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HomeKeeper Basics and Beyond

100 Level Course
You must be a Current HomeKeeper user for either feature set (HomeKeeper for Homeownership or Housing Counseling)
2-part Training
Dates:
Part 1 – October 6th & 8th
Part 2 – October 13th & 15th
Price: Members- $85 per part | Non-members- $110 per part

This two-part online, hands-on training will focus on basic HomeKeeper functionality and tasks, to help you become a more confident and competent HomeKeeper user. You’ll see and practice the many ways that HomeKeeper can improve efficiency and increase capacity for housing counseling programs. You must be a Current HomeKeeper user for either feature set (HomeKeeper for Homeownership or Housing Counseling). Please sign up for the session(s) that apply to your feature set.

Part One: Homeownership (October 6th & 8th)

This part will share tools and tips including:
– customizing HomeKeeper to better suit your program
– creating Salesforce Reports and Dashboards with confidence
– completing data entry to roll-up to the National Data Hub

Part Two: Housing Counseling (October 13 &15)

This part will share tools and tips including:
– customizing HomeKeeper to better suit your program
– creating Salesforce Reports and Dashboards with confidence
– managing a counseling program and being ready to report to HUD or an intermediary

Bring your HomeKeeper login, ideas, and questions! An online post-Q&A will also be announced.

Note: This course’s content will be finalized on the needs and interests of the registered participants. Once you have registered, you will be sent a survey to better understand your skills and training interests.

 

This course is $85 per part for Grounded Solutions Network members, and $110 per part for non-members. (Total for Homeownership and Housing Counseling is $170 for members and $220 for non-members.) If you are interested in applying for a need-based reduced registration rate please fill out this application form before you register. 

Training
Tuesday, October 6, 2020, 2:00 pm ET
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