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HomeKeeper Object Overview

Below is a list of HomeKeeper Objects and their intended function. The term "Object" in Salesforce refers to "a collection of records, like leads or contacts." HomeKeeper was built with custom objects that allow you to track your program specific data for your housing programs. We also leverage some Salesforce Standard Objects, and NonProfit Success Pack objects. For additional details, see the our support article, "What do I really Get When I Get HomeKeeper, Salesforce, and the Nonprofit Success Pack."

Salesforce Standard Objects Used by HomeKeeper Apps

  • Contacts: Individual people with whom your organization has a relationship. This could be donors, volunteers, clients, or anyone else.
  • Accounts: Households, foundations, companies, or other organizations and agencies with whom your organization has a relationship. Accounts are used to organize contacts.
  • Opportunities: Potential and actual revenue, like donations, grants, or membership fees that fund your organization.

NOTE: HomeKeeper has used the Nonprofit Success Pack definition for the above objects, as our app is built to work alongside this free Salesforce App for Nonprofits.

Custom Objects for Program Tracking

  • Service Files: Service File represent the "virtual manila folder" in HomeKeeper, where you track work you do with client households. As built-into HomeKeeper, Service Files might be used for homeownership, counseling, or assistance services. See "Introduction to Service Files" for additional information.
  • Application Household Members: The Application Household Member object lets you store important program information on each member of the Household. The number of Application Household Members also determines the household size for qualifying calculations. See the "Enter a New Application Household Member" article to learn more.
  • AMI: Area Median Income (AMI) records allow you to calculate what percentage of income a household makes, compared to the Median Income for their MSA. These records are created for each year and each county that you serve. See the "Setting up your AMI records" article to learn more.
  • Income: Each income source is related list to the Service File. You can itemize the different sources of income for a household by creating an income source. See the "How to Add an Income Source" article to learn more.
  • Assets: You can track client assets as Asset records to calculate net worth and total amount available for payments.
  • Debts: You can track client debts as Debt records to calculate net worth, debt to income ratio, and total monthly debt obligations.  
  • Funding Sources: Funding Sources show all of the funds that were brought together at the time a new homebuyer closed, and can also show any subsequent loans or funds with liens attached to the property the homebuyer owns. See the "Introduction to Funding Sources" article to learn more.
  • Properties:  The Property tab stores information on all the properties in your portfolio. See the "Introduction to Properties" article to learn more.
  • Appraisals: Track property appraisals throughout the life-cycle of the home, including program acquisition appraisals, appraisals done by the buyer's lender at purchase, refinancing appraisals, and appraisals done on improvements. See the "Introduction to Appraisals" article to learn more.
  • Development Costs: Development costs track the costs of developing (or rehabilitate) a property/project including direct costs of labor and materials, contractor’s overhead and profit, plus indirect costs such as taxes and development loan interest. See the "Introduction to Development Costs" article to learn more.
  • Opportunity Allocations: Opportunity Allocations enable you to track the distribution (or "allocation") and repayment of funds. There are currently two Record Types for Allocations from an Opportunity: Service File Allocations and Property Allocations. Service File Allocations are funds granted, re-granted or loaned to Homebuyers. These sometimes get paid back, in the case of 2nd loans made to buyers. Property Allocations are funds used to subsidize a property. These stay with the land when the home sells and resells. See the "Introduction to Housing Opportunities" article to learn more.
  • Improvement/Adjustments: Improvements are a related list on the Service File. They're meant to reflect changes in the Purchase Option Price related to improvements that a homeowner has made to their home that a program gives that seller credit for when they decide to sell their home. See the "Introduction to Improvements and Entering Improvements" article to learn more.
  • Assessed Values/Property Taxes: Track Assessed Value and Property Taxes over time, including exemptions.
  • Monitoring Events: Monitoring Events are intended to track key events between purchase and resale: late payments to the program, notices of default or notices of foreclosure, as well as annual recordings of homeownership requirements like proof of insurance or proof of occupancy. See the "Intro to Monitoring Events" article to learn more.
  • Group Sessions: Group Sessions track the classes offered by your program over time, including logistics and attendees. See the "How to Create a Group Session" article to learn more.
  • Counseling/Education: The Counseling/Education object tracks Group Session attendance and/or counseling the client has received. There are two Counseling/Education Record Types: Group Education lets you track a particular Application Household Member's attendance of a class, as well as their Status in relation to the class (Attended, Registered, No Show, as well as values you might add). 1-1 Counseling records track individual counseling for the purpose of prepurchase/homebuying, mortgage delinquency, and more. See the "Overview of the Housing Counseling App in HomeKeeper" article to learn more.
  • Log Items: Log Items track each of the meetings that you have with a client receiving counseling. Log Items allow you to track the amount of time you spend with a person. Recording details in Log Items track conversations to tell a client's story over time. See the "Using Log Items in Housing Counseling" article to learn more.
  • Agencies: The Agency object tracks information about a housing counseling agency. It also is the parent object for Agency Contacts. See the "Introduction to Agency & Agency Contacts" article to learn more.
  • Agency Contacts: Agency Contacts track information about your counseling staff. See the "Introduction to Agency & Agency Contacts" article to learn more.
  • Counselor Training Courses: Track trainings that your counselors have attended, including whether they received a certificate from that training course. See the "How to Track Counselor Training Courses" article to learn more.

Adding Features

Need to track something related to your programs that isn't on this list? You can always customize your Salesforce Instance and/or HomeKeeper App to add the functionality you need! Here are a few support articles to help you get started:

For complex customizations and integrations, you may want to consider working with a Salesforce Consultant. You can learn more about our trusted Partner Consultants here.

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