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Setup and Maintenance

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

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 Simple Customizations HUD 9902 Reporting
  • Featured Articles
  • Get Expert Help
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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

  • Grant Temporary Access to HomeKeeper Support
  • User Management for HomeKeeper
  • Intro to List Views
  • Mass Editing with List Views and Reports
  • Reviewing User Licenses and Data Storage
  • Security and Permissions
  • Customizing Financial Checkpoints

Simple Customizations

  • Editing Choices on Drop-Down Menus (Picklists)
  • Edit Fields, Sections, and Related Lists on Your Page Layout
  • Create a Custom Field

HUD 9902 Reporting

  • Troubleshooting Errors when Submitting to HUD
  • Grant Temporary Access to HomeKeeper Support
  • Clean Your Data for HUD Reporting

Popular Articles

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

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