HomeKeeper Knowledge Base

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

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

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

Webinar: Simple Customizations to Get More Out of HomeKeeper (June 2025)

Published July 11th, 2025 by Kathrina St. Flavin

On June 17th 2025, the HomeKeeper team hosted a 1.5 hour webinar to teach simple customizations to better tailor HomeKeeper to organization needs. The end users and accidental administrators who joined us learned to update help text, add new picklist values, customize a page layout, create a custom homepage, create a new list view, and integrate wit

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

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

Post-Purchase Stewardship Tools

Published July 9th, 2025 by Kathrina St. Flavin

Below we've outlined some common post-purchase stewardship activities and the out-of-the-box method for tracking them in HomeKeeper. Interactions and Engagement with Homeowners Post-Purchase Education You can track your post-purchase workshops and education as Group Sessions. Attendees can be registered from their existing Service File, allowing y

Webinar: Re-Orientation: Using HomeKeeper for HUD FY Reporting (January 2022)

Published October 21st, 2025 by Kathrina St. Flavin

In January 2022, HomeKeeper invited the 40+ housing counseling agencies using HomeKeeper as their HUD certified CMS to see how the HK user interface is affected by the HUD FY22 changes to the 9902. HUD's FY22 revisions affect data entered into HomeKeeper eligible for reporting to HUD in FY22 (10/1/2021 - 9/30/2022, and future). Watch the full record

Post-Purchase Monitoring and Compliance

Published June 26th, 2025 by Kathrina St. Flavin

This article reviews HomeKeeper's Monitoring Event feature, which supports post-purchase monitoring stewardship efforts. What is a Monitoring Event? Monitoring Events represent your organization's post-purchase monitoring activities. Your program can use Monitoring Events to log program compliance information, improvement requests from homeowners,

Webinar: Admin Tasks to Maintain Your HomeKeeper (February 2024)

Published July 11th, 2025 by Kathrina St. Flavin

On February 29th 2024, the HomeKeeper team hosted this one-hour webinar to review basic administrative functions needed to keep your HomeKeeper working efficiently. The training included an overview of routine tasks and responsibilities for administrators, breakout sessions (101 and 102) with demos and resources, demonstrations on adding basic custo

Webinar: Financial Checkpoints Feature Release (May 2023)

Published July 11th, 2025 by Kathrina St. Flavin

In May 2023, the HomeKeeper team met with users to demonstrate how to configure and use the new Financial Checkpoints feature to track changes in financial metrics over time. Available for Lightning users on versions 2.10 and beyond. View the full recorded webinar on Youtube here Your browser does not support HTML5 video. View Training Slides Div

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

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

Development Costs for Acquisition, Construction, and Rehab

Published July 30th, 2025 by Kathrina St. Flavin

This article provides instructions on how to track Development Costs associated with properties in your program's portfolio. The Development Costs feature tracks costs for a project, including the direct costs of labor and materials, contractor's overhead and profit, plus indirect costs like development loan interest. Step 1: Add a new Development

Webinar: Design and Streamline Your Workflow with HomeKeeper (October 2025)

Published October 15th, 2025 by Kathrina St. Flavin

In this workshop, attendees learned how to outline workflow processes for common tasks and job functions, identify pain points, and explore tools to streamline them using HomeKeeper and Salesforce! Your browser does not support HTML5 video. View Training Slides Resources Submit a HomeKeeper Support Ticket Miro Practice Boards Continue to map your

Preparing for Your HomeKeeper Orientation

Published June 23rd, 2025 by Kathrina St. Flavin

Once your HomeKeeper application is configured, you're ready to complete your orientation trainings! So, what can you expect from your upcoming trainings? Keep reading to learn how to prepare for your orientation. How Long is Orientation? The duration of the onboarding depends on the product(s) you purchased. Your organization will attend HomeKeepe