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 and an extensive knowledge base with task specific instructions, how-to videos and other documentation as well as a formal support ticket system. We also host monthly office hours and webinar trainings. 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 users can submit support tickets at or by emailing Our HomeKeeper 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 1-3  web-based orientation meeting lasting approximately 2 hours for homeownership features and an addition 1-2 web-based orientations lasting 1.5 hours for housing counseling features. 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 for Homeownership features

  • 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 with HomeKeeper adoption

Purpose of the one-on-one Orientation meetings for Housing Counseling features

  • General orientation to HomeKeeper
  • Orientation to HomeKeeper Support Forums
  • Setting up Agency and Housing Counselor information
  • Entering a Group Education Session and registering clients for a session from beginning to end
  • Entering a 1-1 Education Session and registering clients for 1-1 session topics
  • Establish next steps for moving forward with HomeKeeper adoption

Training Webinars

Webinars are the primary means by which group training is offered. Webinars are scheduled at least 4 times a year and are recorded for future reference. They can be found in the members-only training forum in the Knowledge Base.

2018 Calendar:

  • February 1 – 2017 HomeKeeper Recap and 2018 Roadmap
  • February 28 – Habitat for Humanity User Cohort – Home Repair programs
  • June 25 – Habitat for Humanity User Cohort – Using Data to Streamline Your Home Marketing
  • June 26 – Cultivating Partnerships and Best Practices for Housing Counseling and Homeownership Programs E-Learning (offer through Grounded Solutions Network)
  • September 19 – Update Important Fields with Quick Actions
  • November – Habitat for Humanity User Cohort – Date and topic TBA
  • December 12 – List View Magic in HomeKeeper

Monthly Webinar  Support

We host monthly “Office Hour” webinar meetings where users can call in and get questions answered on the spot. We have also added  “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.

  • Office Hours: 2nd Tuesday of every month
  • New User Q&A: 4th Thursday of every month

In Person Trainings

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).

  • National Conference: October 1-4 Pittsburgh, PA

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 2017 Training and Support Schedule

View the 2016 Training and Support Schedule

View the 2015 Training and Support Schedule

View the 2014 Training and Support Schedule