Product Spotlight: How housing counseling users are leveraging 3rd party credit reporting apps

Cloud Maven builds digital solutions that help organizations turn their software ideas into business results. Cloud Maven has recently partnered with Credit Reporting Services (a national credit reporting agency) to create a credit reporting application in Salesforce that seamlessly pulls credit reports into Salesforce and custom applications. We took some time to speak with Cloud

Recording Available: HomeKeeper at HUD

Our HomeKeeper Director, Tiffany Eng,  exhibited and presented at the Office of Housing Counseling HUD Intermediary and State Housing Finance Agency Conference on August 8th in Washington DC. More information on the event, including session recordings, presentation slides and handouts can be found at this link.  Be sure to check out a recording of the

HomeKeeper at the HUD Intermediary and State Housing Finance Conference this August

Our HomeKeeper Director, Tiffany Eng,  will be exhibiting and presenting at the Office of Housing Counseling HUD Intermediary and State Housing Finance Agency Conference on August 8th in Washington DC. More information on the event can be found at this link, including a recording of the session featuring Tiffany and HomeKeeper. If you are interested

Is HomeKeeper for You?

As we’ve noted in our previous blog post, choosing a new client or program management system requires thoughtful consideration.  If you’re wondering whether or not HomeKeeper will be a fit with your organization, review these ten questions with your program staff and assess your readiness to proceed. The more ‘yes’ answers, the more likely you

HomeKeeper Housing Counseling 2019 Update

In light of HCO retirement, some clients of HCO are turning to HomeKeeper, a Salesforce AppExchange app since 2012. Over 90 organizations are currently use HomeKeeper. This includes 23 housing counseling agencies and one counseling intermediary who are using HomeKeeper to track housing counseling workshops, log one-on-one counseling, and report to HUD. Not sure if

Homeownership Programs and Housing Counseling: A Positive Partnership

Note: This post draws content from a recent E-learning webinar. View the full recording or download slides. The Case for Cultivating Strong Partnerships Effective partnerships form the backbone of program success. But what’s the best way for homeownership programs and housing counseling programs to partner in order to prepare and assist first-time homebuyers? This post takes

E-Learning Webinar: Cultivating Partnerships and Best Practices for Housing Counseling and Homeownership Programs

The HomeKeeper team hosted a Grounded Solutions e-learning webinar in June with the goal of helping attendees think more strategically about the partnerships between housing counseling and homeownership programs. View the recording online with the password: junepartners or download the slides.  Effective partnerships form the backbone of program success; when homeownership programs and housing counseling agencies connect with one

HomeKeeper Housing Counseling Update – Join our Early Adopter Program!

We are excited to announce our Early Adopter Program for our newly developed housing counseling features. HomeKeeper  is a HUD-Approved housing counseling system currently being piloted by four organizations. Our new Early Adopter Program will expand our housing counseling community to include our next cohort of organizations. Early Adopters selected to participate will be able

HomeKeeper: A case study for developing a HUD compliant CMS on Salesforce

          Daizylogik recently published a case study on how HomeKeeper became a HUD compliant CMS for housing counseling. This story is featured on the Daizylogik blog and discusses the work that Daizylogik and SoPact did as developers along with an advisory board of HomeKeeper users to develope functionality needed by our users to track their housing counseling