Solution Spotlight: Reporting HomeKeeper Data to HUD and NeighborWorks

HomeKeeper was excited to launch our Housing Counseling features in 2017, which gave our 10 Early Adopters the ability to report directly to HUD. We quickly discovered many organizations have reporting requirements in addition to or separate from HUD, which means their counseling data had to be prepared for intermediaries, such as NeighborWorks. Often, client’s

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