Product: Households

Household Information

Bostonpost Property Manager® starts storing contact information about people as soon as an application is requested. As the application process progresses, additional information is added to their record as they evolve into a household.

A permanent history of current and prior household members allows a rental agent to look up a new applicant to find out if there has been any contact with that person in the past as either a tenant or an applicant on another property waitlist.


The household view shows the status of the person or persons in that household and all related information along with a list of tasks that may be completed. The view of a household changes to show only information and tasks that apply to that household. For example, the view of an existing tenant will not show the move-in task, and the view of an inactive household will only show the move-in task after a new application has been processed.

Easy-to-use Task Wizards help users complete routine, multi-step processes including:

  • Initial Certification
  • Annual Certification
  • Scheduled Recertification
  • Unscheduled Recertification
  • Unscheduled Recertification (W/O Verification)
  • Swap Counted Group
  • Swap Layer
  • Non-Revenue Certification
  • Interim Certification
  • Send New Application
  • Reject Application
  • Pre-Certify Household
  • Move-In Household
  • Move-Out Household
  • Undo Move-Out
  • Transfer Household
  • Evict Household
  • Manage Reasonable Accommodations
  • Modify EFT Choice
  • Assign USDA RD Rental Assistance
  • Terminate Assistance
  • Add New Voucher
  • Refund Deposits
  • Add Household Member
  • Add New Waitlist Entry
  • Remove Waitlist Entry
  • Offer Unit

 

The Household view has tabs for the following types of information:

General
 - Contact information, rent and subsidy details
Members
- Contact information for each person in the household
Waitlist
- Status for each waitlist
Notes
- Online notes
History
- Current and prior location and status of household members
References
- Personal and business references
Income & Expense
- Income & expense details
Eviction
- Eviction proceedings and history
Transactions
 - All tenant certifications (50059, 1944-8, LIHTC TIC)
Accounting
- Current amounts due and receivable history
Reasonable Accommodations
- What accommodations have been agreed to
User Codes
 
Print Options
 

 

Household window - Summary tab in view: