Tracks affordable housing programs, properties, grants, loans, and counseling records in Salesforce Platform.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
HomeKeeper — screenshot from the Salesforce AppExchange listing

What it does

HomeKeeper centralizes affordable homeownership and inclusionary program records in Salesforce Platform. It records properties, real estate information, grants, loans, applications, homebuyers, transactions, eligibility, owners, compliance, resale formulas, and subsidies. It also provides program evaluation reporting and housing counseling case management for sessions and workshops. The vendor states that it can send 9902 reports to HUD and includes enrollment in the HomeKeeper National Data Hub.

Key capabilities

from the Salesforce AppExchange listing

Property Information Tracking

Records property and real estate information for affordable housing programs.

Grant And Loan Tracking

Tracks grants, loans, and housing subsidies.

Application And Buyer Tracking

Tracks applications and homebuyers.

Transaction Management

Manages housing-related transactions.

Eligibility Certification

Certifies program eligibility.

Compliance Monitoring

Monitors owners and records compliance information.

Resale Formula Tracking

Tracks resale price formulas.

Counseling Case Management

Manages housing counseling sessions and workshops.

Use cases

  • Community land trusts can use HomeKeeper for affordable homeownership programs.
  • Local government homeownership programs can use it to manage their program records.
  • Nonprofit housing developers can use it while producing homeownership units.
  • Organizations managing affordable housing portfolios for other organizations can use it across those portfolios.

Who it's for

For community land trusts, local government homeownership programs, nonprofit housing developers, Habitat for Humanity affiliates and state support organizations, affordable housing portfolio managers, and housing counseling organizations.

In the catalog

340 plugins in Salesforce Platform · Project Management

Price distribution: 93 free, 41 freemium, 206 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Simplify program administration ● Quickly retrieve key data ● Centralize notes and tasks online ● Create custom reports & dashboards ● Save time and money How we make your programs better: ● Implement best-practices ● Avoid loss of institutional memory ● Measure your impact in real-time ● Enroll in the HomeKeeper …»

Official marketplace listing

Publisher
Grounded Solutions Network
Updated on marketplace
Facts verified