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Kathrina St. Flavin
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Setting Up AMI Records
Published May 9th, 2025 by Kathrina St. Flavin
This article walks you through how to create your AMI records. HomeKeeper can automatically calculate the AMI percentage for a household. For this automation to work, you will need to create AMI records and connect them to the household's Service File. HomeKeeper will use median income information in the AMI record to automatically calculate AMI for
HomeKeeper Object Overview
Published February 20th, 2025 by Kathrina St. Flavin
Below you'll find a complete list of all HomeKeeper Objects and their intended uses and examples. What is an Object? In Salesforce, an Object refers to “a collection of records, like leads or contacts.” Objects are like Excel sheets that structure and organize information. HomeKeeper was built with both custom Objects and Salesforce Standard Objects
Getting On Board With HomeKeeper
Published May 16th, 2025 by Kathrina St. Flavin
Welcome to HomeKeeper! This article helps you understand the HomeKeeper onboarding steps. Each stage below provides information on the actions you will take and key HomeKeeper staff who will support your progress. Step 1: Scoping & Signing HomeKeeper Staff Marketing and Communications Senior Specialist User Actions Sign HomeKeeper Agreement
Tracking Income, Assets, Debts, and Credit Score
Published April 10th, 2025 by Kathrina St. Flavin
By entering a household's income, assets, and debt, HomeKeeper automatically calculates qualifying information such as “Percent of AMI,” “Total Monthly Debt Obligations," ”Actual Debt Ratio," and "Qualifying Amt. Available-House Payments." Organizations can use these calculations to support day-to-day program administration, impact measurement, and
Manually Entering An Applicant
Published February 27th, 2025 by Kathrina St. Flavin
This article walks users through manually entering an applicant (or program participant) in HomeKeeper. The process may differ if your organization utilizes online applications to create files. Step One: Create the Service File Use the “New” button under Services to create a new file, selecting the appropriate Record Type, and entering key details
Entering A Property
Published May 16th, 2025 by Kathrina St. Flavin
This article provides guidance on entering a Property in HomeKeeper. Properties can include land you own, homes you're building, homes purchased through buyer-initiated programs, properties in your portfolio, properties in your pipeline, or homes that were sold out of your program. Additionally, the Property Object includes information about each Pr
Calculating Percent of AMI in HomeKeeper
Published May 2nd, 2025 by Kathrina St. Flavin
Once income and household information is entered, HomeKeeper can calculate the percent AMI for a household’s Service File. This article gives instructions on how to enter the metrics required to populate the "Percent of AMI" field on the Service File. Step 1: Enter Application Household Members to Get Household Size For New Service Files, calculat
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