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Public House Support

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Application Configuration

Configuring Applications
Where do I look?
Login Page
Stripe Keys
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Application Fees
Branding
Communication Templates

Public House: Product Overview

Privacy Policy
Public House Introduction
Streamlining Your Application Process with Public House
Security
Technical Product Description
Why Salesforce and Homekeeper?

PH Setup

Salesforce Authorization
Cloud Storage Setup
Google Drive Connection
Dropbox Connection
AWS S3 Connection
Box.com Connection
Settings

Release Updates

2025 Q2 Release Update
2025 Q1 Release Update
2024 Q4 Release Update
2024 Q3 Release Update
2024 Q2 Release Update
2024 Q1 Release Update
Development Roadmap

Release Update Archive

2023 Q3 Release Update
2023 Q2 Release Update
2023 Q1 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

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

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
Understanding Your Google On-Boarding Document
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

Internal Processes

Help Request Cases
Package Upgrade Tool
PH Approach to Updates
Organization Chart
Application Reset (internal)
Apex Scripts
Tracking Hours
Team Members
Development Tools

Supporting Document Uploads

JSON Config

Authentication JSON
Full Application Folder JSON
Organization JSON
Configuration JSON
Application Section JSON
Staff Config JSON
Screening Form JSON
Homeowner Portal JSON

Customer Support

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

Onboarding

Understanding Your Google On-Boarding Document

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

Annual Surveys: How do they work?

Resident Portal
Annual Surveys
Resident Portal & Annual Survey – Implementation Details and Scope

Annual Survey: Configuration

Configuring Annual Surveys

Annual Survey: Management

Annual Survey Prep Checklist
Annual Survey Owner Criteria
Monitoring and Reviewing Annual Surveys
Manually Creating Monitoring Events
Troubleshooting Annual Surveys

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