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Features – In Depth

Follow homebuyers every step of the way, from inquiry through resale!

  • Manage inquiries and waitlists
  • Keep track of demographics and individual information for each household member
  • Track intake survey data
  • Document gross and eligibility income by individual source
  • Applicant Assets and Debts tracking
  • Document referral and reference information
  • Purchase and Resale Transaction Details (HUD-1 data, appraisal information)
  • Documents details of homebuyer purchase and refinance loans
  • Itemize purchase funding sources, including loans from program funds to homebuyers
  • Counseling and Education tracking
  • Homebuyer post-post purchase monitoring and annual compliance tracking
  • Track exit survey data and homeowner feedback

Everything you’ve always wanted to know about your properties, at your fingertips!

  • Document property details and characteristics
  • Retain neighborhood details and characteristics
  • Track changes in HOA dues and lease payments owed
  • Keep track of development costs, and construction/rehab scopes by contract, use, and/or vendor, and date
  • Preserve property appraisal data over time
  • Record annual assessed values and tax assessment histories
  • Itemize repair & property improvements made by homebuyers over time
  • Accessibility and Green building feature tracking
  • Track monitoring events associated with the property
  • Itemize grants, subsidies and loans allocated to each property

Improve your program by implementing effective practice strategies!

  • Certify gross and eligibility income and % of AMI
  • Capture buyer’s investment and seller’s returns at resale
  • Document annual occupancy certification and proof insurance verification
  • Tracks property and homebuyer subsidies over time by source
  • Track mortgage characteristics and refinancing activity
  • Capture and seamlessly submit national performance data
  • Create custom reports and dashboards to help improve your services and better manage properties, grants and loan activity
 

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