HomeKeeper

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The Basics

HomeKeeper is a program of Grounded Solutions Network, a national nonprofit membership organization. It was first created in 2010 and gained HUD approval in 2016. HomeKeeper is best suited for affordable housing organizations such as community land trusts, Habitat for Humanity affiliates, inclusionary housing programs and downpayment assistant programs who also provide both housing counseling programs as well as organizations that are looking to move to Salesforce. It is used by 23 HUD-approved housing counseling agencies. For more information, visit the HomeKeeper website.

Costs
  • $1,000 annually
  • One time $2,500 onboarding fee, which includes installation, configuration and training
  • Basic client data migration is included, but full case file migration is additional
  • Additional fees may apply for homeownership features 

 Sample Landing Page

Tech Support
  • Product issues addressed without charge through online forums, support ticket system, office hours, and webinar trainings
Platform & Setup 
  • Salesforce; 10 free user licenses with additional free applications available
  • One-on-one web-based orientation
  • Can be up and running in 4 – 8 weeks  
  • One agency account with unlimited user accounts

 

Counseling and Group Education

One-on-One Counseling Features Group Education Features
Track hours spent counseling Track all fields required by HUD (including attendance and demographics)
Capture all fields required by HUD Registration/rosters
Distinguish between prospective/actual clients Course Logistics (including instructors and location)
Track case funding Track funding
Track fees charged by agency Track fees charged by agency
Link to credit reporting agency Mail merge to create certificates of completion
Track changes in credit score
Document storage for client files
Track changes in budgeting habits
Follow up reminder
Loan comparison
Financial calculators
Budgeting tools
Credit improvement tools
Output Documents Interaction with Housing Counseling Tools
RMA eHome America
UBA Framework
Budget Hope LoanPortal
Hardship Letter
Action Plan

 

Administration

Staff Management Features Workflow Features
Separate staff can be assigned to same client (such as for intake and counseling) Dashboards
Track staff training records Sort and filter cases
Track staff certifications Export records
Track HUD Individual Certification Import client cases
Counselor time sheets can be created (including grants tied to client/time) Interface with other programs (any application that connects to Salesforce or is included in Salesforce AppExchange)

Client Interface

Client Interface
Portal for client to input data
Client can register for group education or 1-to-1 appointments
Can send client satisfaction surveys from the product
Can email clients or lenders and other stakeholders

Reports & Customization

Pre-Packaged Reports  Customizable Fields
HUD-9902 Counseling outcomes
Client satisfaction survey results Counseling type
Customizable reports Counseling status
Other pre-packaged reports Referral source
Funding Organization/Source

Other Notes & Features

  • Additional counseling features include data validation to improve completeness and correctness, use of Salesforce listviews to be able to update multiple records at once, quick registration for group education and 1-1 education, ability to default field values, and print a group session sign-in sheet
  • Can track languages and employment duration of staff
  • Additional pre-packaged reports include metrics for open/closed counseling and group sessions, indicating trends and action items and dashboards to visualize 9902 data
  • Can add city or County where counseling recipients reside
  • Additional homeownership feature set available
  • Compatible with Salesforce Lightning or Classic