Application Processing
Dashboards direct staff to applications that require Document Review, applications awaiting eligibility determination, and applicant support requests.
Document Review is a speedy task with support instructions and links to uploads.
Eligibility Determination is your specialty. Public House supports your determinations with:
- Applicant uploads at your fingertips
- Household Size, Assets, Debt and Income rollups
- Income calculations, income exclusion and income override
- Flagged conflicts with your program requirements
Support Requests — Support requests are created as Cases in Salesforce and appear on your Application Processing Dashboard where you can open and respond to them directly.
Building your Candidate Pool
Build your housing opportunity candidate pool from the existing Applicants and Prospects that appear to be a good fit. Start by evaluating if you have enough existing Applicants to fill the opportunity. If Applicants are "expired" you can invite them to update their application if they are interested in the opportunity.
If you anticipate needing more Applicants, you can invite a limited number of Prospects to the full application.
Finalist Selection
Select finalists from your list of approved Applicants. An email with opportunity details will be sent asking if they would like to be considered as a Finalist and provided with a date to respond by. Check back on the deadline to see your interested finalists.