Document Review Fields expediate the document review process by allowing staff to reference fields specific to Required Documents without having to return to the application.
For example, when reviewing a checking account bank statement, you verify that the uploaded bank statements include:
- financial institution name
- account number (last 4 digits)
- account type
- account owner name
- balance
Having these fields at your fingertips makes it fast and easy to approve the bank statements. screenshot pending
Quick tip: Documents open in a new tab. You can quickly switch between your application tab and the document tab with hot keys:
- Chrome/Edge/Safari: Next tab Ctrl+Tab+Previous tab Ctrl + Shift +Tab
- Firefox: Ctrl + Tab allows you to switch between tabs similar to how Alt +Tab allows you to switch between windows.
Editing Document Review Fields
The Document Review Fields on display are set-up in the Required Document Templates. To customize the Document Review fields, edit the value of the Document Review Fields section of the template.
Make sure to use Field API names and not Field labels. Sepatate Multiple Document Review Fields by commas.
Attempting to save an invalid Document Review Field will throw a validation error:
Identifying API Field Names
Field Names are found in the Object Manager.
If you’d like to have Account Number as a Document Review Field, you’ll use the API Field Name PHA__Account_Number__c.
Important: You can only use fields from the Document Review Location object. In simpler terms, if your Required Document appears in the Asset section of the applications, your Document Review Fields must be fields on the Asset object.
Common fields used from Objects:
| Asset Object Fields | |
| Field NAME | API NAME |
| Financial Institution Name | |
| Account Number | PHA__Account_Number__c |
| Asset Type | HOMEtracker__Type__c |
| Household Member Name | PHA__Household_Member_Name__c |
| Value | HOMEtracker__Value__c |
| Income from Asset | PHA__Income_from_Asset__c |
| Upcoming Year Withdrawals | PHA__Upcoming_Year_Withdrawls__c |
To use them all, paste the following into Document Review Fields:
Name, PHA__Account_Number__c, HOMEtracker__Type__c, PHA__Household_Member_Name__c, HOMEtracker__Value__c, PHA__Income_from_Asset__c, PHA__Upcoming_Year_Withdrawls__c
Other common document review fields by object:
| Debt Object Fields | |
| Field Name | API Name |
| Financial institution | Name |
| Account Number | PHA__Account_Number__c |
| Debt Type | HOMEtracker__Debt_Type__c |
| Household Member Name | PHA__Household_Member_Name__c |
| Balance Due | HOMEtracker__Balance_Due__c |
| Monthly Payment | HOMEtracker__Monthly_Payment__c |
To use them all, paste the following into Document Review Fields
Name, PHA__Account_Number__c, HOMEtracker__Debt_Type__c, PHA__Household_Member_Name__c, HOMEtracker__Balance_Due__c, HOMEtracker__Monthly_Payment__c
| Income Source Fields | |
| Field Name | API Name |
| Employer/Business Name | HOMEtracker__Employer_Business_Name__c |
| Income Type | HOMEtracker__Income_Type__c |
| Employment Status | PHA__Employment_Status__c |
| Household Member Name | PHA__Household_Member_Name__c |
| Employment Start Date | HOMEtracker__Employment_Start_Date__c |
| Employment End Date | HOMEtracker__Employment_End_Date__c |
| Gross Income for Specified Period (Year toDate Income) | PHA__Gross_Income_for_Specified_Period__c |
| Gross Annual Income | HOMEtracker__Pretax_Income_This_Year__c |
| Pay Period | PHA__Pay_Period__c |
| Pay Period Average Hours | PHA__Annual_Bonus__c |
| Pay Period Average Pay | PHA__Pay_Period_Average_Pay__c |
| Weekly Hours | PHA__Weekly_Hours__c |
To use them all, paste the following into Document Review Fields:
HOMEtracker__Employer_Business_Name__c, HOMEtracker__Income_Type__c, PHA__Employment_Status__c, PHA__Household_Member_Name__c, HOMEtracker__Employment_Start_Date__c, HOMEtracker__Employment_End_Date__c, PHA__Gross_Income_for_Specified_Period__c, HOMEtracker__Pretax_Income_This_Year__c, PHA__Pay_Period__c, PHA__Annual_Bonus__c, PHA__Pay_Period_Average_Pay__c, PHA__Weekly_Hours__c
| Household Member Object | |
| Field Name | API Name |
| Name | HOMEtracker__Name__c |
| Birthdate | HOMEtracker__Birthdate__c |
| Age | HOMEtracker__Age__c |
| Gender | HOMEtracker__Gender__c |
| Marital Status | PHA__MaritalStatus__c |
| Military Status | PHA__MilitaryStatus__c |
| US Citizen or Resident Alien | PHA__US_Citizen_or_Resident_Alien__c |
To use them all, paste the following into Document Review Fields:
HOMEtracker__Name__c, HOMEtracker__Birthdate__c, HOMEtracker__Age__c, HOMEtracker__Gender__c, PHA__MaritalStatus__c, PHA__MilitaryStatus__c, PHA__US_Citizen_or_Resident_Alien__c
| Financial History | (Service File Object) |
| Name | API Field |
| Credit Score of Primary Applicant, if known Applicant Credit Score | HOMEtracker__Credit_Score__c |
| Have you ever had a home in foreclosure? Applicant Past Foreclosure | HOMEtracker__Applicant_Past_Foreclosure__c |
| When was your first foreclosure notice? Applicant Past Foreclosure Notice Date | HOMEtracker__Applicant_Past_Foreclosure_Notice_Date__c |
| Have you ever had a bankruptcy discharge? Bankruptcy | HOMEtracker__Bankruptcy__c |
| When was the bankruptcy discharge? Date of Bankruptcy Discharge | HOMEtracker__Date_of_Bankruptcy_Discharge__c |
| Have you had late credit card payments this year? Applicant Late Payment History | HOMEtracker__Applicant_Late_Payment_History__c |
| What is your general monthly credit card payment? Credit Card Payment Behavior | HOMEtracker__Credit_Card_Payment_Behavior__c |
| What Adjusted Gross Income did you report on your most recent federal taxes? Combine income for all household members if filed separately. Last Year Reported Income | PHA__Last_Year_Reported_Income__c |
| What Adjusted Gross Income did you report on your 2 years ago federal taxes? Combine income for all household members if filed separately. 2 Years Ago Reported Income | PHA__X2_Years_Ago_Reported_Income__c |
| Is your household expecting significant household income changes in the coming year? Expected Income Changes | PHA__Expected_Income_Changes__c |
| If your household is anticipating significant income changes in the coming year, please describe here. Expected Income Changes (Description) | PHA__Expected_Income_Changes_Description__c |
To use them all, copy and paste these fields:
| Current Living Situation | (Service File Object) | |
| Name | API Field | |
| What is your current living situation? Applicant Living Situation | HOMEtracker__Current_Living_Situation__c | HOMEtracker__Current_Living_Situation__c |
| Are there more than 2 people per bedroom in your current living situation? Overcrowded | HOMEtracker__Overcrowded__c | |
| How many bedrooms does your home have? Applicant Bedrooms | HOMEtracker__Current_Bedrooms__c | |
| How much are your current monthly expenses? Applicant Monthly Housing Costs | HOMEtracker__Current_Monthly_Rent__c | |
| Does the Rent include utilities? Utilities Included in Rent? | HOMEtracker__Utilities_Included_in_Rent__c | |
| How much are your monthly utilities? Other Monthly Housing Expense/Adjustment | HOMEtracker__Other_Monthly_Housing_Expense_Adjustment__c | |
| Do you have Section 8 voucher? Receiving Section 8 Subsidy? | HOMEtracker__Receiving_Section_8_Subsidy__c | |
| How much is the Section 8 subsidy received? Section 8 Subsidy Amount | HOMEtracker__Section_8_Subsidy_Amount__c | |
| What type of housing do you currently live in? Applicant Housing Type | HOMEtracker__Current_Housing_Type__c | |
| Do you have a disability need for a reasonable accomodation? Person with Special Needs In Household | HOMEtracker__Person_with_Special_Needs__c |
| Housing Interests | Service File Object |
| Field NAME | API NAME |
| Are you a First Time Home Buyer? First-Time Homebuyer | HOMEtracker__First_Time_Homebuyer__c |
| What is your primary reason for wanting to purchase a home? Primary Reason for Purchase | HOMEtracker__Primary_Reason_for_Purchase__c |
| Which of the following are barriers to buying a home? Hurdles to Overcome | HOMEtracker__Hurdles_to_Overcome__c |
| When do you expect to be financially ready to purchase a home? Months to Financial Readiness | HOMEtracker__Months_to_Financial_Readiness__c |
| What amount of your down payment will be from sources outside your savings and assets? Down Payment from Other Sources | PHA__Down_Payment_from_Other_Sources__c |
| Please select the neighborhood in which you want to purchase the home. Neighborhood Desired | HOMEtracker__Neighborhood_Desired__c |
| What are your top 3 preferences about a neighborhood? Desired Neighborhood Characteristics | HOMEtracker__Desired_Neighborhood_Characteristics__c |
| How many bedrooms do you need? Number of Bedrooms Desired | HOMEtracker__Bedrooms_Desired__c |