Configuration | Public House Support

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Public House Support

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System Status
Products

Public House: Product Overview

4

Public House Introduction
Benefits for Large Affordable Housing Providers
Technical Product Description
Why Salesforce and Homekeeper?

Security

1

Security

Release Updates

5

2024 Q3 Release Update
2024 Q2 Release Update
2024 Q1 Release Update
2023 Q3 Release Update
Development Roadmap

Release Update Archive

9

2023 Q1 Release Update
2023 Q2 Release Update
2022 Q4 Release Updates
2022 Q3 Release Updates
2022 Q2 Release Updates
2022 Q1 Release Updates
2021 Q4 Release updates
2021 Q2 Release Updates
2020 Q1 Release Updates

Initial Public House Set-Up

3

Hide the Public House App
Public House Settings
Salesforce Authorization

Process Builders

1

Public House Process Builders

Custom Settings

1

Custom Settings

Recommended Best Practices

2

Recommended Best Practices
Working with PH

Screening Forms: How do they work?

1

Screening Forms: Introduction

Waitlist: How does it work?

5

Affordable Housing Waitlists: Introduction
Campaign Members
Candidate Pool: Overview
Candidate Pools: How do they work?
Recommended Households: Overview

Waitlist: Configuration

5

Housing Program Campaigns: Creating a New Waitlist
Candidate Pool: Configuration
Applicant Invitations and Selection
Property Candidate Pool
Property Set-Up

Public House Portals: Introduction

2

Application & Homeowner Portals
Public House Application Overview

Application Portal: Applicant Support

3

Public House Portals: Logging On
Troubleshooting Application Access
Application Access Recovery

Homeowner Portal

4

Occupancy Survey Process
Monitoring Event Overview
Adding an Annual Survey for a New Owner
Occupancy Survey Troubleshooting

Public House Application: How does it work?

8

Application Processing (Staff)
Application Flow
Refreshing Applications
New Applications for Current Residents
Public House Application Management: Overview
Application Data: Service Files
Application Process Flow
Reusing Applications

Calculating Income

3

Unreported Deposits / Miscellaneous Income
Calculating Household Income
Assets & Imputed Income

Application Metrics

1

Application Process History

Required Documents:How do they work?

6

File Storage
Required Documents Overview
Required Documents: Applicant Submission
Required Documents: Document Review
Required Documents: Document Corrections
Required Document Settings: Expiration

Required Documents:Configuration

3

Creating Required Documents
Required Document Templates: Conditional Fields
Document Review: Document Review Fields

Document Mangement:Configuration

5

Folder Structure
File Limits and Restrictions
Google Drive Configuration
Dropbox Configuration
AWS S3 Configuration

Application PDFs

1

Application PDFs

AMI

1

AMI

Income Limit Calculations: How does it work?

1

Maximum and Minimum Income Limits

Annual Subscription and Applicant Credits

2

Annual Subscription & Billing
Quarterly Report and Invoice

Custom Development Services

1

Custom Development Services

Email & SMS Reminders & Notifications

3

Email Deliverability
Property Invitation Emails
Email & SMS Reminder Schedules

Email Templates: Configuration

1

Finding & Editing HTML Email Templates

Credit Check

1

Credit Checker Integration

Payment Processing: Stripe

3

Application Fee Processing
Stripe Requirements
Stripe Configuration

Digital Signature

1

Digital Signatures

Implementation

3

Head-to-Head FormAssembly Templates
Implementation Overview
Implementation Prerequisites

Required Documents

2

Supporting Document Uploads
Required Document Files Troubleshooting

Tips & Troubleshooting

3

Troubleshooting Status
Restoring an Expired Application
Working with PH

Configuration

4

Optional Application Questions
Process Automation
Programs
Eligible Service Files Check

Supporting Document Uploads

37

Security Documentation

1

Miscellaneous

17

Included Customizations
Salesforce Trails
Homekeeper Support
On-boarding Meeting Schedule
Staff Fields
Waitlist Lottery Management
Sales Process
Required Document Files Troubleshooting
Supporting Document Cloud Storage
Glossary of Terms
Tips on Mass Updates
Public House Customer Support
Screening Form Intake Records
Invite to Apply
Still can have issues with any files with the same name
Mass Update Considerations
Application UI

Managing Screening Forms

8

Screening Forms: An Overview of Questions and Fields
Screening Forms: Aligning Your Program(s) with Public House
Screening Forms: The Basic Process
Screening Form: The Basics of Email Templates
Screening Forms Create Intake Records
Screening Forms: The Basics of Parent and Historical Intakes
Automation of Required Applicant Updates
Minimum Income Limit Exception

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Docs
Email Templates: Configuration

Email Templates: Configuration

Finding & Editing HTML Email Templates

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