HomeKeeper Knowledge Base

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

September, 8th 2026 - Learning Lab: Automate with Flow Builder

Published February 25th, 2026 by Kathrina St. Flavin

September 8th, 2026, 12:00 pm - 2:00 pm PST September 10th, 2026, 12:00 pm - 2:00 pm PST September 15th, 2026, 12:00 pm - 2:00 pm PST Price: $500 6hrs Are you comfortable with using and configuring HomeKeeper, but curious about what else it can do? Salesforce offers several ways to automate, but they can seem complicated and unapproachable. Flow i

Sep 23rd, 2026 - Learning Circle: NeighborWorks Organizations

Published February 24th, 2026 by Kathrina St. Flavin

Sep 23rd, 2026, 10:00 am - 11:00 am PST This is a space to connect, learn, and share ideas with other Habitat for Humanity affiliates using HomeKeeper. During this first meeting, we’ll brainstorm together to better understand what you need from HomeKeeper—your program management and tracking needs, as well as shared pain points across Habitat affili

June 17th, 2026 - Learning Circle: Habitat for Humanity

Published February 18th, 2026 by Kathrina St. Flavin

June 17th, 2026, 10:00 am - 11:00 am PST This is a space to connect, learn, and share ideas with other Habitat for Humanity affiliates using HomeKeeper. During this first meeting, we’ll brainstorm together to better understand what you need from HomeKeeper—your program management and tracking needs, as well as shared pain points across Habitat affil

April 14th, 2026 - Learning Lab: Building Reports for Data Visualization

Published February 18th, 2026 by Kathrina St. Flavin

April 14th, 2026, 10:00 am - 1:00 pm PST April 16th, 2026, 10:00 am - 1:00 pm PST Price: $400 6hrs Join us for our first-ever Learning Lab! This interactive space is designed for you to learn, practice, create, and receive help and feedback along the way. In this Lab, we’ll focus on building Reports and starting a Dashboard that leadership can use

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

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

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,

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

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

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: 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

July 15th, 2026 - HomeKeeper Pro Tips: Using AI with HomeKeeper

Published February 24th, 2026 by Kathrina St. Flavin

July 15th, 2026, 10:00 am - 11:30 am PST Since ChatGPT launched in 2023, AI has become nearly ubiquitous. How can HomeKeeper users actually leverage these tools to navigate busy workdays more effectively? Join Tom Tosuksri, Director of Product, as he shares his perspective on AI as a pathway to equitable productivity and accessible learning. In this

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

Aug 4th, 2026 - GSN Training Institute Online: HomeKeeper Basics and Beyond: Homeownership

Published February 24th, 2026 by Kathrina St. Flavin

Aug 4th, 2026, 10:00 am - 11:30 am PST Aug 6th, 2026, 10:00 am - 11:30 am PST Price: $139.05 3hrs Most homeownership programs are collecting data but are you really using it effectively to shape our programs? This session will provide actionable steps and resources to help homeownership programs improve data collection and impact measurement. No da

Webinar: HomeKeeper Revival - Bring Your HomeKeeper Back to Life (February 2026)

Published February 24th, 2026 by Kathrina St. Flavin

On February 18, 226, our team hosted a webinar to help our users refresh their HomeKeeper system. Organizations that experienced staff turnover, a pause in new applications or development, or simply hadn't kept up with recent updates attended. This recording shows you how to: Upgrade and refresh your HomeKeeper system Learn about the latest HomeKeep

May 4th, 2026 - GSN Training Institute Online: Your Data Checklist: From Data Collection to Impact

Published February 18th, 2026 by Kathrina St. Flavin

May 4th, 2026, 10:00 am - 11:30 am PST May 6th, 2026, 10:00 am - 11:30 am PST Price: $139.05 3hrs Most homeownership programs are collecting data but are you really using it effectively to shape our programs? This session will provide actionable steps and resources to help homeownership programs improve data collection and impact measurement. No da

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

March 17th 2026 - Webinar: HomeKeeper Roadmap / Recap

Published February 5th, 2026 by Kathrina St. Flavin

March 17, 2026, 12:00 pm - 1:00 pm PST Each year, HomeKeeper hosts our annual Roadmap/Recap, a gathering for HomeKeeper Users, Alliance Partners and our team. We'll be highlighting notable HomeKeeper wins and lessons from 2025, and give you a preview of what to expect from HomeKeeper this year. Click here to register

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

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

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

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

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