California LIHTC Compliance Workflow

Review Tenant Certifications Before Problems Reach Compliance

SmartTIC AI helps affordable-housing teams identify incomplete questionnaires, missing documentation, calculation discrepancies, and information requiring clarification before final staff review.

AI assistance. Human decisions.
app.smartticai.com/certifications/TIC-2026-0148
SmartTIC AI
Dashboard
Certifications
Households
Documents
Findings
Audit Log
TIC-2026-0148 · Rivera HouseholdParkview Commons · Unit 204 · Move-in certification
Waiting for documents
PDF
PAY STUB.pdf
Uploaded by applicant · 1 page
Hourly rate$22.75
FrequencyBiweekly
Hours80
Reported hourly rate$21.50Questionnaire
VS
Pay stub hourly rate$22.75PAY STUB.pdf
▲ $1.25/hr difference
POSSIBLE DISCREPANCYOpen
Pay rate does not match questionnaire.
$22.75 × 40 × 52 = $47,320
Employment Verification RequiredRequest Verification
HUMAN REVIEW REQUIRED · authorized staff make the final call
Human Review Required
Transparent Calculations
Version-Controlled Forms
Secure Document Workflow
Audit-Ready Records
Designed for Affordable Housing
The problem

Small Certification Errors Create Big Delays

Most correction requests aren't about eligibility — they're about files that aren't finished yet. Tap a card to see how SmartTIC helps.

Before vs. SmartTIC

One File. One Workflow. Fewer Surprises.

Replace scattered PDFs, inboxes, and spreadsheets with a single certification workspace your whole team can see.

Without SmartTIC

PAY STUB (2).pdfRE: RE: missing docsincome_calc_FINAL_v3.xlsxCalculator: 21.5×40×52Bank stmt — Sept?Sticky note: call DanielQuestionnaire_scan.pdfBenefit letter.jpg

With SmartTIC

Household · 4 membersComplete
Adult questionnaires · 2 of 2Complete
Income · formulas shownVerify 1
Assets · 3 matched1 missing
Documents · 7 of 9Requested
AI pre-review · 3 findingsStaff review
Audit log · 24 eventsRead-only

✓ Everything in one certification workspace

How it works

Four Stages. Humans Decide the Last One.

01

Collect

  • Household
  • Questionnaires
  • Income
  • Assets
  • Documents
02

Review

  • Missing Information
  • Calculation Review
  • Document Comparison
  • Verification Requirements
03

Resolve

  • Request Documents
  • Request Clarification
  • Review Calculations
  • Resolve Findings
04

Complete Staff Review

Authorized personnel complete final review and make every determination.

SmartTIC never says: AI Approved AI Denied AI Eligible

See the full workflow

Product tour

Every Part of the Certification in One Place

Click through a realistic certification file — the same structure your team works in every day.

Income engine

Every Calculation Remains Visible

Choose a pay frequency, add overtime or bonuses, compare against year-to-date earnings, and record a staff adjustment with notes. The math is always visible.

  • Example: $1,275 × 26 = $33,150
  • Original amount, projection, staff adjustment, and final reviewed amount stay side by side
  • No silent changes — every override needs a reason
  • Hourly, weekly, biweekly, semimonthly, monthly, and annual
Overtime, bonuses & commissions
YTD average check
Projected annual income
$33,150
$1,275 × 26 = $33,150
Staff adjustment & reviewer notes
Final reviewed amount · Projection carried forward$33,150
AI findings

Not a Black Box. Every Finding Shows You Why.

Each finding names its category, shows the data on both sides, quantifies the difference, and recommends a next step. Try the actions.

  • Neutral language — discrepancies are prompts, not accusations
  • Dismissals require a written explanation
  • Every action is recorded in the audit log
POSSIBLE DISCREPANCYOpen · MediumHuman Review Required

TIC-2026-0148 · Maria Rivera · Employment income

Questionnaire$21.50/hr
Pay Stub$22.75/hr
Difference$1.25/hr
Recommended action: Request current employment verification.

Why: the stated hourly rate does not match the rate on the most recent pay stub (dated 10/24/2026). Source fields linked below in the app.

Document intelligence

Turn Documents Into Reviewable Information

SmartTIC reads PAY STUB.pdf, extracts the fields reviewers need, and maps each one against the applicant's questionnaire.

PAY STUB.pdf

Maria Rivera · uploaded by applicant
Reading document…
FieldExtractedQuestionnaire
EmployerValley Fresh FoodsValley Fresh FoodsMatch
EmployeeMaria RiveraMaria RiveraMatch
Pay Rate$22.75/hr$21.50/hrDiffers
FrequencyBiweeklyEvery 2 weeksMatch
Hours80 / period40 / weekMatch
Gross Pay$1,820.00—New
YTD Earnings$39,312.00—New
Document Date10/24/2026—Current
AI-extracted information always requires human verification. Extracted values are suggestions for staff review — never relied on automatically.

Explore Document Intelligence

Applicant corrections

Stop Restarting the Review Every Time Something Is Missing

Applicants get one clear list of what's needed — on their phone, in plain language — instead of a string of emails.

  • Upload documents from a phone
  • Add a clarification in their own words
  • See progress and due dates
  • Never see internal AI notes
Portfolio dashboard

Know Where Every Certification Stands

Status, bottlenecks, and deadlines across every property. Watch a file move from Awaiting Documents → Verification Required → Ready for Review → Completed.

14New Certifications
6Awaiting Documents
4Verification Required
2Overdue
31Completed This Month
CertificationPropertyUnitTypeStatusReviewerDue
TIC-2026-0148Parkview Commons204Move-inVerification RequiredM. OrtizNov 18
TIC-2026-0151Oak Terrace112AnnualAwaiting DocumentsJ. ChenNov 21
TIC-2026-0139Riverbend Senior3BAnnualOverdueA. PatelNov 01
TIC-2026-0155Maple Court17Move-inReady for Staff ReviewM. OrtizNov 25
TIC-2026-0122Parkview Commons310AnnualCompletedJ. ChenOct 30

Sample data shown for illustration.

Human review

AI Assistance.
Human Decisions.

SmartTIC is built to support the people responsible for compliance — never to replace them.

01 · AIAI Identifies
02 · StaffStaff Reviews
03 · StaffStaff Resolves
04 · Authorized personnelAuthorized Personnel Complete Certification

No Automatic Housing Denials

SmartTIC never approves, denies, or rejects an applicant. It organizes the file and surfaces what needs a closer look.

No Independent Eligibility Decisions

Eligibility is determined by authorized property-management and compliance personnel — always.

No Fraud Determinations

A discrepancy is a prompt to verify, not an accusation. Language stays neutral and factual.

Human Verification Required

AI-extracted data and calculations require staff verification before they're relied on.

SmartTIC AI provides administrative and compliance-review assistance. It does not provide legal advice, determine final program eligibility, approve or deny housing, or replace review by authorized property-management or compliance personnel.

Private beta now open

We're Selecting California Affordable-Housing Pilot Properties

Help shape SmartTIC AI using real-world certification workflows while receiving direct onboarding and founding-customer pricing.

FAQ

Questions, answered

See all FAQs

Request DemoJoin Beta