HomeKeeper Knowledge Base

Webinar: Reporting 101 (April 2022)

Published June 12th, 2025 by Lindsey Griggs

In April 2022, HomeKeeper hosted a webinar to help users understand basic concepts of using Reports in Salesforce. Together, we duplicated and edited an existing HomeKeeper report to answer a new question, in order to demonstrate reporting tools and functionality. This example used the HomeKeeper report, "NEW HUD 9902 Control Report (All)," to creat

Application Pipeline Management

Published February 20th, 2025 by Lindsey Griggs

HomeKeeper's out-of-the-box features are designed with Affordable Housing Application tracking in mind. The Service File and related Objects have fields for almost anything you'll need to track and report on, including Income, Assets, Debts, DTI, AMI, and Demographics. But you can do more than store your data in HomeKeeper! This article reviews just

Enter and Update Counseling Agency Information

Published May 1st, 2025 by Lindsey Griggs

Agencies in HomeKeeper track the important details about your Housing Counseling Agency, which will be reported to HUD in your 9902. Follow the instructions below to enter and update Agency information. Step One: Navigate to the Agency Object to Find Your Agency Make sure you are on HomeKeeper's Housing Counseling App. You can navigate to it from t

Track Financial Metrics Over Time w/ Financial Checkpoints

Published February 25th, 2025 by Lindsey Griggs

HomeKeeper developed our Financial Checkpoints feature in 2022 to enable our users to track key indicators of financial health and mortgage readiness at important milestones, and measure changes in those metrics over time. The Financial Checkpoints tab is located on the Service File. If you are not seeing this feature, you may need to upgrade to the

December 9th 2025 - Make the Case! Simple Impact Reports to Create Today

Published June 17th, 2025 by Lindsey Griggs

December 9th, 2025, 10:00 am - 11:30 am PST Together, we’ll create a few simple reports using your HomeKeeper data to tell compelling data stories about your program’s impact Click here to log in to our Learning Management System and register

Bi-Monthly Q&A Sessions

Published June 17th, 2025 by Lindsey Griggs

Join us to review how to use Housing Counseling features, learn new skills, and answer your questions “live” with HomeKeeper Support Staff. NOTE: for specific questions or issues, you can always submit a ticket to HomeKeeper Support by emailing support@myhomekeeper.org Homeownership Q&A Targeted towards HomeKeeper organizations who previousl

Webinar: Entering and Evaluating Resales (December 2024)

Published June 17th, 2025 by Lindsey Griggs

On December 3rd, 2024 we hosted "Entering and Evaluating Resales" to review the process of how to enter detailed Resale information, and review resources you have available for evaluating resale performance. Below you'll find an overview of the process, along with relevant links. View the full recorded webinar on YouTube here View Training Slides

Enter and Update Counselors and Staff for HUD Reporting

Published May 1st, 2025 by Lindsey Griggs

Counselors, Instructors, and Support Staff who need to be reported to HUD, are entered as Agency Contacts in HomeKeeper. Below, you will find instructions on who to add, and what information to enter for your staff. WARNING: Creating an Agency Contact DOES NOT create a Salesforce User or give your counselors access to HomeKeeper. It allows you to d

Track Grant and Loan Terms with Funding Sources

Published March 6th, 2025 by Lindsey Griggs

In HomeKeeper, Funding Sources are designed to track the details, terms, repayment, and forgiveness of loans that have been utilized by program participants. They provide insight into: Loan and grant terms for each source of funding The distribution of program-managed funds to program participants Community investment and affordability impact The p

Webinar: Reporting 201 (September 2022)

Published June 12th, 2025 by Lindsey Griggs

In September 2022, HomeKeeper hosted a webinar to help users understand basic concepts of using Reports in Salesforce. Together, created a custom Report Type and a new Report in order to demonstrate reporting tools and functionality. This course builds on concepts covered in Reporting 101. For this example, we created a report for all applicants gro

August 19th, 2025: Map Your HomeKeeper Properties

Published June 17th, 2025 by Lindsey Griggs

Aug 19th 2025, 10:00 am - 11:30 am PDT The HomeKeeper team will share how we collaborated with Grounded Solutions Network's Research team to publish the CLT/Shared Equity Census map. Next, we'll show you how to easily visualize your properties using free and paid tools like Google Maps, ArcGIS, and Policy Map! We look forward to hearing how adding t

Enter a New One-on-One Counseling Client

Published June 16th, 2025 by Lindsey Griggs

Learn how to manually enter all required information for a client receiving 1-1 Counseling, from application to outcome tracking and resolution. CAUTION: Your organization may be using an online application that automatically creates the Service File, and/or other related records. Check with your administrator to see if any steps have been automated

Construction and Development Loans, Grants, and Subsidies

Published July 10th, 2025 by Lindsey Griggs

Funds that are used for the purchase, construction, repair, and development of your properties (such as loans, grants, and subsidies) can be tracked as Opportunities. Then, they can be allocated to each individual Property as a Property Allocation. The article below details how to enter an Opportunity and create a Property Allocation to track the u

Record a Complete Purchase Transaction

Published April 10th, 2025 by Lindsey Griggs

Below, you'll find an overview of the steps involved in recording your buyer's complete purchase in HomeKeeper, including closing reconciliation, recording Funding Sources and their terms, and monthly housing costs. EXAMPLE: You can view a full recording of a purchase example entered into HomeKeeper here Step One: Navigate to the Purchase Tab F

Record a Counseling Session and Meeting Notes

Published June 30th, 2025 by Lindsey Griggs

In HomeKeeper, each one-on-one counseling session will be recorded as a Log Item on the Counseling/Education record. So, each client receiving 1-1 counseling should have one Service File, one Counseling/Education record (for each type of counseling received), and at least one Log Item. A one-on-one counseling client will have multiple related recor

Clean Your Data for HUD Reporting

Published August 6th, 2025 by Lindsey Griggs

Learn how to review your files for completeness in order to submit a successful 9902 Report to HUD each quarter. HomeKeeper includes a variety of tools for data cleanliness. We've included instructions for both frontline staff and administrators or program managers reviewing a complete submission. What Files Are Reported? What are HUD's Quarters? *

October 7th 2025: Design and Streamline Your Workflow in HomeKeeper

Published June 17th, 2025 by Lindsey Griggs

October 7th 2025, 10:00 am - 12:00 pm PDT Often, the biggest hurdle to get the most out of HomeKeeper is not having a solid understanding of your day-to-day workflow. In this workshop, learn how to outline workflow processes for common tasks and job functions, identify pain points, and explore tools to streamline them using HomeKeeper and Salesforce