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User Guide and Tutorials

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  • 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
+ More

Application Tracking
  • Manually Entering An Applicant
  • Setting Up AMI Records
  • Tracking Income, Assets, Debts, and Credit Score
  • Calculating Percent of AMI in HomeKeeper
  • Application Pipeline Management

Homebuyer Management
  • Track Financial Metrics Over Time w/ Financial Checkpoints
  • Track Grant and Loan Terms with Funding Sources
  • Record a Complete Purchase Transaction

Counseling and Education
  • Enter and Update Counseling Agency Information
  • Enter and Update Counselors and Staff for HUD Reporting
  • Enter and Update a Group Session or Workshop
  • Register Attendees for a Group Session or Workshop
  • Enter a New One-on-One Counseling Client
  • Record a Counseling Session and Meeting Notes
  • Track Financial Metrics Over Time w/ Financial Checkpoints
  • Close a Counseling Case
  • Clean Your Data for HUD Reporting
  • How to Add a New NOFA as an Activity Type for HUD Billing

Property Development and Tracking
  • Entering A Property
  • Construction and Development Loans, Grants, and Subsidies
  • Development Costs for Acquisition, Construction, and Rehab

Post-Purchase Monitoring and Stewardship
  • Track Financial Metrics Over Time w/ Financial Checkpoints
  • Post-Purchase Monitoring and Compliance
  • Post-Purchase Stewardship Tools

Popular Articles

  1. Spring 2025 (Version 2.15) Release Notes
  2. HomeKeeper Object Overview
  3. Manually Entering An Applicant
  4. Winter 2025 (Version 2.14) Release Notes
  5. Edit Fields, Sections, and Related Lists on Your Page Layout
  6. Track Grant and Loan Terms with Funding Sources
  7. Introduction to Salesforce and HomeKeeper
  8. HUD Connect Release Notes
  9. User Management for HomeKeeper

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