07.19.2016 - Don't Let Paper & Process Clog Your Application Pipeline
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Transcript of 07.19.2016 - Don't Let Paper & Process Clog Your Application Pipeline
Tiffany EngDirector of
HomeKeeperOakland, CA
Beth SorceDirector of
Capacity BuildingBoulder, CO
Jenee GaynorCapacity Building Senior SpecialistWashington, DC
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http://kidwinks.com/chicagokids/blog/water-fun-guide-for-chicago-kids-in-summer-2016.html
"I'm interested in eliminating application
barriers for the disabled/elderly/
extremely impoverished."
- Allie Berg, Twin Cities Habitat
"I'd love to hear how other orgs qualify
homebuyers."- Rachel Fawcett,
Centre County Housing and Land
Trust
"Just interested in learning about the
application process in other programs."
- Laurie Blackwood, City of Watsonville
Susanne HepburnHomebuyer Coordinator
Covington, LA
What other Status labels do you use?
Enter your estimated pipeline
numbers below.
500:250:12100:25:1
200:100:3
4 people23 hours8 weeks
How long does it take an applicant to move through YOUR process?
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What challenges do you have with
managing your pipeline?
"We scan completed applications so we don't have to deal with physical storage." - Eric Swanson, City of Boulder
"We include a thorough checklist at the beginning and end of the
application."- Maria Starck, Lexington Community Land Trust
"Our online database is tied to our online application which has made data transfer super quick!"
- Allie Berg, Twin Cities Habitat
"Get applicants pre-qualified before doing anything else."
- Susanne Hepburn, Northshore Housing Trust
"We're leveraging HomeKeeper and Salesforce to automate our process"
- Patrick Urion, Homestead CLT
What ideas can you share to
make the process more efficient?
"Are we asking for too much information when less would do? Do we need W-2s and schedules
and full tax returns? Does this make the application process more
onerous than is necessary?"
- Maria StarkAdministration and Services
Coordinator
Graphic designed by Amanda Papapietro
How do you help applicants understand
the process, timeline and likelihood of moving onto the next step?
Closer to Being a Homeowner
Leve
l of
Effo
rtA
nd
Info
Co
llect
ed
What other benefits are there?
Chris HallProgram ManagerYellow Springs, OH
Please share your experience and
procedures!
If you have a wait list, what is
required to get on the list?
Aaron BaluyotReal Estate Consultant
Oakland, CA
Application Process
Eligibility Criteria
Downloadable application
materials
Pre-screening
questionnaire
Eligibility Form
Online Application
How have online forms saved you time or money?
Available anytime
Automatically submitted
No printer needed
No scanner needed
Immediate feedback
What have you done with your
data?
1. Everyone Saves Time
2. Target More Effectively
3. Meet Consumer Demand
4. Consolidate and Collaborate
5. Work Smarter
Any final questions?
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