Getting On Board With HomeKeeper
An overview of the HomeKeeper Implementation process including scoping, installation, and training.
Table of Contents
Welcome to HomeKeeper! This article helps you understand the HomeKeeper onboarding steps. Each stage below provides information on the actions you will take and key HomeKeeper staff who will support your progress.
Step 1: Scoping & Signing
| HomeKeeper Staff | Marketing and Communications Senior Specialist |
| User Actions |
Sign HomeKeeper Agreement Obtain a Salesforce license |
The Marketing and Senior Communications Specialist will lead the scoping and signing stage. Milestones in this step include:
- Demo: You will review HomeKeeper's features and capabilities.
- Scoping Call: This call determines if HomeKeeper will meet your organization's needs. You will also determine which products you would like to purchase.
- Application: Your organization will complete an application to determine mission alignment and readiness for HomeKeeper.
- Payment: Once your application is approved, you will receive and pay the HomeKeeper invoice.
Step 2: Pre-Installation
| HomeKeeper Staff |
Training Staff Product Administrator |
| User Actions |
Obtain a Permanent Salesforce license Complete the Getting Started Survey Attend a Getting Started Meeting |
For this step, your organization will complete these tasks:
- Salesforce License: Before you can install HomeKeeper, your organization will be responsible for securing a permanent Salesforce license. See instructions for obtaining a permanent Salesforce license.
- HomeKeeper Getting Started Survey: The Getting Started Survey helps HomeKeeper determine how to configure your Salesforce instance. It is sent in your "Welcome" email when you sign up with HomeKeeper. If you need it sent again, please contact HomeKeeper Support.
- Getting Started Meeting: The Training Team and Product Administrator will lead a meeting to discuss your HomeKeeper configuration needs and preferences.
Step 3: Installation
| HomeKeeper Staff | Product Administrator |
| User Actions |
Install HomeKeeper Create a Salesforce User for the HomeKeeper Team |
During this stage, your organization will navigate these steps:
- Installation & Salesforce User: You will install HomeKeeper and create a developer user that HomeKeeper staff will access.
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HomeKeeper Configuration: The Product Administrator will configure your HomeKeeper instance using the information from your Getting Started Survey and your Getting Started Meeting. Configuration can take up to a week to complete.
CAUTION: If you are installing HomeKeeper in an existing Salesforce instance with custom apps or other installed packages, you may want to install HomeKeeper in a Sandbox, prior to installing in Production. We can discuss this during your Getting Started Meeting.
Please note that this may extend the timeline for installation and training.
Step 4: Orientation
| HomeKeeper Staff | HomeKeeper Training Staff |
| User Actions |
Prepare a file for a participant to enter during training:
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During this stage, your organization will attend training sessions led by the Onboarding and Training Specialist. The duration of training depends on the HomeKeeper product(s) you purchased.
You can review the training schedule by selecting your organization's HomeKeeper feature set. Depending on how you use HomeKeeper, you may receive all three types of training.
Three 1.5 hour training sessions for your organization.
- Training 1: Salesforce and HomeKeeper Basics, Entering a Property, and Entering an Application or Homeowner
- Training 2: Entering a Purchase
- Training 3: Post-Purchase Monitoring, and Entering a Resale
Two 1.5 hour training sessions in a cohort setting.
- Training 1: Enter and Update Agency and Counselors Information, Create a Group Session, and Register Clients for Group Sessions,
- Training 2: Enter a 1-1 Counseling Client, Cleaning Data for HUD Submission
This is a one-hour training for your housing counseling organization to complete a live 9902 submission to HUD though HomeKeeper's HUD Connect App.
HUD Connect Training Instructions. Please complete each of these steps in order:
1. Contact HomeKeeper Support at support@myhomekeeper.org when you are ready to submit to HUD through HomeKeeper for the first time.
3. Make sure your data is ready to submit. You can watch this training video or read this support forum article for instructions.
2. Please send us your Agency ID and up-to-date HUD HCS login info ASAP so we can request the connection from HUD for testing (this can take 4-5 business days).
3. Re-activate the HomeKeeper developer login or grant login access, so HK staff can configure and test HUD Connect, and let us know once this is complete.
4. Reach out to a HomeKeeper Training Staff to schedule your HUD Connect Training.