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Workflow

From New Certification to Completed File

Ten stages, one workspace. SmartTIC organizes and pre-reviews — authorized staff review and decide.

The workflow

Every Stage, In Order

Scroll to follow a certification from setup to a completed file.

Property Setup

Add the property, units, programs, and the current form versions your team uses.

New Certification

Start a move-in, annual, or interim certification and set the due date.

Household

Record every member, relationship, and unit detail.

Adult Questionnaires

Each adult completes a guided questionnaire — on any device.

Income & Assets

Enter sources and balances; SmartTIC shows each formula as it projects income.

Document Upload

Applicants and staff upload pay stubs, statements, and letters into one file.

SmartTIC Pre-Review

AI checks for missing information, discrepancies, calculation issues, and verification gaps — and explains each finding.

Corrections

Staff send plain-language requests; applicants respond from their phone.

Authorized Staff Review

Your team reviews findings, verifies data, adjusts with reasons, and makes the final determination.

Completed File

A complete, organized file with a read-only audit trail.

What SmartTIC checks

The Pre-Review, Explained

Missing information

Unanswered questions, missing adult questionnaires, unsigned sections.

Document discrepancies

Questionnaire answers that don't match uploaded documents.

Income calculations

Wrong multipliers, inconsistent hours, and annualization gaps.

Required forms

The forms your configured workflow expects for this certification type.

Verification gaps

Sources that need third-party or staff verification before review.

Human review

Every finding routes to authorized staff. Nothing is decided automatically.

FAQ

Workflow FAQ

See all FAQs

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