Webinar: Entering and Evaluating Resales (December 2024)
Table of Contents
On December 3rd, 2024 we hosted "Entering and Evaluating Resales" to review the process of how to enter detailed Resale information, and review resources you have available for evaluating resale performance. Below you'll find an overview of the process, along with relevant links.
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Entering a Resale Overview
- Enter (or review) purchase information on the Service File for the seller's initial purchase of the property.
- Fill out purchase information on the Service File for the new Buyer.
- Click into the Resale Tab (or use the "Enter Resale Information" Custom Link). Click through each tab, following instructions to complete the resale.
- Leverage other "Resale" fields and functions such as
- Resale workflow process tracking fields in the Property Resale Section of the Service File (i.e. "Notice of Intent to Sell Received," "Inspection Ordered," etc.)
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Financial Checkpoints!
- Collect financials at key moments (such as Application, Purchase, and Resale) to evaluate program participants' financial changes throughout their time in your program.
Resources for Resale Performance Evaluation
- HomeKeeper Template Resale Reports - Navigate to Reports and search "Resale" to find all Template reports!
- Create Your own custom reports using HomeKeeper's Summary and calculated fields.
- Leverage the HomeKeeper National Data Hub, and your Social Impact Reports!
- Reach out to HomeKeeper Support to get signed up for the National Data Hub (totally free!).