Product: Certifications

Certification Processing

Tenant certification processing is one of the most labor-intensive activities for affordable housing managers and this is an area where Bostonpost Property Manager offers a lot of help.

The system automates, where possible, every aspect of the tenant certification process complete with template forms, automatic reminders, print management, tracking of verification letters and more. The certification processing is so efficient that many users evolve to re-certifying all tenants at the same time each year.

Easy-to-use Task wizards walk the user through the following certification steps:

  • Produces Annual Questionnaire
  • Processes Questionnaire
  • Schedules Recertification Appointments
  • Prints Appointment Schedule
  • Prints Verification Forms
  • Prints Blank Verification Forms
  • Tracks Mail-out Letter
  • Tracks Verification Forms
  • Processes Verification Forms
  • Prints Annual Re-certification Package
  • Produces Annual Forms
  • Batch Prints Rent Coupons

Re-Certification processing can be selected for all or some of the properties and tenants. Optionally, re-certifications can be processed one tenant at a time.

Re-Certification processing selection window

The Bostonpost Property Manager annual re-certification process organizes information for fast follow-up and tracking. For example, this window shows, by business, what reference forms have not been returned and which tenants they are for:

View of missing business reference forms

Tenant References

All tenant references both personal and business are stored with the tenants history. Adding and updating tenant records is easy to maintain. Business contact information is stored in Property Managers’ central database; when common information is updated, all records that reference the information is updated. For example, if the local drug store changes its phone number, reference history to all tenants who use this drug store is updated automatically.

View of tenant references

Calculation of Income Limits

After entering amounts and frequency, the Income & Expense Worksheets automatically calculate adjusted household income, allowances, and monthly rent based on stored income limits.

View of Income & Expense details

View of Income & Expense Worksheet