The goal is to create a shortlist of vetted, interested Applicants for a property using the least amount of time and resources.
Public House surfaces the ideal Prospects and Applicants, ordered by rank, for each Property. You can selectively invite Prospects to apply and Applicants to be a Finalist.
Prospects and Applicants have the option to pass on your invitations without consequence. Deferring the application until there is a property the Prospect is a good fit for, has priority, and is interested in will greatly reduce the amount of application processing required of your team.
Key Terms
- Prospects – Households who have submitted a screening form but have not started the application process.
- Applicants – They have started the application process. Select "Approved" Applicants as Finalists for Properties.
- Finalists – Approved Applicants that meet the property criteria and are interested in the Property.
Housing Program Campaign
Screening Forms populate Housing Program Campaigns with households that are a good fit for your program. The Housing Program Campaign tracks the applicant's journey from screening form, to application, to Finalist selection.
Housing Program Candidate Pool
Use the Housing Program Candidate Pool to request applications and application updates from your Housing Program Campaign (not related to a specific Property). These requests are not optional — Applicants who fail to submit their applications by the deadlines are Ineligible.
- Request Applications – Creates a Service File application and sends the Request Application email.
- Request Updates – Resets their Service File and sends the Request Update email.
Property Candidate Pool
The Property Candidate Pool shows the Prospects and Applicants from the Housing Program Candidate Pool that meet the Property Criteria.
Streamlining Selections
Minimize the number of applications you process by:
- Selecting Finalists from existing, approved Applicants whenever possible
- Inviting Prospects to apply who meet the property criteria and have priority
- Giving Applicants the option to pass and wait for opportunities that interest them without affecting their priority
The Approach
- Create your Property
- Open the Candidate Pool
- Invite qualified Applicants to be a Finalist based on their priority
- Consider the property's desirability to gauge how many Finalists you'll need to invite. Invite more Applicants for less desirable properties. If you need additional Applicants, send out Application Invitations to the next Prospects in your list.
Prospects shouldn't start an application until there is an available Property that they meet the criteria for (household size, income, assets), that they have waitlist priority/lottery rank/preference for, and that they are interested in.