The audits

Resident support fileaudits, done properly.

Three ways to work with us: a one-off Mock Audit, regular audit rounds for Registered Providers, and ongoing monitoring. All three use the same checklist, the same rating key and the same standard of evidence.

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In short

What is a resident support file audit?

A resident support file audit is an independent check of the records kept for one resident in supported housing. It tests whether the right documents exist, are signed, dated and current, and whether the support recorded matches the resident's assessed needs and goals. The result is a rating, the evidence behind it and the actions needed to improve.

Choose your audit

Three services, one standard.

01Start here

Mock Audit

A fixed-fee review of a sample of resident files, run exactly as a full audit would be. It shows you what a Registered Provider, a council or a licensing team would find, and how to fix it before they look.

Best for: managing agents and support providers preparing for licensing, a contract review or their first RP audit round.

Ask about a Mock Audit

What we review

A sample of resident files agreed at scoping, covering a mix of new and longer-term residents.

What you receive

A rated report for every file, a summary of themes across the sample and a prioritised action plan.

How it ends

A debrief call with your team to walk through the findings and the fixes.

Price

A fixed fee, agreed in writing before any files are shared.

02For Registered Providers

Audit Rounds

Every resident file for a managing agent, audited on a regular cycle, usually every six months. You get findings you can take straight to the agent, and a record of improvement over time.

Best for: Registered Providers who lease properties to one or more managing agents and need independent oversight of the support delivered.

Talk about audit rounds

What we review

Every resident file in scope, using the records for the review period only.

What you receive

A report for each resident, an overall feedback report for each managing agent and an executive summary for your board.

Follow-up

A progress call with the agent 4 to 8 weeks after the round, then a re-audit at the next round.

Price

Quoted per round, based on the number of files and agents.

03Ongoing

Monitoring

Lighter, regular sampling between full audits. Standards don't drift, late reviews and dropping support hours surface early, and the next round holds no surprises.

Best for: providers and Registered Providers who want to stay audit-ready all year, not just in the run-up to an audit.

Ask about monitoring

What we review

A rolling sample of files each month, weighted towards files that were Amber or Red last time.

What you receive

A monthly update on ratings, open actions and anything that needs attention now.

Early warning

Reviews coming due, support below the minimum and missed sessions without follow-up.

Price

A monthly subscription, alongside or between audit rounds.

Transitional supported housing

The same audits apply to transitional housing, typically a stay of six months to two years after homelessness or another crisis. We pay particular attention to move-on planning and to residents moving from exempt accommodation into a transitional pathway.

See the use case

Side by side

Compare the audits.

What's included	Mock Audit	Audit Rounds	Monitoring
Who it's for	Managing agents and support providers	Registered Providers	Both
Files covered	An agreed sample	Every file in scope	A rolling monthly sample
How often	One-off	Usually every six months	Monthly
Rated report per resident	Yes	Yes	Yes, for sampled files
Overall feedback report	Summary of themes	Yes, per managing agent	Monthly update
Debrief or progress call	Debrief	4 to 8 weeks after	Monthly
Ratings tracked over time	No	Yes	Yes
Pricing	Fixed fee	Quoted per round	Monthly subscription

The checklist

What we check in every resident file.

We audit against your own forms and thresholds first. Where you don't have a standard for something, we use recognised good practice and say so.

Area	What we look for	Gaps we often find
Referral and admission	Forms complete, every question answered, signed and dated by the resident and staff	Unanswered questions, missing resident signature
Licence or occupancy agreement	In the right landlord or managing agent's name, with the correct address and rent, signed and dated	Old landlord name, wrong rent after an increase
Support needs assessment	Completed promptly after move-in, needs recorded clearly and kept current	Assessment completed weeks late, needs not updated after a change
Support plan and goals	Goals that follow from the assessed needs, agreed with the resident and reviewed	Generic goals copied between residents
Risk assessment	Each risk scored for likelihood and severity, reviewed on schedule	Scores that don't match the narrative, reviews missed
Risk management plans	A plan for every risk that scores high enough to need one, with clear actions	High-scoring risks with no plan
Session notes	Regular sessions, each linked to a goal, with the resident's progress recorded	Notes that describe contact but not support
Support hours	At least the minimum hours agreed for the service, evidenced each week	Weeks with no recorded support
Missed sessions	Missed appointments recorded and followed up under your process	Missed sessions with no follow-up attempt
Reviews	Support plan and risk reviews at 3, 6 and 9 months where the resident has been there long enough	Reviews completed late or not at all
Move-on and exit	Move-on planning recorded, and an exit form where the resident has left	No exit record, no forwarding outcome

Read the full guide to a good resident support file

Mapped to the standards

Ready for the National Supported Housing Standards.

Government confirmed six standards in April 2026. Four of them can be evidenced directly from resident files, and our audits map to each one.

Standard	What it expects	What we evidence from the file
Person-centred support	Needs assessments, tailored support plans and consistent support	Assessment date against move-in, goals that follow from needs, regular sessions
Empowerment	Residents involved, informed about their support, able to complain	Resident signatures, their voice in plans and reviews, complaints information given
Environment	A safe setting with risk management, managed referrals and repairs reporting	Risk assessments and plans, referral records, repairs raised in session notes
Staff and safeguarding	Trained, checked staff in sufficient numbers	Safeguarding concerns recorded and escalated in the file; staff records on request
Local need	Schemes link to local services and the local supported housing strategy	Scheme-level, outside a resident file review
Statement of purpose	A clear ethos, aims and outcomes, reviewed every year	Scheme-level, reviewed on request

The standards are subject to final regulations. Source: our licensing guide, based on the government response of 16 April 2026.

The rating key

Every rating comes with a reason.

The rating tells you how urgent things are. The reason tells you what to do about it.

Rating	What it means	Typical reasons	What happens next
Gold	Exemplary file	Complete, current and signed; support evidenced against every goal	Shared as an example of good practice
Green	Compliant	Minor gaps such as a missing date or a thin session note	Small fixes, checked at the next round
Amber	Action required	Late reviews, incomplete records, goals without evidence of support	Actions agreed and checked at the follow-up call
Red	Immediate remediation	Key documents missing, no risk plan where one is needed, support below the minimum, missed sessions not followed up	Raised straight away with the provider and the Registered Provider

Before we start

What we need from you.

After the discovery call we send a short checklist. For each resident in scope, we usually ask for:

Referral and admission forms
The licence or occupancy agreement
Support needs assessment and support plan
Risk assessment and any risk management plans
Session notes and reviews for the review period
Exit or move-on forms, where the resident has left
Your own audit forms and rating key, if you have them

Questions about the audits

Before you book.

How much does an audit cost?

It depends on the number of files and managing agents in scope. A Mock Audit is a fixed fee, audit rounds are quoted per round and monitoring is a monthly subscription. You always get the price in writing before any files are shared.

How long does an audit take?

We agree a timescale at the scoping call, based on how many files are in scope and how quickly they can be shared. The clock starts when we have the complete files.

Which records do you look at?

Only the records for the review period. If a resident has been with you longer, earlier gaps are not counted against the current audit unless you ask us to look further back.

Can you audit against our own forms?

Yes, and we prefer to. Your forms, thresholds and rating key come first. Where they are silent, we use recognised good practice and say so in the report.

Our files are in a case management system. Does that work?

Yes. Exports, PDFs or scanned paper records all work. We agree the format at scoping so nothing has to be re-keyed.

What happens to the data afterwards?

Resident records are special category data under UK GDPR. We agree a data processing agreement and a retention period with you before anything is shared. How we handle data.

Not sure which audit fits?

A 20-minute call is usually enough to work it out, and you will leave with a fixed price.

Book a discovery call