The training and support services vary based on where the program is in the enrollment process. New users receive one-on-one web-based orientation and more intensive assistance as they begin to use the system.   Ongoing user support is primarily delivered through online forums   includes an extensive knowledge base with task specific instructions, how-to videos and other documentation as well as a formal support ticket system.   Face-to-face group trainings are offered at least once a year.   Support requests must be submitted by email or online and cannot be initiated by telephone.  That said, it is possible support tickets initiated via email result in a 1-1 phone call in order to resolve the user’s issues.

Online Documentation and User Support:

We have developed a state of the art user friendly knowledge base accessed at   Resources available include:
•     User announcements and product updates
•     Setup and getting started instructions and orientation materials
•     User manual with step-by-step instructions
•     How-to guides for common tasks
•     Recordings of trainings
•     User Tips and Tricks
•     Links to related third-party support, resources and products
•     User Questions and Answers

Individual Support Requests:

Paying Members can submit support tickets at or by emailing Our Member Support Specialist  fields all support requests and escalates  tickets to a third-party contractor when necessary.

Setup Assistance

We provide limited assistance to new HomeKeeper users during the setup process.   The setup process is outlined for new users online.   We meet with new users for a 1 hour meeting prior to installation to review their completed New User Setup survey and answer any questions.   At that time, we also screen users organization for additional support required by the organization for data migration, custom configuration, or multi-site setup. Users interested in advanced or custom setup support are referred to third-party developers familiar with HomeKeeper.

One-on-one orientation for new users

Once HomeKeeper has been installed, HomeKeeper users attend 1-2  web-based orientation meeting lasting approximately 2 hours.   Additional meetings can be scheduled up to 6 hours within the first 3 months of installation.     Prior to the first meeting, users are asked to prepare for the meeting by completing setup worksheets and signing up for an account at .

Purpose of the one-on-one Orientation meetings

  • General orientation to HomeKeeper
  • Orientation to HomeKeeper Support Forums
  • Setting up historical AMI data
  • Entering a complete buyer and transaction file from beginning to end
  • Establish next steps for moving forward withHomeKeeper adoption

Training Webinars

Webinars are the primary means by which group training is offered.   Webinars are scheduled at least 6 times a year and are recorded for future reference. They can be found in the members-only training forum in the Knowledge Base.

2015 Calendar (subject to change):

  • March 18 – Using data to drive decision making
  • May 13 – Dashboards for Stakeholders
  • July 8Compliance, Monitoring and Enforcement
  • September – Social Impact Measurement
  • November 12  –    Managing your Application Pipeline
  • December 17 –  Monitoring

In Person Training

In person trainings are offered at least once a year for an additional training fee. Content and frequency will be dependent on interest, level and experience of attendees.   Training fees will be set to cover the costs of producing the training (room rental, A/V support, internet connection, trainers).

2015 Calendar:

  • October   19-23 – Community Land Trust Network Conference – HomeKeeper Training and 1-1  support  sessions

Monthly Webinar Calls

We host monthly “Office Hour” webinar meetings where users can call in and get questions answered on the spot.  In 2015 we are adding “New User Question and Answer” sessions so that new users can get the additional support they need.     The agenda is left open and the content will be based on user questions.  We sometimes highlight a particular peer cohort for more in depth peer sharing.Additional written documentation is developed for the Support Forums based on questions and documentation requests that arise on these calls. 2015 Calendar:

  • January 9  – Office Hours
  • January 23 – New User Q&A
  • February 13 – Office Hours – Calling all Habitat for Humanity affiliates!
  • March 13 –  Office Hours
  • May 8 – Office Hours
  • May 22 – New User Q&A
  • June 12 – Office Hours
  • June 26    – New User Q&A
  • July 10  – Office Hours
  • July 24 – New User Q&A
  • August 13  – Office Hours
  • August 28 – New User Q&A
  • September 11  – Office Hours
  • September 25 – New User Q&A
  • October 12  – Office Hours
  • October 23 – New User Q&A
  • November 13  – Office Hours – Calling all members with second loan programs!
  • December 11  – Office Hours

Advanced and Custom Training

Users can request and schedule additional advanced or customized trainings either in person or via the webinar platform.     We can provide an estimate to interested organizations based on anticipated prep and delivery time required.   Content developed for individual trainings may be re-used or posted in or support forums  for others to reference.

View the 2014 Training and Support Schedule