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Application Configuration

1
  • Where do I look?

Public House: Product Overview

5
  • Privacy Policy
  • Public House Introduction
  • Benefits for Large Affordable Housing Providers
  • Technical Product Description
  • Why Salesforce and Homekeeper?

Security

1
  • Security
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PH Setup

9
  • Salesforce Authorization
  • Cloud Storage Setup
  • Google Drive Connection
  • Dropbox Connection
  • AWS S3 Connection
  • Box.com Connection
  • Settings
  • Stripe Keys
  • Login Page

Release Updates

5
  • 2024 Q3 Release Update
  • 2024 Q2 Release Update
  • 2024 Q1 Release Update
  • 2023 Q3 Release Update
  • Development Roadmap
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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
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PH Programs

6
  • Configuration
  • Branding
  • Email
  • Application Fees
  • Terms
  • Communication Templates

Initial Public House Set-Up

1
  • Hide the Public House App

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
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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

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
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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

Payment Processing: Stripe

1
  • Application Fee Processing

Implementation

2
  • 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
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Security Documentation

1
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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
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Managing Screening Forms

6
  • Screening Forms: An Overview of Questions and Fields
  • Screening Forms: Aligning Your Program(s) with Public House
  • Screening Forms: The Basic Process
  • Screening Forms Create Intake Records
  • Screening Forms: The Basics of Parent and Historical Intakes
  • Minimum Income Limit Exception
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Miscellaneous

  • 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

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