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
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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
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"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
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Susanne HepburnHomebuyer Coordinator
Covington, LA
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What other Status labels do you use?
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Enter your estimated pipeline
numbers below.
500:250:12100:25:1
200:100:3
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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?
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"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
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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
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Graphic designed by Amanda Papapietro
How do you help applicants understand
the process, timeline and likelihood of moving onto the next step?
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Closer to Being a Homeowner
Leve
l of
Effo
rtA
nd
Info
Co
llect
ed
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What other benefits are there?
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Chris HallProgram ManagerYellow Springs, OH
Please share your experience and
procedures!
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If you have a wait list, what is
required to get on the list?
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Aaron BaluyotReal Estate Consultant
Oakland, CA
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Application Process
Eligibility Criteria
Downloadable application
materials
Pre-screening
questionnaire
Eligibility Form
Online Application
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How have online forms saved you time or money?
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Available anytime
Automatically submitted
No printer needed
No scanner needed
Immediate feedback
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What have you done with your
data?
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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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