Public House supports streamlined, automated Annual Occupancy Surveys to help housing programs monitor compliance and stay connected with homeowners. Surveys are accessed through the Resident Portal and configured using Monitoring Events in Salesforce.

Surveys collect self-attested information from residents and are fully customizable to meet program-specific requirements — including questions, required documents, and digital signatures.

Survey Delivery

Surveys can be delivered using one of two scheduling models:

• Fixed-Date Launch: Send the survey to all homeowners at the same each year. This approach works well for a smaller number of properties and allows staff to block time to dedicate for reviewing submissions.
• Close Date Anniversary: Launch surveys on the anniversary of each owner’s original close date for a rolling schedule throughout the year.

Survey Completion

Residents receive email reminders with links to the Resident Portal. The portal guides them through five steps:

1. Update Household Details

Residents are prompted to confirm or update their household composition and contact details. This ensures the survey reflects current occupants and helps staff maintain accurate records.

2. Complete Survey

Residents answer required questions as defined by your program. These typically include topics like:

• Primary residence status
• Employment verification
• Subrental disclosures
• Demographic or impact data

3. Upload Documents

Residents are prompted to upload documents based on your configured requirements.

4. Agree to Terms

Before finalizing the submission, residents must review and confirm an attestation statement. This typically requires residents to affirm that the information is accurate and that they remain in compliance with program rules. The attestation text is fully customized to reflect your program’s specific legal or policy language.

5. Electronic Signature (Optional)

After completing the form and uploading documents, residents are prompted to sign electronically.

Resident Notifications

You can also use Monitoring Events to create resident-initiated forms for things like:

• Intent to Sell
• Request to Refinance
• Home Improvement

These notifications follow the same flow: custom form, required documents, optional signature, and PDF archiving.

Each is linked to a distinct Monitoring Event type.

Accessing Submitted Data

Once residents complete their survey, all submitted data — including answers, documents, and signatures — is linked to the corresponding Monitoring Event in Salesforce. A PDF copy of the submission is automatically saved in your connected cloud storage folder for compliance and audit purposes.

Staff can view submitted surveys from:

• The Annual Survey Monitoring dashboard in the Public House Admin App
• The Monitoring Event record on the resident’s Service File
• Custom Salesforce reports and dashboards

For a deeper explanation of how Monitoring Events track and store resident submissions, see:

👉 Monitoring Events & Resident Submissions

Survey Monitoring

Survey submission and processing can be viewed in the Annual Occupancy Monitoring dashboard. Staff can review submitted surveys and follow up delinquent residents.

Need to Reset a Survey?

If a survey was submitted in error or needs to be revised, you can reset the Monitoring Event.

Refer to the Annual Survey Troubleshooting article for step-by-step instructions.