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Unclog Your Applicant Pipeline with these 5 Steps

Is your application more than 10 pages? Is your waitlist growing longer by the day? Become an effective applicant pipeline engineer in 5 steps.… Read More »

Make Faster, Better Reports! (Part II)

Oftentimes at our office hours, we highlight our top tips for users who are looking to make better reports, faster. Reports in Salesforce are the easiest way to leverage your data. They let you query, count and interpret all the information you’ve worked so hard to get in to HomeKeeper and Salesforce. There’s a lot to… Read More »

Free data tools you can use NOW before adopting HomeKeeper

Have you  outgrown your paper systems, but are not yet ready to adopt HomeKeeper? Here are 5 free tools you can start using today to get you on the path to better data management and faster reporting.  Whether you’re ready to become a HomeKeeper member next month or next year, these easy-to-use tools will help you… Read More »

Starter Spreadsheet to Manage Your Property Portfolio

Most homeownership programs start as the seed of an idea – an intrepid community leader hears about the innovation of the Community Land Trust, or a faith community comes together to start a Habitat for Humanity chapter in their area. They also usually start with a spreadsheet. Spreadsheets are great–they sort information about applicants, properties… Read More »

Build Dashboards that Tell Compelling Stories

Are you reporting the data about your program in a compelling way? Do you just count, or do you leverage data to deepen your message?  By identifying the stakeholders you want to reach, as well as the decisions they make, you can target your efforts,  speak to their concerns and create visuals that last in… Read More »

Make Reporting A Breeze with these 5 HomeKeeper Report Types

Learn the trick to understanding Salesforce’s report types, plus the our 5 favorite Report Types (Skip to the bottom to see our favorites). When you decide you want to start customizing your own reports in Salesforce, things can get tricky. Your first prompt is to select a “report type”… which may send you into fits… Read More »

Income Limits, Eligibility and “Certifying Income”

Recently, we talked to HomeKeeper users and asked them how they certify their program applicants as income-eligible. Our stewardship standards make it clear that it’s essential for organizations to communicate eligibility requirements to applicants, but since every program and funder has slightly different income limits and reporting requirements, the implementation often varies by program. Does… Read More »

7 hard questions that just got easier to answer

Download  Now! How do you measure your success? We recently published the  Social Impact Report Primer  for HomeKeeper users that received a Social Impact Report to help  program staff like you better measure impact, make your  case louder and manage your  programs better. Whether or not you’re a HomeKeeper member that has a Social Impact… Read More »

Make Better Reports in Salesforce, Faster! (Part I)

In case you missed it, at last week’s HomeKeeper Office Hours, we highlighted our top tips for HomeKeeper users who are looking to make better reports, faster. Reports in Salesforce are the easiest way to leverage your data, and start digging into it to see what it means in practice. These tips will help you… Read More »

A Program Monitoring Log You Can Start Using Today!

Download  Now! Are you documenting your program monitoring and enforcement activities systematically? If not, consider keeping a running log of important monitoring issues you’re working to resolve.  Track the same information for each issue and keep the information in a central, accessible place. By logging your monitoring activity you can: Increase institutional memory and reduce… Read More »

 

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