This implementation covers the configuration of an Annual Survey and supporting features in the Resident Portal. These tools help affordable homeownership programs maintain long-term stewardship and ensure compliance through easy, digital engagement with homeowners.
Deliverables
- 1 Annual Survey Form, customized to your program
- Up to 3 Resident Notifications or Short Forms Used for optional check-ins such as:
- Intent to Sell
- Refinance Requests
- Home Improvement Projects
- General Homeowner Stewardship
Each form supports:
- Up to 15 questions
- Up to 5 required document uploads
- Multilingual display (based on resident’s language preference)
- Resident access via secure email/SMS links and portal login
- Optional electronic signature
Included Services
All implementations also include:
- Form construction and configuration
- Test records for up to 4 staff members
- One round of feedback and revisions per form
- Automated reminders, with delinquency status flagged 2 weeks after the deadline
Customization & Scope Limits
- Form Limits: Implementation includes one Annual Survey and three short forms. Each is capped at 15 questions and 5 document uploads.
- Monitoring Event Mapping: The Annual Survey is linked to a Monitoring Event to enable automated delivery and staff tracking.
- Form Logic: Standard conditional logic is supported. Custom workflows or advanced branching require separate development.
- Revisions: One round of revisions is included per form. Additional edits can be scoped separately.
- Additional Work: Forms, questions, or revisions beyond the included scope may be quoted at $150/hour.
Participation Costs
This implementation covers configuration only. Annual survey participation costs (per household) are billed separately.
See Annual Subscription & Billing for more information.
Implementation Prerequisites
Before configuration begins, clients must:
- Complete the Annual Survey Questionnaire
- Provide relevant data exports (if applicable)
- Finalize survey questions and document upload requirements
- Identify up to 4 internal testers
Implementation Timeline (3 Weeks)
Week 1: Kickoff & Planning
- Review goals and implementation process
- Confirm survey content and document needs
- Identify data cleanup needs (if applicable)
Week 2: Configuration & Testing
- Build forms and connect to Monitoring Events
- Configure communication reminders
- Provide test records for staff to review
- Collect feedback and apply one round of revisions
Week 3: Launch & Monitoring
- Create Monitoring Events and begin sending reminders
- Monitor early resident responses
- Address questions and support a successful rollout