Your organization handles a diverse set of tasks on a daily basis. We can configure Salesforce to handle all of them. Our Salesforce solutions empower you to track client information, programs, outcomes, business processes, property details and more all in the same system.
Because Salesforce is accessible in the cloud, your staff can use it wherever they happen to be working, even on-site at a property.
We’re intimately familiar with the software ecosystem and regulations for affordable housing organizations.
- We simplify reporting for counseling organizations receiving grants from HUD (HUD 9902) or NFMC.
- We integrate lending origination systems (LOS) like Encompass and Calyx for organizations offering loans.
- We enable community organizers to assess their impact by tracking events and attendance over time. And that’s just scratching the surface.
Get in touch to learn what we can do for you.
Also, be sure to check out Umber, a tool to help you manage all your rehab or redevelopment projects for Homeowner Occupied and Acquired properties. To learn more click here.