The Public House Application is a web-based application portal that allows Applicants the flexibility to conveniently complete an affordable housing application on a desktop, tablet, or mobile device and electronically submit it for review.
Information is entered and reviewed through the Application Portal, but not saved there. All data entered into the application is pushed into the Salesforce Service File.
Application Sections
Application questions are organized into specific sections:
- Financial History
- Current Living Situation
- Household Members
- Debts
- Assets
- Income
Organizations are expected to customize the application questions that make the most sense for your program types and requirements — even excluding sections completely if they do not apply (like debts for rental programs).
Application Navigation
To complete the application, Applicants must answer all application questions in each section, starting by selecting the section header to open the related questions. Applicants can start and save the application at any time.
Application Status = Incomplete once an applicant enters any data.
Icons provide a quick reference of the status of each required form and document. Once an application section is complete, a green checkbox icon appears. Once all sections have that mark, the application can be submitted.
Financial History/Current Living Situation – Applicants answer all questions in these sections, including Yes/No, open text, date, and multiple choice answers.
Household Member Section – The household member that completed the initial waitlist application is listed as the primary household member. To add additional members, Applicants select the 'Add a Household Member' icon and enter each member's information.
Income/Asset/Debt Questions – Applicant selects the 'Add Type' option for each income, asset, and debt source, then: associates the correct household member; selects the specific type; answers the associated questions (dynamic based on type); and selects Save.
Required Documents – As an applicant completes a form, any associated required document uploads display with the red clock icon.
Missing Information – When an incomplete form is opened, missing fields are highlighted. In the main view, rolling over the Form Incomplete link displays missing fields in a Missing Information window.
Application Submission
Once all sections are completed and documents uploaded, the system prompts the applicant to submit for review. The applicant completes a certification statement (with an electronic signature if applicable) and receives an emailed copy of their application as a PDF.
Application Status = Document Review
Staff-Only Reference Sections
These sections are visible to staff only at the top of each application:
- Application Status – Displays the application status and an overview of documents required vs. documents to review.
- Monthly Summary – Summarizes monthly household income based on application data.
- Down Payment – Summarizes how much is available based on application data.
- AMI – Displays the maximum AMI percentage, maximum allowable AMI at move-in, and AMI percentage of calculated household income.
Monthly Summary, Down Payment, and AMI can be removed if not applicable to your program.