Docs Category: Implementation | Public House Support

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PH Programs

Configuration

Screening Forms: How do they work?

An Overview of Screening Forms
Screening Forms: Introduction
Understanding Screening Form Questions

Screening Form Configuration

Configuring Your Screening Forms
Screening Form Config
Using Your Own Screening Tools with Public House
Configuring Screening Form Email Templates

Waitlist: How does it work?

Affordable Housing Waitlists: Introduction
Candidate Pool: Overview
Recommended Households: Overview

Waitlist: Configuration

Screening Campaigns: Creating a New Waitlist

Public House Portals: Introduction

Application & Homeowner Portals

Application Portal: Applicant Support

Troubleshooting Application Access
Application Access Recovery

Homeowner Portal

Homeowner/Renter Portal
Monitoring Event Overview
Occupancy Survey Process
Occupancy Survey Troubleshooting

Public House Application: How does it work?

Application Processing (Staff)
New Applications for Current Residents
Application Process Flow
Reusing Applications

Calculating Income

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

Application Metrics

Application Process History

Required Documents:How do they work?

Exploring Required Document Templates
Creating Required Documents
Understanding Screening Forms and Campaign Parameters
File Storage
Required Documents Overview
Required Documents: Applicant Submission
Required Documents: Document Review
Required Documents: Document Corrections
Required Document Settings: Expiration

Required Documents: Configuration

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

AMI

AMI

Income Limit Calculations: How does it work?

Minimum Income Limit Exception
Understanding and Managing AMIs
Maximum and Minimum Income Limits

Annual Subscription and Applicant Credits

Annual Subscription & Billing
Quarterly Report and Invoice

Email & SMS Reminders & Notifications

Email Deliverability
Property Invitation Emails
Email & SMS Reminder Schedules

Payment Processing: Stripe

Application Fee Processing

Implementation

Implementation Overview
Implementation Prerequisites
Email Sender Details
Application Domain
Cloud Storage Setup
Salesforce Authorization

Required Documents

Supporting Document Uploads
Required Document Files Troubleshooting
Exceeding the Upload Limit for Required Documents

Tips & Troubleshooting

Restoring an Expired Application

Configuration

Optional Application Questions
Process Automation
Programs

Supporting Document Uploads

Security Documentation

Miscellaneous

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
Invite to Apply
Still can have issues with any files with the same name
Mass Update Considerations

Managing Screening Forms

Screening Forms: The Basic Process
Screening Forms: Aligning Your Program(s) with Public House
Screening Forms: An Overview of Questions and Fields
Screening Forms: The Basics of Parent and Historical Intakes
How to Find Your Screening Form Email Templates

Lotteries

Overview: Lotteries and Waitlists
Lotteries Overview
How Lotteries Work
Weighted Lotteries
Lottery Screening Forms
Multi-Property Lottery Entry

AI Tools

AI Support API

Application Management

Applicant Invitations and Selection
Dual-factor Authentication
How to Access an Application
Your Application UI
Public House Application Overview

Application Processing Overview

Application PDFs
Determination
Document Review
Finding Your Application Processing Dashboard
Using Your Application Processing Dashboard
Understanding Application Processing in Public House

Properties

Finding Your Properties
Property Set-Up
Property Candidate Pool

Candidate Pools

Candidate Pools: How do they work?
Candidate Pool: Overview
Finding Your Candidate Pools

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Implementation

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