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Setup and Maintenance

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If you still have questions or prefer to get help directly from an agent, please submit a request.
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Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started with HomeKeeper
  • User Guide and Tutorials
    Application Tracking Homebuyer Management Counseling and Education Property Development and Tracking Post-Purchase Monitoring and Stewardship
  • Training and Events
    Upcoming Webinars and Trainings Recorded Webinars and Trainings
  • Setup and Maintenance
    Release Notes Administrative Tasks to Maintain Your HomeKeeper HUD 9902 Reporting
  • Featured Articles
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Release Notes

  • Winter 2025 (Version 2.14) Release Notes
  • Spring 2025 (Version 2.15) Release Notes
  • HUD Connect Release Notes

Administrative Tasks to Maintain Your HomeKeeper

  • User Management for HomeKeeper
  • Security and Permissions
  • Intro to List Views
  • Grant Temporary Access to HomeKeeper Support
  • Reviewing User Licenses and Data Storage

HUD 9902 Reporting

  • Troubleshooting Errors when Submitting to HUD
  • Grant Temporary Access to HomeKeeper Support
  • How to Add the Latest HUD Activity Type to HomeKeeper

Popular Articles

  1. Spring 2025 (Version 2.15) Release Notes
  2. Winter 2025 (Version 2.14) Release Notes
  3. Introduction to Salesforce and HomeKeeper
  4. HomeKeeper Object Overview
  5. HUD Connect Release Notes
  6. Getting On Board With HomeKeeper
  7. Manually Entering An Applicant
  8. Record a Complete Purchase Transaction
  9. Track Grant and Loan Terms with Funding Sources

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