units
Leased Units
50
13
13
13
60
51
51
45
Total
64
64
58

Income Average

---Required
57.97%Actual

When Compliance Lives Inside the System

Compliance stops being a side job on a spreadsheet.

  1. 01

    One Workflow, Not Five

    Certs, corrections, and reviews happen in the system your team already uses.

  2. 02

    Deadlines That Track Themselves

    Every file and due date is tracked for you, so nothing ages out on a spreadsheet.

  3. 03

    Clean Data From the Start

    Files get checked as they come in, so there's no cleanup before an audit.

How Compliance Works Inside Fortress

Affinity Gardens
Username
OverviewTaskCalendarLeasing ActivityProperty InfoCompliance
Set-Aside ProgramsNext Available Unit Status

Minimum Set-Aside

Building Compliance Status
In ComplianceAt RiskOut of Compliance
Name
Status
Min Set-Aside
Current %
A
40/60
35.25%
B
40/60
45.00%
C
40/60
45.00%
D
40/60
45.00%
E
40/60
40.00%
Project Compliance
In Compliance10
At Risk1
Out of Compliance1
Total Buildings12

Applicable Fraction

Building Compliance
In ComplianceAt RiskOut of Compliance
Name
Status
Applicable Fraction %
A
19.25%
B
20.25%
C
21.25%
D
20.25%
E
20.00%
Project Compliance
In Compliance10
At Risk1
Out of Compliance1
Total Buildings12

Set-Aside Summary

Set-Aside
Required Units
Actual Units
Leased Units
50
13
13
13
60
51
51
45
Total
64
64
58

Income Average

---Required
57.97%Actual
01

A Compliance Team, Embedded

Dedicated specialists work inside your Fortress instance, reviewing, correcting, and managing compliance right next to your team. Same records, same screen, no email chains.

02

File Review and Certifications

Move-ins, recerts, and interim files get a full review with validation, corrections, and a complete audit trail. Packets upload straight into Fortress, not a separate portal.

03

Deadlines That Handle Themselves

Every file, status, and deadline lives in one place with real-time updates, so nothing waits on a handoff between systems or a sticky note that fell off the monitor.

04

Reporting and Visibility

Track turnaround times, file status, and team performance with built-in reporting the whole team can see, so a problem shows up while there is still time to fix it.

See Reporting

Same system, same records. Compliance stops being the thing your team dreads.

Compliance Works Best When Everything Connects

These feed the same records compliance reviews.

What the Compliance Experience Looks Like

Real specialists, real workflows, every program in one place.

Centralized Affordable Compliance

Every document and review status for a household lives in one file.

Unit 204 ยท Household file

Annual recert
LIHTCHOME
Specialist review5 of 7 reviewed
  • Income certificationReviewed
  • Income verificationReviewed
  • Asset certificationNeeds fix
  • Lease and addendaReviewed
  • Student statusReviewed
  • Household membersReviewed
  • Signed packetIn review
CSCompliance specialist2h ago

Bank statement is missing page 2. Upload it and I'll finish the review.

Completing Certifications

Guided steps walk your team through each cert, so files come back right.

Annual recertification

  • Household members
  • Income sources
  • 3Assets
  • 4Sign and submit

Managing Certifications

See what's due next across every property and program.

Upcoming certifications

  • Unit 112LIHTCDue in 30 days
  • Unit 308HUDDue in 9 days
  • Unit 415RDPast due

Reviews on a clock

Specialists review files on a set turnaround, not whenever.

Review turnaround

  • Move-ins and initial applications48 hours
  • Recerts, interims, and move-outs5 business days

Programs we support

Layered funding included, reviewed to your rules.

Maple Court ยท 96 units

  • LIHTCTax credit units72
  • HUDProject-based units24
  • HOMEHOME-assisted units12
Also supportedUSDA RDBond

Compliance help that fits your team

Our specialists work inside your system, so your team gets hours back.

Where most teams start

Essentials

Stop re-checking every file yourself


  • Second review on completed files
  • Written findings on a set schedule
  • Checks against current rules
  • LIHTC, HUD, RD, HOME, and Bond

Audits and Projects

Audit-ready without pulling your team


  • Mock and desk audit prep
  • Historical file cleanup
  • Acquisition file reviews
  • Corrective action plans

Plus and Complete

Monthly deadlines and AOC season off your plate


Plus

  • Everything in Essentials
  • Monthly HUD 50059/HAP
  • Monthly RD RA/MINC
  • Subsidy payment checks

Complete adds

  • Annual Owner Certifications
  • State agency reporting
  • Desk audit support
  • Agency coordination

Compliance FAQs

What affordable housing teams ask before they trust a team with their files.

Contact Us

What is the turnaround time for reviewed files?

Move-in and initial application reviews are completed within 48 hours of submission. Final signed packets and other certifications, including recertifications, interims, move-outs, gross rent, and vacates, are reviewed within 5 business days. Special cases, such as late certifications or backlog projects, may require prioritization and should be flagged accordingly.

Do I submit packets into an external system?

No. Packets upload directly into Fortress OS, so your team never logs into a second portal to hand off a file. It stays in the same system where the rest of the household record already lives.

Can Fortress handle nuanced workflows?

Yes. During onboarding, you share the rules that make your portfolio different, like layered funding restrictions, student rules, or local agency guidelines. Those get documented and built into the review process, so the team reviews to your rules, not a generic checklist.

Will I have a dedicated compliance representative?

Yes. Every company is assigned a dedicated compliance representative who serves as your primary point of contact for anything compliance-related. No ticket queue, no guessing who to email.

What programs does Fortress support?

Fortress supports a wide range of affordable housing programs, including LIHTC, HUD, HOME, USDA Rural Development (RD), and bond programs. Compliance lives in the same platform as the rest of your operations, so it is part of Fortress Core, not a separate tool.

How is performance measured?

Performance is tracked through metrics like turnaround time, approval rates, correction rates, timeliness, and error rates. We monitor them internally and can share them with you on request, so you always know how your files are moving. See the results one operator saw in the Elmington case study.

Not a regular compliance tool.A cool compliance tool.

Come sit with us.

LIHTC, HUD, RD, PH, HOME and moreSOC 1 & 2 Compliant